Ownership history in Discipline Wealth Solutions, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Discipline Wealth Solutions, LLC reported a position in DIMENSIONAL ETF TRUST (DFAC). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 1,600,389 | +477,461 | +42.5% | 11.74% | $63.4M | $39.59 |
| 2025 Q3 | ADDED | 1,122,928 | +164,352 | +17.1% | 11.42% | $43.3M | $38.48 |
| 2025 Q2 | ADDED | 958,576 | +50,279 | +5.5% | 13.16% | $34.4M | $35.66 |
| 2025 Q1 | ADDED | 908,297 | +33,226 | +3.8% | 14.30% | $30.0M | $32.72 |
| 2024 Q4 | ADDED | 875,071 | +86,443 | +11.0% | 14.02% | $30.3M | $34.23 |
| 2024 Q3 | ADDED | 788,628 | +99,436 | +14.4% | 14.27% | $27.0M | $33.84 |
| 2024 Q2 | ADDED | 689,192 | +80,212 | +13.2% | 17.54% | $22.2M | $31.72 |
| 2024 Q1 | ADDED | 608,980 | +72,100 | +13.4% | 17.95% | $19.4M | $31.35 |
| 2023 Q4 | INITIATED | 536,880 | — | — | 15.98% | $16.0M | — |
As of 2025 Q4 — sorted by position size