DISV — DIMENSIONAL ETF TRUST

Ownership history in BetterWealth, LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which BetterWealth, LLC reported a position in DIMENSIONAL ETF TRUST (DISV). 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
1.8% (2023 Q3)
Avg. % of fund
1.56%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 167,429 -2,408 -1.4% 1.45% $6.4M $38.00
2025 Q3 REDUCED 169,837 -6,106 -3.5% 1.44% $6.1M $35.46
2025 Q2 REDUCED 175,943 -3,756 -2.1% 1.48% $5.8M $32.54
2025 Q1 REDUCED 179,699 -4,370 -2.4% 1.47% $5.2M $28.28
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DISV price (monthly, adj. close)

Other funds also holding DISV

As of 2025 Q4 — sorted by position size

Miramar Fiduciary Corp 3Y 13.82% MB Generational Wealth, LLC 8.77% GREAT OAK CAPITAL PARTNERS, LLC 7.95% FISCHER INVESTMENT STRATEGIES, LLC 5.85% Integris Wealth Management, LLC 3Y 5.57% Equita Financial Network, Inc. 5.54% Shotwell Rutter Baer Inc 5.31% Keyes, Stange & Wooten Wealth Management, LLC 5.16% Meritas Wealth Management, LLC 5.16% Financial Architects, LLC 5.06%
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