DFSV — DIMENSIONAL ETF TRUST

Ownership history in Corrigan Financial, Inc.  ·  7 quarters on record

This page tracks every 13F SEC filing in which Corrigan Financial, Inc. reported a position in DIMENSIONAL ETF TRUST (DFSV). 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
0.94% (2025 Q1)
Avg. % of fund
0.74%
First filed
2023 Q3
Last filed
2025 Q1
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q1 ADDED 162,139 +32,707 +25.3% 0.94% $4.6M $27.78
2024 Q4 ADDED 129,432 +10,424 +8.8% 0.91% $4.0M $30.29
2024 Q3 ADDED 119,008 +17,701 +17.5% 0.84% $3.7M $30.18
2024 Q2 UNCHANGED 101,307 — 0% 0.78% $3.0M $28.11
2024 Q1 ADDED 101,307 +43,501 +75.3% 0.78% $3.0M $29.28
2023 Q4 ADDED 57,806 +9,633 +20.0% 0.51% $1.7M $28.27
2023 Q3 INITIATED 48,173 — — 0.41% $1.2M —
% of Fund (quarterly)    DFSV price (monthly, adj. close)

Other funds also holding DFSV

As of 2025 Q4 — sorted by position size

Hassell Wealth Management, LLC 3Y 8.78% Arista Wealth Management, LLC 3Y 8.41% Seaside Wealth Management, Inc. 3Y 8.33% Oceanside Advisors LLC 8.07% SENTINEL WEALTH MANAGEMENT, INC. 6.97% Leading Edge Financial Planning LLC 3Y 6.92% von Borstel & Associates, Inc. 6.46% Stordahl Capital Management, Inc. 3Y 7Y 6.3% Physician Wealth Solutions Inc. 5.98% Grunden Financial Advisory, Inc. 5.96%
← Back to Corrigan Financial, Inc. Holdings