DFSU — DIMENSIONAL ETF TRUST

Ownership history in Five Oceans Advisors  ·  12 quarters on record

This page tracks every 13F SEC filing in which Five Oceans Advisors reported a position in DIMENSIONAL ETF TRUST (DFSU). 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
6.73% (2025 Q4)
Avg. % of fund
1.96%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 438,771 +63,300 +16.9% 6.73% $19.1M $43.43
2025 Q3 ADDED 375,471 +259,411 +223.5% 5.87% $15.9M $42.38
2025 Q2 ADDED 116,060 +33,441 +40.5% 1.94% $4.6M $39.08
2025 Q1 REDUCED 82,619 -899 -1.1% 1.42% $3.0M $35.56
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFSU price (monthly, adj. close)

Other funds also holding DFSU

As of 2025 Q4 — sorted by position size

AWM CAPITAL, LLC 3Y 12.0% Quantum Financial Advisors, LLC 3Y 11.71% Abacus Wealth Partners, LLC 5.3% QUARRY HILL ADVISORS, LLC 3Y 4.56% Momentous Wealth Management, Inc. 4.54% Wheels Up Wealth, Inc. 3.4% Northland Capital Management LLC 3Y 3.19% Gibson Capital, LLC 3Y 7Y 2.99% New Capital Management LP 3Y 7Y 2.91% Triune Financial Partners, LLC 2.81%
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