DFSV β€” DIMENSIONAL ETF TRUST

Ownership history in Clarity Wealth Development LLC  Β·  5 quarters on record

AI Ownership Summary

Clarity Wealth Development LLC reported DIMENSIONAL ETF TRUST (DFSV) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 12.61% in 2025 Q4. The latest visible filing shows DFSV at 12.61% 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.

What this DFSV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Clarity Wealth Development 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

DFSV was reported at 12.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.61% in 2025 Q4

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

Time in book
Holding Window
2024 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.

How Clarity Wealth Development LLC held DFSV β€” position size vs. price
% of Fund (quarterly)    DFSV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 453,367 +49,467 +12.2% 12.61% $14.9M 2026-02-14 (Est.) $36.81
2025 Q3 ADDED 403,900 +23,174 +6.1% 11.62% $12.9M 2025-11-12 $31.58
2025 Q2 ADDED 380,726 +16,964 +4.7% 11.16% $11.2M 2025-08-05 $29.50
2025 Q1 ADDED 363,762 +31,481 +9.5% 10.78% $9.7M 2025-05-12 $28.52
2024 Q4 INITIATED 332,281 β€” β€” 11.44% $10.5M 2025-02-10 $30.77

FAQ About Clarity Wealth Development LLC and DFSV

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

How long has Clarity Wealth Development LLC reported owning DFSV?

Clarity Wealth Development LLC reported DFSV across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported DFSV position in Clarity Wealth Development LLC's portfolio?

The largest reported portfolio weight for DFSV was 12.61% in 2025 Q4.

What is the latest reported DFSV position on this page?

The most recent filing on this page is 2025 Q4, when Clarity Wealth Development LLC reported 453,367 shares, equal to 12.61% of portfolio, with an estimated market value of $14.9M.

What does the chart on this DFSV ownership page compare?

The chart compares Clarity Wealth Development LLC's quarterly DFSV 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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