Ownership history in Dynamic Advisor Solutions LLC · 14 quarters on record
This page tracks every 13F SEC filing in which Dynamic Advisor Solutions LLC reported a position in DIMENSIONAL ETF TRUST (DFNM). 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 Q3 | REDUCED | 9,333 | -700 | -7.0% | 0.01% | $448K | $47.40 |
| 2025 Q2 | REDUCED | 10,033 | -1,920 | -16.1% | 0.01% | $476K | $46.51 |
| 2025 Q1 | ADDED | 11,953 | +11 | +0.1% | 0.02% | $569K | $46.31 |
| 2024 Q4 | ADDED | 11,942 | +301 | +2.6% | 0.02% | $570K | $46.24 |
| 2024 Q3 | REDUCED | 11,641 | -8 | -0.1% | 0.02% | $565K | $46.55 |
| 2024 Q2 | ADDED | 11,649 | +19 | +0.2% | 0.02% | $556K | $45.50 |
| 2024 Q1 | ADDED | 11,630 | +14 | +0.1% | 0.02% | $559K | $45.51 |
| 2023 Q4 | ADDED | 11,616 | +1,250 | +12.1% | 0.02% | $563K | $45.69 |
| 2023 Q3 | ADDED | 10,366 | +8 | +0.1% | 0.02% | $482K | $43.43 |
| 2023 Q2 | ADDED | 10,358 | +1,053 | +11.3% | 0.03% | $493K | $44.26 |
As of 2025 Q4 — sorted by position size