DFLV β€” DIMENSIONAL ETF TRUST

Ownership history in Foundry Financial LLC  Β·  1 quarter on record

This page tracks every 13F SEC filing in which Foundry Financial LLC reported a position in DIMENSIONAL ETF TRUST (DFLV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
5.12% (2025 Q4)
πŸ“Š Avg. % of fund
5.12%
πŸ“… First filed
2025 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
1
% of Fund (quarterly)    DFLV price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 284,673 β€” β€” 5.12% $9.7M $34.21

🏒 Other funds also holding DFLV

As of 2025 Q4 β€” sorted by position size

STAGE HARBOR FINANCIAL, LLC 14.59% Fort Vancouver Investment Management, LLC 13.58% FinDec Wealth Services, Inc. 3Y 12.65% MOSAIC FAMILY WEALTH PARTNERS, LLC 3Y 11.09% Team Hewins, LLC 3Y 10.09% ACORN CREEK CAPITAL LLC 9.75% EnRich Financial Partners LLC 8.71% Tilson Financial Group, Inc. 3Y 8.05% GREAT OAK CAPITAL PARTNERS, LLC 7.76% DiNuzzo Private Wealth, Inc. 6.76%
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