DFEV — DIMENSIONAL ETF TRUST

Ownership history in Financial Architects, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Financial Architects, 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
4.82% (2025 Q4)
Avg. % of fund
4.42%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 265,840 +5,730 +2.2% 4.82% $9.0M $33.74
2025 Q3 ADDED 260,110 +6,095 +2.4% 4.72% $8.3M $31.70
2025 Q2 ADDED 254,015 +285 +0.1% 4.63% $7.6M $29.45
2025 Q1 ADDED 253,730 +5,685 +2.3% 4.38% $6.9M $26.33
5 older quarters 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% 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% Marquette Asset Management, LLC 3Y 7Y 3.36%
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