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.
| 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 |
| 2024 Q4 | ADDED | 184,069 | +96 | +0.1% | 1.35% | $4.9M | $25.78 |
| 2024 Q3 | ADDED | 183,973 | +1,616 | +0.9% | 1.58% | $5.3M | $28.02 |
| 2024 Q2 | REDUCED | 182,357 | -7,206 | -3.8% | 1.56% | $4.9M | $25.84 |
| 2024 Q1 | ADDED | 189,563 | +4,284 | +2.3% | 1.68% | $5.2M | $25.69 |
| 2023 Q4 | REDUCED | 185,279 | -2,592 | -1.4% | 1.63% | $4.8M | $24.35 |
| 2023 Q3 | ADDED | 187,871 | +1,748 | +0.9% | 1.80% | $4.5M | $22.30 |
As of 2025 Q4 — sorted by position size