DFCF — DIMENSIONAL ETF TRUST

Ownership history in LVZ, Inc. · 15 quarters on record

This page tracks every 13F SEC filing in which LVZ, Inc. reported a position in DIMENSIONAL ETF TRUST (DFCF). 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

0.72% (2025 Q4)

Avg. % of fund

0.43%

First filed

2022 Q2

Last filed

2025 Q4

Quarters held

15

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	151,953	+27,026	+21.6%	0.72%	$6.5M	$42.44
2025 Q3	ADDED	124,927	+18,446	+17.3%	0.61%	$5.3M	$42.01
2025 Q2	ADDED	106,481	+2,321	+2.2%	0.54%	$4.5M	$41.06
2025 Q1	REDUCED	104,160	-11,122	-9.6%	0.57%	$4.4M	$40.38

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

Other funds also holding DFCF

As of 2025 Q4 — sorted by position size

Ferguson Johnson Wealth Management Inc 23.41% Core Wealth Management, Inc. 3Y 22.72% Creative Capital Management Investments LLC 3Y 15.91% Great Waters Wealth Management 3Y 14.58% Wheels Up Wealth, Inc. 14.22% Grunden Financial Advisory, Inc. 13.87% WPWealth LLP 3Y 13.24% Hiley Hunt Wealth Management 13.1% Truepoint, Inc. 3Y 7Y 12.01% DiNuzzo Private Wealth, Inc. 11.31%

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