Ownership history in Dodds Wealth, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Dodds Wealth, LLC reported a position in DIMENSIONAL ETF TRUST (DFAI). 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 | 149,348 | +543 | +0.4% | 1.40% | $5.7M | $38.11 |
| 2025 Q3 | REDUCED | 148,805 | -29 | -0.0% | 1.34% | $5.4M | $36.11 |
| 2025 Q2 | REDUCED | 148,834 | -5,506 | -3.6% | 1.38% | $5.1M | $34.21 |
| 2025 Q1 | REDUCED | 154,340 | -1,934 | -1.2% | 1.57% | $4.8M | $30.50 |
| 2024 Q4 | REDUCED | 156,274 | -19,958 | -11.3% | 1.51% | $4.7M | $28.43 |
| 2024 Q3 | REDUCED | 176,232 | -2,179 | -1.2% | 1.83% | $5.5M | $30.71 |
| 2024 Q2 | ADDED | 178,411 | +1,026 | +0.6% | 2.09% | $5.4M | $28.55 |
| 2024 Q1 | ADDED | 177,385 | +15,913 | +9.9% | 2.18% | $5.4M | $28.70 |
| 2023 Q4 | INITIATED | 161,472 | — | — | 2.37% | $4.6M | — |
As of 2025 Q4 — sorted by position size