Financial Connections Group, Inc. DFSU — DIMENSIONAL ETF TRUST

Ownership history in Financial Connections Group, Inc.  ·  14 quarters on record

AI Ownership Summary

Financial Connections Group, Inc. reported DIMENSIONAL ETF TRUST (DFSU) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.74% in 2025 Q2. The latest visible filing shows DFSU at 0.66% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DFSU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial Connections Group, Inc.'s position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DFSU was reported at 0.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.74% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DFSU stock page Financial Connections Group, Inc. fund profile Financial Connections Group, Inc. full holdings
How Financial Connections Group, Inc. held DFSU — position size vs. price
% of Fund (quarterly)    DFSU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 46,359 +1,201 +2.7% 0.66% $2K 2026-05-01 $44.99
2025 Q4 ADDED — — — 45,158 +828 +1.9% 0.67% $2.0M 2026-01-23 $43.95
2025 Q3 REDUCED — — — 44,330 -1,247 -2.7% 0.73% $1.9M 2025-10-10 $41.18
2025 Q2 ADDED — — — 45,577 +27,442 +151.3% 0.74% $1.8M 2025-07-24 $40.15
2025 Q1 ADDED — — — 18,135 +5,904 +48.3% 0.29% $649K 2025-05-09 $35.74
2024 Q4 ADDED — — — 12,231 +4 +0.0% 0.22% $463K 2025-01-29 $38.72
2024 Q3 ADDED — — — 12,227 +142 +1.2% 0.22% $454K 2024-10-18 $37.44
2024 Q2 REDUCED 35.6% +6.9% ❌ 12,085 -6,667 -35.6% 0.22% $421K 2024-07-26 $34.91
2024 Q1 ADDED — — — 18,752 +1,205 +6.9% 0.71% $646K 2024-05-03 $32.59
2023 Q4 ADDED — — — 17,547 +5,904 +50.7% 0.35% $546K 2024-01-26 $31.08
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DFSU

As of 2026 Q1 — sorted by position size

Retirement Solution LLC 3Y 53.13% Citrine Capital LLC 24.57% AWM CAPITAL, LLC 3Y 12.2% Quantum Financial Advisors, LLC 3Y 11.07% Broadhurst Jeffrey B 7.09% Five Oceans Advisors 3Y 6.95% Abacus Wealth Partners, LLC 4.81% Donalies Financial Planning, LLC 4.73% Momentous Wealth Management, Inc. 4.56% QUARRY HILL ADVISORS, LLC 3Y 4.51%

FAQ About Financial Connections Group, Inc. and DFSU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Financial Connections Group, Inc. reported owning DFSU?

Financial Connections Group, Inc. reported DFSU across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DFSU position in Financial Connections Group, Inc.'s portfolio?

The largest reported portfolio weight for DFSU was 0.74% in 2025 Q2.

What is the latest reported DFSU position on this page?

The most recent filing on this page is 2026 Q1, when Financial Connections Group, Inc. reported 46,359 shares, equal to 0.66% of portfolio, with an estimated market value of $2K.

What does the chart on this DFSU ownership page compare?

The chart compares Financial Connections Group, Inc.'s quarterly DFSU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Financial Connections Group, Inc. time their DFSU position?

Based on 13F filing dates vs. subsequent DFSU price moves, Financial Connections Group, Inc. correctly timed 8 out of 13 reported position changes (62%). The annualised alpha on DFSU relative to SPY over the holding period was -2.1%.

← Back to Financial Connections Group, Inc. Holdings