Ownership history in Dynamic Advisor Solutions LLC · 18 quarters on record
This page tracks every 13F SEC filing in which Dynamic Advisor Solutions LLC reported a position in DIMENSIONAL ETF TRUST (DFUS). 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 | REDUCED | 555,358 | -79,829 | -12.6% | 1.32% | $41.2M | $74.17 |
| 2025 Q3 | REDUCED | 635,187 | -1,935 | -0.3% | 1.34% | $46.0M | $72.29 |
| 2025 Q2 | REDUCED | 637,122 | -18,090 | -2.8% | 1.32% | $42.7M | $66.71 |
| 2025 Q1 | ADDED | 655,212 | +2,532 | +0.4% | 1.31% | $39.6M | $60.04 |
| 2024 Q4 | ADDED | 652,680 | +2,559 | +0.4% | 1.80% | $41.6M | $63.14 |
| 2024 Q3 | REDUCED | 650,121 | -2,672 | -0.4% | 1.21% | $40.4M | $61.40 |
| 2024 Q2 | ADDED | 652,793 | +219,377 | +50.6% | 1.21% | $38.4M | $57.94 |
| 2024 Q1 | ADDED | 433,416 | +26,523 | +6.5% | 0.83% | $24.7M | $55.95 |
| 2023 Q4 | ADDED | 406,893 | +43,992 | +12.1% | 0.77% | $20.7M | $50.78 |
| 2023 Q3 | ADDED | 362,901 | +122,255 | +50.8% | 0.80% | $16.9M | $45.40 |
As of 2025 Q4 — sorted by position size