DGCB — DIMENSIONAL ETF TRUST

Ownership history in Foundry Financial LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Foundry Financial LLC reported a position in DIMENSIONAL ETF TRUST (DGCB). 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
1.4% (2025 Q4)
Avg. % of fund
1.4%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 49,135 — — 1.40% $2.7M $54.24
% of Fund (quarterly)    DGCB price (monthly, adj. close)

Other funds also holding DGCB

As of 2025 Q4 — sorted by position size

DRAVO BAY LLC 3Y 5.44% Mattern Wealth Management LLC 3Y 2.59% DiNuzzo Private Wealth, Inc. 1.94% TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 3Y 1.72% Vestmark Advisory Solutions, Inc. 3Y 1.13% TCFG WEALTH MANAGEMENT, LLC 1.05% Two West Capital Advisors LLC 0.89% Meredith Wealth Planning 3Y 0.76% C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3Y 0.42% Nalls Sherbakoff Group, LLC 0.37%
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