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 (DFSV). 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 | 100,323 | -2,710 | -2.6% | 0.75% | $3.3M | $32.89 |
| 2025 Q3 | REDUCED | 103,033 | -9,719 | -8.6% | 0.78% | $3.3M | $31.71 |
| 2025 Q2 | REDUCED | 112,752 | -8,839 | -7.3% | 0.85% | $3.3M | $29.18 |
| 2025 Q1 | REDUCED | 121,591 | -112,117 | -48.0% | 0.96% | $3.4M | $27.78 |
| 2024 Q4 | REDUCED | 233,708 | -395,037 | -62.8% | 1.98% | $7.2M | $30.29 |
| 2024 Q3 | ADDED | 628,745 | +17,944 | +2.9% | 5.72% | $19.4M | $30.18 |
| 2024 Q2 | ADDED | 610,801 | +13,715 | +2.3% | 5.60% | $17.6M | $28.11 |
| 2024 Q1 | ADDED | 597,086 | +6,851 | +1.2% | 5.85% | $18.0M | $29.28 |
| 2023 Q4 | REDUCED | 590,235 | -2,350 | -0.4% | 5.88% | $17.2M | $28.27 |
| 2023 Q3 | REDUCED | 592,585 | -3,343 | -0.6% | 6.05% | $15.0M | $24.50 |
As of 2025 Q4 — sorted by position size