DFSU — DIMENSIONAL ETF TRUST

Ownership history in BetterWealth, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which BetterWealth, LLC reported a position in DIMENSIONAL ETF TRUST (DFSU). 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
1.09% (2023 Q2)
Avg. % of fund
0.86%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 55,833 -6,475 -10.4% 0.55% $2.4M $43.43
2025 Q3 ADDED 62,308 +2,451 +4.1% 0.63% $2.6M $42.38
2025 Q2 ADDED 59,857 +298 +0.5% 0.60% $2.3M $39.08
2025 Q1 REDUCED 59,559 -18,062 -23.3% 0.60% $2.1M $35.56
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFSU price (monthly, adj. close)

Other funds also holding DFSU

As of 2025 Q4 — sorted by position size

AWM CAPITAL, LLC 3Y 12.0% Quantum Financial Advisors, LLC 3Y 11.71% Five Oceans Advisors 3Y 6.73% Abacus Wealth Partners, LLC 5.3% QUARRY HILL ADVISORS, LLC 3Y 4.56% Momentous Wealth Management, Inc. 4.54% Wheels Up Wealth, Inc. 3.4% Northland Capital Management LLC 3Y 3.19% Gibson Capital, LLC 3Y 7Y 2.99% New Capital Management LP 3Y 7Y 2.91%
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