DFUV — DFA US Equity Value ETF/Dimensional ETF Trust

Ownership history in LAM GROUP, INC. · 13 quarters on record

This page tracks every 13F SEC filing in which LAM GROUP, INC. reported a position in DFA US Equity Value ETF/Dimensional ETF Trust (DFUV). 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

4.86% (2022 Q4)

Avg. % of fund

4.19%

First filed

2022 Q4

Last filed

2025 Q4

Quarters held

13

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	130,385	+113	+0.1%	3.48%	$6.1M	$46.59
2025 Q3	ADDED	130,272	+5	+0.0%	3.61%	$5.8M	$44.53
2025 Q2	ADDED	130,267	+15	+0.0%	3.68%	$5.5M	$41.95
2025 Q1	REDUCED	130,252	-1,602	-1.2%	3.95%	$5.4M	$40.69

% of Fund (quarterly) DFUV price (monthly, adj. close)

Other funds also holding DFUV

As of 2025 Q4 — sorted by position size

Richard Young Associates, Ltd. 25.63% Disciplined Equity Management, Inc. 3Y 19.37% DIXON FNANCIAL SERVICES, INC. 3Y 15.72% Team Hewins, LLC 3Y 14.58% Heritage Wealth Management, Inc./Texas 3Y 13.66% Parkwoods Wealth Partners, LLC 12.92% PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 12.85% Meritas Wealth Management, LLC 12.63% Index Fund Advisors, Inc. 3Y 12.54% Triune Financial Partners, LLC 10.82%

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