DUSB — DIMENSIONAL ETF TRUST

Ownership history in Hiley Hunt Wealth Management  ·  5 quarters on record

This page tracks every 13F SEC filing in which Hiley Hunt Wealth Management reported a position in DIMENSIONAL ETF TRUST (DUSB). 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
5.02% (2025 Q4)
Avg. % of fund
4.5%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 221,349 +41,343 +23.0% 5.02% $11.2M $50.43
2025 Q3 ADDED 180,006 +11,396 +6.8% 4.30% $9.1M $49.92
2025 Q2 ADDED 168,610 +2,509 +1.5% 4.33% $8.6M $49.34
2025 Q1 ADDED 166,101 +13,615 +8.9% 4.60% $8.4M $48.79
2024 Q4 INITIATED 152,486 — — 4.28% $7.7M $48.24
% of Fund (quarterly)    DUSB price (monthly, adj. close)

Other funds also holding DUSB

As of 2025 Q4 — sorted by position size

Planning Center, Inc. 3Y 17.67% Rachor Investment Advisory Services, LLC 10.02% American Capital Advisory, LLC 7.69% Sterling Wealth Management, Inc. 6.82% TAGStone Capital, Inc. 3Y 5.28% Onyx Financial Advisors, LLC 3Y 4.39% Foundry Financial LLC 4.38% SC&H Financial Advisors, Inc. 3Y 4.22% SJS Investment Consulting Inc. 3Y 4.12% John A. Wolfe & Associates, Inc. 3.87%
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