DISV — DIMENSIONAL ETF TRUST

Ownership history in Efficient Frontier Advisors LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Efficient Frontier Advisors LLC reported a position in DIMENSIONAL ETF TRUST (DISV). 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
1.41% (2025 Q2)
Avg. % of fund
1.02%
First filed
2024 Q1
Last filed
2025 Q2
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 ADDED 67,280 +3,172 +4.9% 1.41% $2.2M $32.54
2025 Q1 UNCHANGED 64,108 — 0% 1.21% $1.9M $28.28
2024 Q4 UNCHANGED 64,108 — 0% 1.13% $1.7M $25.78
2024 Q3 ADDED 64,108 +24,763 +62.9% 1.21% $1.9M $28.02
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DISV price (monthly, adj. close)

Other funds also holding DISV

As of 2025 Q4 — sorted by position size

Miramar Fiduciary Corp 3Y 13.82% MB Generational Wealth, LLC 8.77% GREAT OAK CAPITAL PARTNERS, LLC 7.95% FISCHER INVESTMENT STRATEGIES, LLC 5.85% Integris Wealth Management, LLC 3Y 5.57% Equita Financial Network, Inc. 5.54% Shotwell Rutter Baer Inc 5.31% Keyes, Stange & Wooten Wealth Management, LLC 5.16% Meritas Wealth Management, LLC 5.16% Financial Architects, LLC 5.06%
← Back to Efficient Frontier Advisors LLC Holdings