Ownership history in Certified Advisory Corp · 9 quarters on record
This page tracks every 13F SEC filing in which Certified Advisory Corp reported a position in DIMENSIONAL U.S. EQUITY ETF (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 | 185,916 | +18,865 | +11.3% | 1.26% | $13.8M | $74.17 |
| 2025 Q3 | ADDED | 167,051 | +60,065 | +56.1% | 1.15% | $12.1M | $72.29 |
| 2025 Q2 | ADDED | 106,986 | +6,347 | +6.3% | 0.75% | $7.2M | $66.71 |
| 2025 Q1 | ADDED | 100,639 | +899 | +0.9% | 0.69% | $6.1M | $60.04 |
| 2024 Q4 | REDUCED | 99,740 | -1,508 | -1.5% | 0.69% | $6.4M | $63.14 |
| 2024 Q3 | REDUCED | 101,248 | -1,669 | -1.6% | 0.70% | $6.3M | $61.40 |
| 2024 Q2 | ADDED | 102,917 | +474 | +0.5% | 0.76% | $6.1M | $57.94 |
| 2024 Q1 | REDUCED | 102,443 | -7,991 | -7.2% | 0.81% | $5.8M | $55.95 |
| 2023 Q4 | INITIATED | 110,434 | — | — | 0.87% | $5.7M | — |
As of 2025 Q4 — sorted by position size