DFEV — DIMENSIONAL ETF TRUST

Ownership history in Efficient Frontier Advisors LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Efficient Frontier Advisors LLC reported a position in DIMENSIONAL ETF TRUST (DFEV). 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.

Peak position
0.63% (2025 Q2)
Avg. % of fund
0.53%
First filed
2024 Q2
Last filed
2025 Q2
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 UNCHANGED 32,975 — 0% 0.63% $989K $29.45
2025 Q1 ADDED 32,975 +870 +2.7% 0.58% $892K $26.33
2024 Q4 UNCHANGED 32,105 — 0% 0.56% $841K $25.46
2024 Q3 ADDED 32,105 +16,739 +108.9% 0.59% $914K $27.41
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFEV price (monthly, adj. close)

Other funds also holding DFEV

As of 2025 Q4 — sorted by position size

Sensible Money, LLC 7.88% EAGLE WEALTH STRATEGIES LLC 7.59% True Wealth Design, LLC 3Y 6.97% Asset Dedication, LLC 3Y 7Y 5.88% Financial Architects, LLC 4.82% Cambridge Financial Group, LLC 4.72% Financially in Tune, LLC 4.23% Strata Wealth Advisors, LLC 3.96% Freedom Investment Management, Inc. 3Y 7Y 3.44% McCartney Wealth Management LLC 3.43%
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