Ownership history in BetterWealth, LLC · 16 quarters on record
This page tracks every 13F SEC filing in which BetterWealth, LLC reported a position in DIMENSIONAL ETF TRUST (DFAX). 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 | 1,820,653 | +19,464 | +1.1% | 13.59% | $59.6M | $32.73 |
| 2025 Q3 | REDUCED | 1,801,189 | -29,022 | -1.6% | 13.46% | $56.5M | $31.16 |
| 2025 Q2 | ADDED | 1,830,211 | +35,318 | +2.0% | 13.77% | $53.8M | $28.99 |
| 2025 Q1 | ADDED | 1,794,893 | +40,175 | +2.3% | 13.20% | $47.0M | $25.54 |
| 2024 Q4 | ADDED | 1,754,718 | +832,926 | +90.4% | 12.02% | $43.6M | $24.17 |
| 2024 Q3 | ADDED | 921,792 | +4,292 | +0.5% | 7.36% | $24.9M | $26.02 |
| 2024 Q2 | REDUCED | 917,500 | -24,239 | -2.6% | 7.43% | $23.3M | $24.32 |
| 2024 Q1 | ADDED | 941,739 | +14,010 | +1.5% | 7.80% | $24.0M | $24.06 |
| 2023 Q4 | ADDED | 927,729 | +97,575 | +11.8% | 7.75% | $22.7M | $23.07 |
| 2023 Q3 | REDUCED | 830,154 | -1,853 | -0.2% | 7.53% | $18.7M | $21.12 |
As of 2025 Q4 — sorted by position size