DFSV DIMENSIONAL ETF TRUST

Ownership history in Abel Hall, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Abel Hall, LLC reported a position in DIMENSIONAL ETF TRUST (DFSV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.84% (2023 Q4)
Avg. % of fund
4.71%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 319,571 +12,352 +4.0% 2.45% $10.5M $32.89
2025 Q3 ADDED 307,219 +27,235 +9.7% 3.95% $9.8M $31.71
2025 Q2 REDUCED 279,984 -9,420 -3.3% 3.81% $8.2M $29.18
2025 Q1 ADDED 289,404 +26,296 +10.0% 4.92% $8.1M $27.78
2024 Q4 REDUCED 263,108 -395 -0.1% 5.16% $8.1M $30.29
2024 Q3 ADDED 263,503 +522 +0.2% 5.31% $8.1M $30.18
2024 Q2 ADDED 262,981 +14,486 +5.8% 5.35% $7.6M $28.11
2024 Q1 ADDED 248,495 +13,375 +5.7% 5.60% $7.5M $29.28
2023 Q4 INITIATED 235,120 5.84% $6.8M
% of Fund (quarterly)    DFSV price (monthly, adj. close)
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