Ownership history in ENZI WEALTH · 11 quarters on record
This page tracks every 13F SEC filing in which ENZI WEALTH reported a position in DIMENSIONAL ETF TRUST (DFEM). 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 | 54,057 | -142,568 | -72.5% | 0.66% | $1.9M | $33.08 |
| 2025 Q3 | REDUCED | 196,625 | -740 | -0.4% | 2.25% | $6.4M | $31.87 |
| 2025 Q2 | REDUCED | 197,365 | -2,490 | -1.2% | 2.16% | $5.9M | $29.26 |
| 2025 Q1 | ADDED | 199,855 | +5,785 | +3.0% | 2.15% | $5.3M | $25.86 |
As of 2025 Q4 — sorted by position size