DFEM — DIMENSIONAL ETF TRUST

Ownership history in Advisory Services & Investments, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which Advisory Services & Investments, LLC reported a position in DIMENSIONAL ETF TRUST (DFEM). 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
7.58% (2024 Q2)
Avg. % of fund
6.88%
First filed
2022 Q2
Last filed
2024 Q3
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 385,392 -22,592 -5.5% 7.39% $10.8M $27.27
2024 Q2 ADDED 407,984 +8,926 +2.2% 7.58% $10.9M $25.65
2024 Q1 ADDED 399,058 +19,598 +5.2% 7.02% $10.2M $24.29
2023 Q4 ADDED 379,460 +32,953 +9.5% 6.99% $9.5M $23.75
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFEM price (monthly, adj. close)

Other funds also holding DFEM

As of 2025 Q4 — sorted by position size

Miramar Fiduciary Corp 3Y 25.18% EnRich Financial Partners LLC 11.56% CAPSTONE CAPITAL LLC 11.37% Kooman & Associates 3Y 9.89% Your Advocates Ltd., LLP 3Y 9.37% GREAT OAK CAPITAL PARTNERS, LLC 9.25% Seaside Wealth Management, Inc. 3Y 9.04% Cravens & Co Advisors, LLC 3Y 8.67% Sensible Money, LLC 7.65% Forum Financial Management, LP 3Y 7.57%
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