BRIGHT FINANCIAL ADVISORS, INC. DUSB — DIMENSIONAL ETF TRUST

Ownership history in BRIGHT FINANCIAL ADVISORS, INC.  ·  8 quarters on record

AI Ownership Summary

BRIGHT FINANCIAL ADVISORS, INC. reported DIMENSIONAL ETF TRUST (DUSB) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 2.08% in 2025 Q3. The latest visible filing shows DUSB at 1.90% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DUSB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BRIGHT FINANCIAL ADVISORS, INC.'s position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DUSB was reported at 1.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.08% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DUSB stock page BRIGHT FINANCIAL ADVISORS, INC. fund profile BRIGHT FINANCIAL ADVISORS, INC. full holdings
How BRIGHT FINANCIAL ADVISORS, INC. held DUSB — position size vs. price
% of Fund (quarterly)    DUSB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 5.1% +0.9% ❌ 79,458 -4,243 -5.1% 1.90% $4.0M 2026-02-14 (Est.) $50.37
2025 Q3 ADDED — — — 83,701 +15,742 +23.2% 2.08% $4.3M 2025-11-10 $49.82
2025 Q2 ADDED — — — 67,959 +7,901 +13.2% 1.91% $3.4M 2025-07-16 $49.14
2025 Q1 ADDED — — — 60,058 +4,915 +8.9% 1.87% $3.0M 2025-05-13 $48.73
2024 Q4 REDUCED — — — 55,143 -1,587 -2.8% 1.75% $2.8M 2025-01-28 $48.09
2024 Q3 ADDED — — — 56,730 +16,367 +40.5% 1.83% $2.9M 2024-10-10 $47.41
2024 Q2 REDUCED 10.4% +1.5% ❌ 40,363 -4,704 -10.4% 1.44% $2.0M 2024-08-12 $46.93
2024 Q1 INITIATED — — — 45,067 — — 1.70% $2.3M 2024-05-09 $46.30

🏢 Other funds also holding DUSB

As of 2026 Q1 — sorted by position size

Wolfstich Capital, LLC 6.17% Johnson Wealth Management, LLC 5.55% Hiley Hunt Wealth Management 5.18% Foundry Financial LLC 5.17% Cogent Private Wealth, Inc. 5.14% Onyx Financial Advisors, LLC 3Y 4.78% SC&H Financial Advisors, Inc. 3Y 4.64% SJS Investment Consulting Inc. 3Y 4.57% Tumwater Wealth Management, LLC 3.76% Root Financial Partners, LLC 3.55%

FAQ About BRIGHT FINANCIAL ADVISORS, INC. and DUSB

These are the practical questions this page is built to answer before you even open the full history table.

How long has BRIGHT FINANCIAL ADVISORS, INC. reported owning DUSB?

BRIGHT FINANCIAL ADVISORS, INC. reported DUSB across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported DUSB position in BRIGHT FINANCIAL ADVISORS, INC.'s portfolio?

The largest reported portfolio weight for DUSB was 2.08% in 2025 Q3.

What is the latest reported DUSB position on this page?

The most recent filing on this page is 2025 Q4, when BRIGHT FINANCIAL ADVISORS, INC. reported 79,458 shares, equal to 1.90% of portfolio, with an estimated market value of $4.0M.

What does the chart on this DUSB ownership page compare?

The chart compares BRIGHT FINANCIAL ADVISORS, INC.'s quarterly DUSB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BRIGHT FINANCIAL ADVISORS, INC. time their DUSB position?

Based on 13F filing dates vs. subsequent DUSB price moves, BRIGHT FINANCIAL ADVISORS, INC. correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on DUSB relative to SPY over the holding period was -12.6%.

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