DFUS β€” DIMENSIONAL ETF TRUST

Ownership history in G2 CAPITAL MANAGEMENT, LLC / OH  Β·  17 quarters on record

AI Ownership Summary

G2 CAPITAL MANAGEMENT, LLC / OH reported DIMENSIONAL ETF TRUST (DFUS) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 41.33% in 2025 Q3. The latest visible filing shows DFUS at 41.27% 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 DFUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was G2 CAPITAL MANAGEMENT, LLC / OH'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

DFUS was reported at 41.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
41.33% in 2025 Q3

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

Time in book
Holding Window
2023 Q4 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.

How G2 CAPITAL MANAGEMENT, LLC / OH held DFUS β€” position size vs. price
% of Fund (quarterly)    DFUS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 2,307,968 +47,353 +2.1% 41.27% $171.2M 2026-02-14 (Est.) $74.17
2025 Q3 ADDED 2,260,615 +82,204 +3.8% 41.33% $163.8M 2025-11-06 $72.47
2025 Q2 ADDED 2,178,411 +383,722 +21.4% 41.02% $146.0M 2025-07-25 $68.63
2025 Q1 ADDED 1,794,689 +123,304 +7.4% 32.88% $108.5M 2025-04-23 $57.37
2024 Q4 ADDED 1,671,385 +11,089 +0.7% 31.41% $106.6M 2025-02-07 $64.81
2024 Q3 ADDED 1,660,296 +8,408 +0.5% 30.42% $103.3M 2024-11-04 $60.96
2024 Q2 ADDED 1,651,888 +22,721 +1.4% 30.26% $97.2M 2024-08-12 $56.63
2024 Q1 ADDED 1,629,167 +10,637 +0.7% 29.86% $92.8M 2024-05-10 $55.52
2023 Q4 REDUCED 1,618,530 -27,164 -1.7% 28.51% $83.9M 2024-01-29 $52.23
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About G2 CAPITAL MANAGEMENT, LLC / OH and DFUS

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

How long has G2 CAPITAL MANAGEMENT, LLC / OH reported owning DFUS?

G2 CAPITAL MANAGEMENT, LLC / OH reported DFUS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DFUS position in G2 CAPITAL MANAGEMENT, LLC / OH's portfolio?

The largest reported portfolio weight for DFUS was 41.33% in 2025 Q3.

What is the latest reported DFUS position on this page?

The most recent filing on this page is 2025 Q4, when G2 CAPITAL MANAGEMENT, LLC / OH reported 2,307,968 shares, equal to 41.27% of portfolio, with an estimated market value of $171.2M.

What does the chart on this DFUS ownership page compare?

The chart compares G2 CAPITAL MANAGEMENT, LLC / OH's quarterly DFUS 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.

← Back to G2 CAPITAL MANAGEMENT, LLC / OH Holdings