DFSV DIMENSIONAL ETF TRUST

Ownership history in MATHER GROUP, LLC.  ·  7 quarters on record

This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in DIMENSIONAL ETF TRUST (DFSV). 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
2.24% (2025 Q4)
Avg. % of fund
1.55%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 6,616,180 +105,207 +1.6% 2.24% $217.6M $32.89
2025 Q3 ADDED 6,510,973 +48,244 +0.7% 2.09% $207.3M $31.71
2025 Q2 ADDED 6,462,729 +1,452,290 +29.0% 2.03% $190.2M $29.18
2025 Q1 ADDED 5,010,439 +835,585 +20.0% 1.63% $141.0M $27.78
2024 Q4 ADDED 4,174,854 +1,204,884 +40.6% 1.67% $128.5M $30.29
2024 Q3 ADDED 2,969,970 +2,969,674 +1003268.2% 1.17% $91.5M $30.18
2024 Q1 INITIATED 296 0.00% $9K
% of Fund (quarterly)    DFSV price (monthly, adj. close)
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