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.
| 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 |
| 2024 Q4 | ADDED | 115,282 | +24,282 | +26.7% | 0.61% | $4.8M | $39.34 |
| 2024 Q3 | ADDED | 91,000 | +7,484 | +9.0% | 0.50% | $3.9M | $40.48 |
| 2024 Q2 | ADDED | 83,516 | +3,029 | +3.8% | 0.47% | $3.5M | $38.54 |
| 2024 Q1 | ADDED | 80,487 | +4,811 | +6.4% | 0.46% | $3.4M | $38.47 |
| 2023 Q4 | ADDED | 75,676 | +4,500 | +6.3% | 0.45% | $3.2M | $38.62 |
| 2023 Q3 | ADDED | 71,176 | +2,127 | +3.1% | 0.46% | $2.9M | $36.13 |
As of 2025 Q4 — sorted by position size