DFSI β€” DIMENSIONAL ETF TRUST

Ownership history in BRIGHTON JONES LLC  Β·  9 quarters on record

AI Ownership Summary

BRIGHTON JONES LLC reported DIMENSIONAL ETF TRUST (DFSI) in 9 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.08% in 2025 Q1. The latest visible filing shows DFSI at 0.07% 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 DFSI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BRIGHTON JONES LLC'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 Q3

DFSI was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2025 Q1

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

Time in book
Holding Window
2023 Q3 to 2025 Q3

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.

How BRIGHTON JONES LLC held DFSI β€” position size vs. price
% of Fund (quarterly)    DFSI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 70,495 -182 -0.3% 0.07% $2.9M 2025-10-14 $40.76
2025 Q2 ADDED 70,677 +3,209 +4.8% 0.08% $2.8M 2025-07-31 $38.26
2025 Q1 ADDED 67,468 +14,048 +26.3% 0.08% $2.4M 2025-04-17 $34.35
2024 Q4 ADDED 53,420 +12,095 +29.3% 0.05% $1.8M 2025-01-21 $32.99
2024 Q3 ADDED 41,325 +6,643 +19.2% 0.06% $1.5M 2024-10-22 $33.33
2024 Q2 ADDED 34,682 +5,792 +20.0% 0.04% $1.1M 2024-08-12 $31.95
2024 Q1 ADDED 28,890 +3,805 +15.2% 0.04% $973K 2024-05-09 $32.07
2023 Q4 ADDED 25,085 +16,306 +185.7% 0.03% $804K 2024-02-05 $29.99
2023 Q3 INITIATED 8,779 β€” β€” 0.01% $252K 2023-10-26 $25.79

FAQ About BRIGHTON JONES LLC and DFSI

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

How long has BRIGHTON JONES LLC reported owning DFSI?

BRIGHTON JONES LLC reported DFSI across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported DFSI position in BRIGHTON JONES LLC's portfolio?

The largest reported portfolio weight for DFSI was 0.08% in 2025 Q1.

What is the latest reported DFSI position on this page?

The most recent filing on this page is 2025 Q3, when BRIGHTON JONES LLC reported 70,495 shares, equal to 0.07% of portfolio, with an estimated market value of $2.9M.

What does the chart on this DFSI ownership page compare?

The chart compares BRIGHTON JONES LLC's quarterly DFSI 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.

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