Ownership history in BRIGHTON JONES LLC Β· 14 quarters on record
This page tracks every 13F SEC filing in which BRIGHTON JONES LLC reported a position in DIMENSIONAL ETF TRUST (DFUV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π BRIGHTON JONES LLC underperformed the S&P 500 by β8.0% annually on this DFUV position. Timing score: 46% (6/13 decisions correct). Average cost basis: $31.00. Maximum drawdown during holding period: β5.8%.
β Significantly underperformed the S&P 500 by 8.0% ann.
10 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
6 of 13 add/trim decisions correct
Best entry: $29.73 (2022 Q2) Β· Worst: $41.95 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
10 adds Β· 4 trims. Bought during 3 of 4 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.03% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.