Ownership history in Advisory Services & Investments, LLC · 3 quarters on record
This page tracks every 13F SEC filing in which Advisory Services & Investments, LLC reported a position in DIMENSIONAL ETF TRUST (DFSU). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | ADDED | 60,103 | +8 | +0.0% | 1.52% | $2.2M | $36.71 |
| 2024 Q2 | REDUCED | 60,095 | -1,213 | -2.0% | 1.46% | $2.1M | $34.34 |
| 2024 Q1 | INITIATED | 61,308 | — | — | 1.46% | $2.1M | — |
As of 2025 Q4 — sorted by position size