DFUS DIMENSIONAL ETF TRUST

Ownership history in Intelligence Driven Advisers, LLC  ·  18 quarters on record

This page tracks every 13F SEC filing in which Intelligence Driven Advisers, LLC reported a position in DIMENSIONAL ETF TRUST (DFUS). 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
15.85% (2024 Q4)
Avg. % of fund
8.71%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,454,009 -95,598 -6.2% 15.42% $107.8M $74.17
2025 Q3 ADDED 1,549,607 +16,954 +1.1% 15.56% $112.3M $72.29
2025 Q2 ADDED 1,532,653 +196,806 +14.7% 15.49% $102.7M $66.71
2025 Q1 ADDED 1,335,847 +13,945 +1.1% 15.56% $80.8M $60.04
2024 Q4 REDUCED 1,321,902 -443,555 -25.1% 15.85% $84.3M $63.14
2024 Q3 ADDED 1,765,457 +3 +0.0% 15.70% $109.8M $61.40
2024 Q2 ADDED 1,765,454 +63,602 +3.7% 14.72% $103.9M $57.94
2024 Q1 REDUCED 1,701,852 -60,592 -3.4% 14.33% $97.0M $55.95
2023 Q4 ADDED 1,762,444 +1,448,658 +461.7% 14.95% $92.5M $50.78
2023 Q3 REDUCED 313,786 -27,231 -8.0% 2.57% $14.5M $45.40
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFUS price (monthly, adj. close)
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