DUSB — DIMENSIONAL ETF TRUST

Ownership history in Applied Capital LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Applied Capital LLC reported a position in DIMENSIONAL ETF TRUST (DUSB). 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
2.22% (2024 Q4)
Avg. % of fund
1.6%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 59,020 -27,437 -31.7% 1.15% $3.0M $50.43
2025 Q3 REDUCED 86,457 -12,143 -12.3% 1.77% $4.4M $49.92
2025 Q2 ADDED 98,600 +13,538 +15.9% 2.20% $5.0M $49.34
2025 Q1 REDUCED 85,062 -536 -0.6% 2.12% $4.3M $48.79
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DUSB price (monthly, adj. close)

Other funds also holding DUSB

As of 2025 Q4 — sorted by position size

Planning Center, Inc. 3Y 17.67% Rachor Investment Advisory Services, LLC 10.02% American Capital Advisory, LLC 7.69% Sterling Wealth Management, Inc. 6.82% TAGStone Capital, Inc. 3Y 5.28% Hiley Hunt Wealth Management 5.02% Onyx Financial Advisors, LLC 3Y 4.39% Foundry Financial LLC 4.38% SC&H Financial Advisors, Inc. 3Y 4.22% SJS Investment Consulting Inc. 3Y 4.12%
← Back to Applied Capital LLC Holdings