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 (DFAS). 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 | 92,650 | +8,115 | +9.6% | 1.20% | $6.5M | $69.67 |
| 2025 Q3 | ADDED | 84,535 | +13,929 | +19.7% | 1.53% | $5.8M | $68.27 |
| 2025 Q2 | ADDED | 70,606 | +8,401 | +13.5% | 1.72% | $4.5M | $63.36 |
| 2025 Q1 | REDUCED | 62,205 | -5,387 | -8.0% | 1.77% | $3.7M | $59.26 |
| 2024 Q4 | ADDED | 67,592 | +7,877 | +13.2% | 2.04% | $4.4M | $64.41 |
| 2024 Q3 | ADDED | 59,715 | +7,997 | +15.5% | 2.04% | $3.9M | $64.02 |
| 2024 Q2 | ADDED | 51,718 | +8,407 | +19.4% | 2.45% | $3.1M | $59.15 |
| 2024 Q1 | ADDED | 43,311 | +4,241 | +10.9% | 2.48% | $2.7M | $61.21 |
| 2023 Q4 | INITIATED | 39,070 | — | — | 2.27% | $2.3M | — |
As of 2025 Q4 — sorted by position size