Ownership history in Financial Architects, LLC Β· 9 quarters on record
This page tracks every 13F SEC filing in which Financial Architects, 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 β sourced directly from SEC EDGAR 13F filings.
π Financial Architects, LLC underperformed the S&P 500 by β9.7% annually on this DFSV position. Timing score: 71% (5/7 decisions correct). Average cost basis: $29.34. Maximum drawdown during holding period: β8.3%.
β Significantly underperformed the S&P 500 by 9.7% ann.
7 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
5 of 7 add/trim decisions correct
Best entry: $27.78 (2025 Q1) Β· Worst: $32.89 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 2 trims. Bought during 2 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Financial Architects, LLC has been actively increasing its DFSV allocation β a bullish signal from insiders.
Currently 5.68% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.