DFSV DIMENSIONAL ETF TRUST

Ownership history in Cravens & Co Advisors, LLC  ·  13 quarters on record

AI Ownership Summary

Cravens & Co Advisors, LLC reported DIMENSIONAL ETF TRUST (DFSV) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.08% in 2025 Q4. The latest visible filing shows DFSV at 3.08% 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 DFSV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cravens & Co Advisors, 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 3.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.08% 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
2023 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 Cravens & Co Advisors, LLC held DFSV — position size vs. price
% of Fund (quarterly)    DFSV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 136,080 +613 +0.5% 3.08% $4.7M 2026-02-14 (Est.) $36.81
2025 Q3 ADDED 135,467 +3,257 +2.5% 2.94% $4.3M 2025-10-29 $31.23
2025 Q2 ADDED 132,210 +15,424 +13.2% 2.90% $3.9M 2025-08-12 $30.38
2025 Q1 ADDED 116,786 +3,606 +3.2% 2.55% $3.3M 2025-05-14 $28.50
2024 Q4 ADDED 113,180 +1,000 +0.9% 2.65% $3.5M 2025-02-13 $30.73
2024 Q3 REDUCED 112,180 -801 -0.7% 2.67% $3.5M 2024-11-13 $31.93
2024 Q2 ADDED 112,981 +9,861 +9.6% 2.41% $3.3M 2024-08-01 $29.82
2024 Q1 ADDED 103,120 +2,325 +2.3% 2.58% $3.1M 2024-04-02 $28.48
2023 Q4 REDUCED 100,795 -653 -0.6% 2.53% $2.9M 2024-02-09 $27.35
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Cravens & Co Advisors, 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 Cravens & Co Advisors, LLC reported owning DFSV?

Cravens & Co Advisors, LLC reported DFSV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DFSV position in Cravens & Co Advisors, LLC's portfolio?

The largest reported portfolio weight for DFSV was 3.08% in 2025 Q4.

What is the latest reported DFSV position on this page?

The most recent filing on this page is 2025 Q4, when Cravens & Co Advisors, LLC reported 136,080 shares, equal to 3.08% of portfolio, with an estimated market value of $4.7M.

What does the chart on this DFSV ownership page compare?

The chart compares Cravens & Co Advisors, 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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