DFEV β€” DIMENSIONAL ETF TRUST

Ownership history in Heritage Financial Services, LLC  Β·  13 quarters on record

AI Ownership Summary

Heritage Financial Services, LLC reported DIMENSIONAL ETF TRUST (DFEV) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 7.26% in 2023 Q4. The latest visible filing shows DFEV at 0.23% 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 DFEV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Heritage Financial Services, 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

DFEV was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.26% in 2023 Q4

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.

DFEV stock page Heritage Financial Services, LLC fund profile Heritage Financial Services, LLC full holdings
How Heritage Financial Services, LLC held DFEV β€” position size vs. price
% of Fund (quarterly)    DFEV 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 REDUCED 82,590 -1,750 -2.1% 0.23% $2.8M 2026-02-14 (Est.) $37.79
2025 Q3 REDUCED 84,340 -1,681 -2.0% 0.24% $2.7M 2025-10-30 $33.18
2025 Q2 REDUCED 86,021 -1,455 -1.7% 0.25% $2.6M 2025-07-18 $29.91
2025 Q1 REDUCED 87,476 -39,852 -31.3% 0.23% $2.4M 2025-05-14 $27.58
2024 Q4 REDUCED 127,328 -21,344 -14.4% 0.44% $3.3M 2025-01-23 $25.69
2024 Q3 REDUCED 148,672 -2,531 -1.7% 0.56% $4.2M 2024-10-23 $26.72
2024 Q2 REDUCED 151,203 -26,596 -15.0% 0.60% $4.2M 2024-07-23 $25.89
2024 Q1 REDUCED 177,799 -1,514,816 -89.5% 0.69% $4.6M 2024-05-14 $25.78
2023 Q4 ADDED 1,692,615 +161,793 +10.6% 7.26% $42.7M 2024-02-02 $23.26
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding DFEV

As of 2025 Q4 β€” sorted by position size

Sensible Money, LLC 7.88% EAGLE WEALTH STRATEGIES LLC 7.59% True Wealth Design, LLC 3Y 6.97% SPWM Advisors LLC 6.06% Asset Dedication, LLC 3Y 7Y 5.88% Financial Architects, LLC 4.82% Cambridge Financial Group, LLC 4.72% Financially in Tune, LLC 4.23% Strata Wealth Advisors, LLC 3.96% Freedom Investment Management, Inc. 3Y 7Y 3.44%

FAQ About Heritage Financial Services, LLC and DFEV

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

How long has Heritage Financial Services, LLC reported owning DFEV?

Heritage Financial Services, LLC reported DFEV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DFEV position in Heritage Financial Services, LLC's portfolio?

The largest reported portfolio weight for DFEV was 7.26% in 2023 Q4.

What is the latest reported DFEV position on this page?

The most recent filing on this page is 2025 Q4, when Heritage Financial Services, LLC reported 82,590 shares, equal to 0.23% of portfolio, with an estimated market value of $2.8M.

What does the chart on this DFEV ownership page compare?

The chart compares Heritage Financial Services, LLC's quarterly DFEV 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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