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 (DFEM). 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 | REDUCED | 129,130 | -1,870 | -1.4% | 0.97% | $4.3M | $33.08 |
| 2025 Q3 | REDUCED | 131,000 | -4,292 | -3.2% | 1.00% | $4.2M | $31.87 |
| 2025 Q2 | REDUCED | 135,292 | -3,441 | -2.5% | 1.03% | $4.0M | $29.26 |
| 2025 Q1 | REDUCED | 138,733 | -8,907 | -6.0% | 1.03% | $3.7M | $25.86 |
| 2024 Q4 | REDUCED | 147,640 | -448,156 | -75.2% | 1.07% | $3.9M | $25.54 |
| 2024 Q3 | ADDED | 595,796 | +17,120 | +3.0% | 4.96% | $16.8M | $27.27 |
| 2024 Q2 | ADDED | 578,676 | +17,900 | +3.2% | 4.93% | $15.5M | $25.65 |
| 2024 Q1 | ADDED | 560,776 | +11,715 | +2.1% | 4.66% | $14.3M | $24.29 |
| 2023 Q4 | ADDED | 549,061 | +1,499 | +0.3% | 4.69% | $13.7M | $23.75 |
| 2023 Q3 | ADDED | 547,562 | +2,857 | +0.5% | 5.14% | $12.8M | $22.07 |
As of 2025 Q4 — sorted by position size