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.
| 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 |
| 2024 Q4 | REDUCED | 77,621 | -7,812 | -9.1% | 0.81% | $2.9M | $37.55 |
| 2024 Q3 | REDUCED | 85,433 | -1,617 | -1.9% | 0.94% | $3.2M | $36.71 |
| 2024 Q2 | REDUCED | 87,050 | -4,612 | -5.0% | 0.97% | $3.0M | $34.34 |
| 2024 Q1 | REDUCED | 91,662 | -3,936 | -4.1% | 1.03% | $3.2M | $33.81 |
| 2023 Q4 | ADDED | 95,598 | +908 | +1.0% | 1.02% | $3.0M | $30.54 |
| 2023 Q3 | REDUCED | 94,690 | -2,996 | -3.1% | 1.06% | $2.6M | $27.11 |
As of 2025 Q4 — sorted by position size