Ownership history in Aerodigm Wealth, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Aerodigm Wealth, LLC reported a position in DIMENSIONAL ETF TRUST (DFSD). 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) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 124,386 | +12,113 | +10.8% | 2.10% | $6.0M | $47.95 |
| 2025 Q3 | ADDED | 112,273 | +19,696 | +21.3% | 2.28% | $5.4M | $47.42 |
| 2025 Q2 | ADDED | 92,577 | +17,326 | +23.0% | 2.13% | $4.4M | $46.72 |
| 2025 Q1 | ADDED | 75,251 | +8,477 | +12.7% | 1.99% | $3.6M | $45.83 |
| 2024 Q4 | ADDED | 66,774 | +19,854 | +42.3% | 1.87% | $3.1M | $44.98 |
| 2024 Q3 | REDUCED | 46,920 | -12,872 | -21.5% | 1.42% | $2.2M | $44.94 |
| 2024 Q2 | ADDED | 59,792 | +33,528 | +127.7% | 1.29% | $2.8M | $43.77 |
| 2024 Q1 | ADDED | 26,264 | +14,403 | +121.4% | 0.50% | $1.2M | $43.31 |
| 2023 Q4 | INITIATED | 11,861 | — | — | 0.25% | $558K | — |
As of 2025 Q4 — sorted by position size