DFUS — 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 (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

0.84% (2025 Q4)

Avg. % of fund

0.54%

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	101,868	+12,964	+14.6%	0.84%	$7.6M	$74.17
2025 Q3	ADDED	88,904	+12,435	+16.3%	0.73%	$6.4M	$72.29
2025 Q2	ADDED	76,469	+2,880	+3.9%	0.61%	$5.1M	$66.71
2025 Q1	REDUCED	73,589	-9,871	-11.8%	0.58%	$4.5M	$60.04

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

Other funds also holding DFUS

As of 2025 Q4 — sorted by position size

G2 CAPITAL MANAGEMENT, LLC / OH 3Y 41.27% Heritage Wealth Management, Inc./Texas 3Y 28.43% Flagstone Financial Management 3Y 28.27% Great Waters Wealth Management 3Y 21.91% Colony Family Offices, LLC 3Y 21.02% Disciplined Equity Management, Inc. 3Y 20.24% Root Financial Partners, LLC 20.17% Foundry Financial LLC 18.2% OLIO Financial Planning 3Y 17.81% KM Capital Management Ltd. 3Y 17.28%

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