DFSE — DIMENSIONAL ETF TRUST

Ownership history in Cook Wealth, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Cook Wealth, LLC reported a position in DIMENSIONAL ETF TRUST (DFSE). 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.

Peak position
0.69% (2024 Q1)
Avg. % of fund
0.55%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 30,153 — 0% 0.50% $1.0M $41.48
2025 Q2 UNCHANGED 30,153 — 0% 0.50% $1.0M $37.52
2025 Q1 REDUCED 30,153 -107 -0.4% 0.50% $1.0M $32.95
2024 Q4 ADDED 30,260 +144 +0.5% 0.47% $1.0M $32.35
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFSE price (monthly, adj. close)

Other funds also holding DFSE

As of 2025 Q4 — sorted by position size

Five Oceans Advisors 3Y 6.35% AWM CAPITAL, LLC 3Y 2.7% Balanced Rock Investment Advisors LLC 2.64% Quantum Financial Advisors, LLC 3Y 2.6% Abacus Wealth Partners, LLC 1.39% SACHEM HILL LLC 1.03% QUARRY HILL ADVISORS, LLC 3Y 0.93% Francis Financial, Inc. 3Y 7Y 0.87% New Capital Management LP 3Y 7Y 0.77% Wheels Up Wealth, Inc. 0.71%
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