DEXC — DIMENSIONAL ETF TRUST

Ownership history in Beta Wealth Group, Inc.  ·  3 quarters on record

This page tracks every 13F SEC filing in which Beta Wealth Group, Inc. reported a position in DIMENSIONAL ETF TRUST (DEXC). 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
2.63% (2025 Q4)
Avg. % of fund
2.39%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 108,147 -4,670 -4.1% 2.63% $6.5M $60.52
2025 Q3 ADDED 112,817 +12,375 +12.3% 2.52% $6.4M $56.27
2025 Q2 INITIATED 100,442 — — 2.01% $5.5M $53.87
% of Fund (quarterly)    DEXC price (monthly, adj. close)

Other funds also holding DEXC

As of 2025 Q4 — sorted by position size

Brown Financial Advisory 3Y 11.31% Keudell/Morrison Wealth Management 3Y 2.75% R. W. Roge & Company, Inc. 3Y 2.58% Prism Advisors, Inc. 3Y 7Y 2.32% Mills Wealth Advisors LLC 1.23% Quadcap Wealth Management, LLC 1.18% McIlrath & Eck, LLC 3Y 7Y 1.01% Applied Capital LLC 3Y 0.94% First Command Advisory Services, Inc. 3Y 7Y 0.77% Chicago Partners Investment Group LLC 3Y 7Y 0.2%
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