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.
| 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 |
| 2024 Q4 | ADDED | 248,045 | +8,830 | +3.7% | 4.17% | $6.5M | $25.46 |
| 2024 Q3 | ADDED | 239,215 | +125 | +0.1% | 4.39% | $6.8M | $27.41 |
| 2024 Q2 | ADDED | 239,090 | +4,710 | +2.0% | 4.47% | $6.6M | $26.12 |
| 2024 Q1 | ADDED | 234,380 | +32,210 | +15.9% | 4.21% | $6.1M | $24.48 |
| 2023 Q4 | INITIATED | 202,170 | — | — | 4.01% | $5.1M | — |
As of 2025 Q4 — sorted by position size