DFSV — 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 (DFSV). 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
3.03% (2024 Q4)
Avg. % of fund
2.92%
First filed
2024 Q2
Last filed
2025 Q2
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 ADDED 152,343 +3,444 +2.3% 2.85% $4.5M $29.18
2025 Q1 UNCHANGED 148,899 — 0% 2.73% $4.2M $27.78
2024 Q4 UNCHANGED 148,899 — 0% 3.03% $4.6M $30.29
2024 Q3 UNCHANGED 148,899 — 0% 2.97% $4.6M $30.18
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFSV price (monthly, adj. close)

Other funds also holding DFSV

As of 2025 Q4 — sorted by position size

Hassell Wealth Management, LLC 3Y 8.78% Arista Wealth Management, LLC 3Y 8.41% Seaside Wealth Management, Inc. 3Y 8.33% Oceanside Advisors LLC 8.07% SENTINEL WEALTH MANAGEMENT, INC. 6.97% Leading Edge Financial Planning LLC 3Y 6.92% von Borstel & Associates, Inc. 6.46% Stordahl Capital Management, Inc. 3Y 7Y 6.3% Physician Wealth Solutions Inc. 5.98% Grunden Financial Advisory, Inc. 5.96%
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