DFSE DIMENSIONAL ETF TRUST

Ownership history in AWM CAPITAL, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which AWM CAPITAL, LLC reported a position in DIMENSIONAL ETF TRUST (DFSE). 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
3.5% (2024 Q3)
Avg. % of fund
2.57%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 716,841 +41,251 +6.1% 2.70% $29.7M $41.48
2025 Q3 ADDED 675,590 +48,365 +7.7% 2.52% $27.8M $40.81
2025 Q2 REDUCED 627,225 -254,991 -28.9% 2.51% $23.9M $37.52
2025 Q1 ADDED 882,216 +30,624 +3.6% 3.47% $29.7M $32.95
2024 Q4 ADDED 851,592 +32,571 +4.0% 3.45% $28.2M $32.35
2024 Q3 ADDED 819,021 +181,548 +28.5% 3.50% $29.0M $34.41
2024 Q2 ADDED 637,473 +101,027 +18.8% 3.24% $21.3M $32.23
2024 Q1 ADDED 536,446 +92,848 +20.9% 2.88% $17.3M $30.84
2023 Q4 ADDED 443,598 +55,767 +14.4% 2.57% $14.0M $30.26
2023 Q3 ADDED 387,831 +195,265 +101.4% 2.32% $11.4M $28.00
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% of Fund (quarterly)    DFSE price (monthly, adj. close)
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