DFSV β€” DIMENSIONAL ETF TRUST

Ownership history in Focus Partners Advisor Solutions, LLC  Β·  13 quarters on record

AI Ownership Summary

Focus Partners Advisor Solutions, LLC reported DIMENSIONAL ETF TRUST (DFSV) in 13 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.78% in 2025 Q4. The latest visible filing shows DFSV at 0.78% 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 DFSV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Focus Partners Advisor Solutions, LLC'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
2025 Q4

DFSV was reported at 0.78% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.78% in 2025 Q4

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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.

DFSV stock page Focus Partners Advisor Solutions, LLC fund profile Focus Partners Advisor Solutions, LLC full holdings
How Focus Partners Advisor Solutions, LLC held DFSV β€” position size vs. price
% of Fund (quarterly)    DFSV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 1,930,943 +406,920 +26.7% 0.78% $63.5M 2026-02-14 (Est.) $36.81
2025 Q3 REDUCED 1,524,023 -134,938 -8.1% 0.55% $48.5M 2025-11-12 $31.58
2025 Q2 ADDED 1,658,961 +678,179 +69.1% 0.65% $48.8M 2025-07-31 $29.46
2025 Q1 ADDED 980,782 +261,622 +36.4% 0.42% $27.6M 2025-05-15 $28.56
2024 Q4 ADDED 719,160 +119,197 +19.9% 0.37% $22.1M 2025-02-18 $30.97
2024 Q3 ADDED 599,963 +75,340 +14.4% 0.39% $18.5M 2024-11-14 $31.76
2024 Q2 ADDED 524,623 +42,458 +8.8% 0.40% $15.1M 2024-08-14 $28.28
2024 Q1 ADDED 482,165 +308,215 +177.2% 0.42% $14.5M 2024-05-15 $29.21
2023 Q4 ADDED 173,950 +116,891 +204.9% 0.24% $5.1M 2024-02-14 $27.28
2023 Q3 ADDED 57,059 +2,860 +5.3% 0.07% $1.4M 2023-11-15 $25.06
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding DFSV

As of 2025 Q4 β€” sorted by position size

Hassell Wealth Management, LLC 3Y 8.78% Arista Wealth Management, LLC 3Y 8.41% Seaside Wealth Management, Inc. 3Y 8.33% Oceanside Advisors LLC 8.07% SENTINEL WEALTH MANAGEMENT, INC. 6.97% Leading Edge Financial Planning LLC 3Y 6.92% von Borstel & Associates, Inc. 6.46% Stordahl Capital Management, Inc. 3Y 7Y 6.3% Physician Wealth Solutions Inc. 5.98% Grunden Financial Advisory, Inc. 5.96%

FAQ About Focus Partners Advisor Solutions, LLC and DFSV

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

How long has Focus Partners Advisor Solutions, LLC reported owning DFSV?

Focus Partners Advisor Solutions, LLC reported DFSV across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported DFSV position in Focus Partners Advisor Solutions, LLC's portfolio?

The largest reported portfolio weight for DFSV was 0.78% in 2025 Q4.

What is the latest reported DFSV position on this page?

The most recent filing on this page is 2025 Q4, when Focus Partners Advisor Solutions, LLC reported 1,930,943 shares, equal to 0.78% of portfolio, with an estimated market value of $63.5M.

What does the chart on this DFSV ownership page compare?

The chart compares Focus Partners Advisor Solutions, LLC's quarterly DFSV 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.

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