CARDIFF PARK ADVISORS, LLC DFUV — DIMENSIONAL ETF TRUST

Ownership history in CARDIFF PARK ADVISORS, LLC  ·  15 quarters on record

AI Ownership Summary

CARDIFF PARK ADVISORS, LLC reported DIMENSIONAL ETF TRUST (DFUV) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.11% in 2023 Q4. The latest visible filing shows DFUV at 2.60% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DFUV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CARDIFF PARK ADVISORS, 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 Q4

DFUV was reported at 2.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.11% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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.

DFUV stock page CARDIFF PARK ADVISORS, LLC fund profile CARDIFF PARK ADVISORS, LLC full holdings
How CARDIFF PARK ADVISORS, LLC held DFUV — position size vs. price
% of Fund (quarterly)    DFUV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 8.3% +4.4% ❌ 680,592 -61,631 -8.3% 2.60% $31.7M 2026-02-14 (Est.) $50.13
2025 Q3 REDUCED — — — 742,223 -4,072 -0.5% 2.54% $33.2M 2025-11-14 $44.72
2025 Q2 ADDED — — — 746,295 +795 +0.1% 2.72% $31.6M 2025-08-14 $42.92
2025 Q1 REDUCED — — — 745,500 -6,096 -0.8% 2.96% $30.7M 2025-05-15 $40.45
2024 Q4 REDUCED — — — 751,596 -1,775 -0.2% 2.92% $30.8M 2025-02-14 $42.05
2024 Q3 ADDED — — — 753,371 +1,041 +0.1% 2.81% $31.4M 2024-11-14 $42.22
2024 Q2 ADDED — — — 752,330 +1,511 +0.2% 2.83% $29.5M 2024-08-14 $38.59
2024 Q1 REDUCED — — — 750,819 -3,926 -0.5% 2.91% $30.7M 2024-05-14 $38.88
2023 Q4 REDUCED — — — 754,745 -1,220 -0.2% 3.11% $28.1M 2024-02-14 $36.36
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DFUV

As of 2026 Q1 — sorted by position size

DIXON FNANCIAL SERVICES, INC. 3Y 16.33% Trust Co of the South 13.46% Guardian Wealth Management, LLC 12.4% Meritas Wealth Management, LLC 12.24% Parkwoods Wealth Partners, LLC 12.18% BAYSHORE ASSET MANAGEMENT, LLC 3Y 10.0% DOPKINS WEALTH MANAGEMENT, LLC 3Y 7.9% Plancorp, LLC 3Y 7Y 7.9% KEB ASSET MANAGEMENT, LLC 3Y 7.88% ShankerValleau Wealth Advisors, Inc. 3Y 7.86%

FAQ About CARDIFF PARK ADVISORS, LLC and DFUV

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

How long has CARDIFF PARK ADVISORS, LLC reported owning DFUV?

CARDIFF PARK ADVISORS, LLC reported DFUV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DFUV position in CARDIFF PARK ADVISORS, LLC's portfolio?

The largest reported portfolio weight for DFUV was 3.11% in 2023 Q4.

What is the latest reported DFUV position on this page?

The most recent filing on this page is 2025 Q4, when CARDIFF PARK ADVISORS, LLC reported 680,592 shares, equal to 2.60% of portfolio, with an estimated market value of $31.7M.

What does the chart on this DFUV ownership page compare?

The chart compares CARDIFF PARK ADVISORS, LLC's quarterly DFUV 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 CARDIFF PARK ADVISORS, LLC time their DFUV position?

Based on 13F filing dates vs. subsequent DFUV price moves, CARDIFF PARK ADVISORS, LLC correctly timed 8 out of 14 reported position changes (57%). The annualised alpha on DFUV relative to SPY over the holding period was -2.2%.

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