Ownership history in ENZI WEALTH · 14 quarters on record
This page tracks every 13F SEC filing in which ENZI WEALTH reported a position in DIMENSIONAL ETF TRUST (DFAS). 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 | 47,996 | -114,447 | -70.5% | 1.25% | $3.5M | $69.67 |
| 2025 Q3 | ADDED | 162,443 | +1,205 | +0.7% | 3.86% | $11.0M | $68.27 |
| 2025 Q2 | ADDED | 161,238 | +573 | +0.4% | 3.86% | $10.5M | $63.36 |
| 2025 Q1 | ADDED | 160,665 | +7,944 | +5.2% | 3.76% | $9.3M | $59.26 |
| 2024 Q4 | ADDED | 152,721 | +1,919 | +1.3% | 3.94% | $10.3M | $64.41 |
| 2024 Q3 | ADDED | 150,802 | +4,634 | +3.2% | 3.86% | $9.9M | $64.02 |
| 2024 Q2 | ADDED | 146,168 | +3,208 | +2.2% | 3.82% | $8.7M | $59.15 |
| 2024 Q1 | REDUCED | 142,960 | -837 | -0.6% | 3.91% | $8.3M | $61.21 |
| 2023 Q4 | ADDED | 143,797 | +5,278 | +3.8% | 4.00% | $8.3M | $58.44 |
| 2023 Q3 | ADDED | 138,519 | +16,670 | +13.7% | 3.74% | $7.1M | $51.30 |
As of 2025 Q4 — sorted by position size