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 (DIHP). 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 | 166,572 | -1,779 | -1.1% | 1.20% | $5.3M | $31.67 |
| 2025 Q3 | REDUCED | 168,351 | -4,312 | -2.5% | 1.22% | $5.1M | $30.28 |
| 2025 Q2 | REDUCED | 172,663 | -4,163 | -2.4% | 1.30% | $5.1M | $29.26 |
| 2025 Q1 | REDUCED | 176,826 | -9,263 | -5.0% | 1.34% | $4.8M | $26.44 |
| 2024 Q4 | REDUCED | 186,089 | -259,111 | -58.2% | 1.29% | $4.7M | $24.69 |
| 2024 Q3 | ADDED | 445,200 | +11,602 | +2.7% | 3.64% | $12.3M | $26.96 |
| 2024 Q2 | ADDED | 433,598 | +8,533 | +2.0% | 3.64% | $11.4M | $25.52 |
| 2024 Q1 | ADDED | 425,065 | +3,839 | +0.9% | 3.73% | $11.5M | $25.84 |
| 2023 Q4 | REDUCED | 421,226 | -5,550 | -1.3% | 3.70% | $10.8M | $24.56 |
| 2023 Q3 | REDUCED | 426,776 | -15 | -0.0% | 3.99% | $9.9M | $22.09 |
As of 2025 Q4 — sorted by position size