DFEM — DIMENSIONAL ETF TRUST

Ownership history in Mattern Wealth Management LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which Mattern Wealth Management LLC reported a position in DIMENSIONAL ETF TRUST (DFEM). 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
2.51% (2025 Q1)
Avg. % of fund
1.48%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 293,027 +10,593 +3.8% 1.87% $9.7M $33.08
2025 Q3 REDUCED 282,434 -3,228 -1.1% 1.81% $9.1M $31.87
2025 Q2 REDUCED 285,662 -143,263 -33.4% 1.76% $8.5M $29.26
2025 Q1 ADDED 428,925 +19,811 +4.8% 2.51% $11.3M $25.86
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFEM price (monthly, adj. close)

Other funds also holding DFEM

As of 2025 Q4 — sorted by position size

Miramar Fiduciary Corp 3Y 25.18% EnRich Financial Partners LLC 11.56% CAPSTONE CAPITAL LLC 11.37% Kooman & Associates 3Y 9.89% Your Advocates Ltd., LLP 3Y 9.37% GREAT OAK CAPITAL PARTNERS, LLC 9.25% Seaside Wealth Management, Inc. 3Y 9.04% Cravens & Co Advisors, LLC 3Y 8.67% Sensible Money, LLC 7.65% Forum Financial Management, LP 3Y 7.57%
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