DFUS DIMENSIONAL ETF TRUST

Ownership history in Flagstone Financial Management  ·  13 quarters on record

This page tracks every 13F SEC filing in which Flagstone Financial Management reported a position in DIMENSIONAL ETF TRUST (DFUS). 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
28.58% (2025 Q3)
Avg. % of fund
26.83%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,486,333 -8,675 -0.6% 28.27% $110.2M $74.17
2025 Q3 ADDED 1,495,008 +28,087 +1.9% 28.58% $108.3M $72.29
2025 Q2 ADDED 1,466,921 +80,069 +5.8% 28.18% $98.3M $66.71
2025 Q1 ADDED 1,386,852 +61,847 +4.7% 27.02% $83.9M $60.04
2024 Q4 ADDED 1,325,005 +10,012 +0.8% 28.07% $84.5M $63.14
2024 Q3 ADDED 1,314,993 +22,447 +1.7% 27.42% $81.8M $61.40
2024 Q2 ADDED 1,292,546 +27,244 +2.2% 28.29% $76.1M $57.94
2024 Q1 ADDED 1,265,302 +12,494 +1.0% 27.85% $72.1M $55.95
2023 Q4 ADDED 1,252,808 +31,329 +2.6% 26.60% $64.9M $50.78
2023 Q3 ADDED 1,221,479 +80,982 +7.1% 26.01% $56.9M $45.40
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFUS price (monthly, adj. close)
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