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 (DFEM). 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 | 424,214 | +54,372 | +14.7% | 2.60% | $14.0M | $33.08 |
| 2025 Q3 | ADDED | 369,842 | +61,300 | +19.9% | 3.13% | $11.9M | $31.87 |
| 2025 Q2 | ADDED | 308,542 | +21,019 | +7.3% | 3.51% | $9.2M | $29.26 |
| 2025 Q1 | ADDED | 287,523 | +3,186 | +1.1% | 3.63% | $7.6M | $25.86 |
| 2024 Q4 | ADDED | 284,337 | +35,546 | +14.3% | 3.45% | $7.4M | $25.54 |
| 2024 Q3 | ADDED | 248,791 | +36,329 | +17.1% | 3.70% | $7.0M | $27.27 |
| 2024 Q2 | ADDED | 212,462 | +18,000 | +9.3% | 4.48% | $5.7M | $25.65 |
| 2024 Q1 | ADDED | 194,462 | +22,100 | +12.8% | 4.61% | $5.0M | $24.29 |
| 2023 Q4 | INITIATED | 172,362 | — | — | 4.16% | $4.2M | — |
As of 2025 Q4 — sorted by position size