Ownership history in CarsonAllaria Wealth Management, Ltd. · 17 quarters on record
This page tracks every 13F SEC filing in which CarsonAllaria Wealth Management, Ltd. reported a position in DIMENSIONAL ETF TRUST (DFUS). 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 | ADDED | 292,159 | +2,156 | +0.7% | 10.75% | $21.7M | $74.17 |
| 2025 Q3 | ADDED | 290,003 | +2,062 | +0.7% | 10.92% | $21.0M | $72.29 |
| 2025 Q2 | ADDED | 287,941 | +21,894 | +8.2% | 10.35% | $19.3M | $66.71 |
| 2025 Q1 | ADDED | 266,047 | +1,225 | +0.5% | 9.32% | $16.1M | $60.04 |
| 2024 Q4 | ADDED | 264,822 | +4,693 | +1.8% | 9.66% | $16.9M | $63.14 |
| 2024 Q3 | REDUCED | 260,129 | -3,523 | -1.3% | 9.28% | $16.2M | $61.40 |
| 2024 Q2 | ADDED | 263,652 | +7,359 | +2.9% | 9.49% | $15.5M | $57.94 |
| 2024 Q1 | REDUCED | 256,293 | -674 | -0.3% | 9.18% | $14.6M | $55.95 |
| 2023 Q4 | ADDED | 256,967 | +10,790 | +4.4% | 9.55% | $13.3M | $50.78 |
| 2023 Q3 | ADDED | 246,177 | +9,641 | +4.1% | 9.31% | $11.5M | $45.40 |
As of 2025 Q4 — sorted by position size