DFSD DIMENSIONAL ETF TRUST

Ownership history in Five Oceans Advisors  ·  15 quarters on record

This page tracks every 13F SEC filing in which Five Oceans Advisors reported a position in DIMENSIONAL ETF TRUST (DFSD). 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
1.21% (2024 Q4)
Avg. % of fund
0.96%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 56,530 +26 +0.0% 0.96% $2.7M $47.95
2025 Q3 ADDED 56,504 +64 +0.1% 1.00% $2.7M $47.42
2025 Q2 ADDED 56,440 +3,798 +7.2% 1.16% $2.7M $46.72
2025 Q1 REDUCED 52,642 -3,526 -6.3% 1.20% $2.5M $45.83
2024 Q4 ADDED 56,168 +28,874 +105.8% 1.21% $2.6M $44.98
2024 Q3 UNCHANGED 27,294 0% 0.62% $1.3M $44.94
2024 Q2 REDUCED 27,294 -1,501 -5.2% 0.67% $1.3M $43.77
2024 Q1 ADDED 28,795 +7 +0.0% 0.70% $1.4M $43.31
2023 Q4 REDUCED 28,788 -457 -1.6% 0.76% $1.4M $43.01
2023 Q3 REDUCED 29,245 -6,502 -18.2% 0.87% $1.4M $41.69
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% of Fund (quarterly)    DFSD price (monthly, adj. close)
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