DFUV β€” DIMENSIONAL ETF TRUST

Ownership history in CHERRYDALE WEALTH MANAGEMENT, LLC  Β·  9 quarters on record

AI Ownership Summary

CHERRYDALE WEALTH MANAGEMENT, LLC reported DIMENSIONAL ETF TRUST (DFUV) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.52% in 2023 Q4. The latest visible filing shows DFUV at 0.25% 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 CHERRYDALE WEALTH MANAGEMENT, 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

DFUV was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.52% 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 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.

DFUV stock page CHERRYDALE WEALTH MANAGEMENT, LLC fund profile CHERRYDALE WEALTH MANAGEMENT, LLC full holdings
How CHERRYDALE WEALTH MANAGEMENT, LLC held DFUV β€” position size vs. price
% of Fund (quarterly)    DFUV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 17,798 -137 -0.8% 0.25% $795K 2025-10-14 $44.13
2025 Q2 REDUCED 17,935 -111 -0.6% 0.26% $758K 2025-07-14 $42.43
2025 Q1 ADDED 18,046 +46 +0.3% 0.29% $744K 2025-04-14 $37.89
2024 Q4 ADDED 18,000 +74 +0.4% 0.28% $737K 2025-01-15 $41.24
2024 Q3 ADDED 17,926 +74 +0.4% 0.31% $747K 2024-10-11 $41.29
2024 Q2 REDUCED 17,852 -1,770 -9.0% 0.31% $701K 2024-07-11 $38.78
2024 Q1 REDUCED 19,622 -7,134 -26.7% 0.38% $803K 2024-04-12 $37.88
2023 Q4 ADDED 26,756 +912 +3.5% 0.52% $996K 2024-01-08 $35.88
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding DFUV

As of 2026 Q1 β€” sorted by position size

Aspen Wealth Management LLC 3Y 0.32% Ridgewood Investments LLC 3Y 7Y 0.16% COLLECTIVE FAMILY OFFICE LLC 3Y 0.15% Ares Financial Consulting, LLC 0.1% Rise Advisors, LLC 3Y 0.1% Financial Insights, Inc. 3Y 7Y 0.08% ROWLANDMILLER & PARTNERS.ADV 3Y 7Y 0.05% Aspect Partners, LLC 0.04% LVM CAPITAL MANAGEMENT LTD/MI 3Y 7Y 0.03% Hilltop National Bank 0.03%

FAQ About CHERRYDALE WEALTH MANAGEMENT, 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 CHERRYDALE WEALTH MANAGEMENT, LLC reported owning DFUV?

CHERRYDALE WEALTH MANAGEMENT, LLC reported DFUV across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported DFUV position in CHERRYDALE WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for DFUV was 0.52% in 2023 Q4.

What is the latest reported DFUV position on this page?

The most recent filing on this page is 2025 Q3, when CHERRYDALE WEALTH MANAGEMENT, LLC reported 17,798 shares, equal to 0.25% of portfolio, with an estimated market value of $795K.

What does the chart on this DFUV ownership page compare?

The chart compares CHERRYDALE WEALTH MANAGEMENT, 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.

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