DFSD — DIMENSIONAL ETF TRUST

Ownership history in Mattern Wealth Management LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which Mattern Wealth Management LLC reported a position in DIMENSIONAL ETF TRUST (DFSD). 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
7.97% (2023 Q3)
Avg. % of fund
5.15%
First filed
2022 Q3
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 595,313 +33,150 +5.9% 5.49% $28.5M $47.95
2025 Q3 ADDED 562,163 +7,715 +1.4% 5.41% $27.1M $47.42
2025 Q2 REDUCED 554,448 -25,029 -4.3% 5.54% $26.6M $46.72
2025 Q1 ADDED 579,477 +22,912 +4.1% 6.09% $27.5M $45.83
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% of Fund (quarterly)    DFSD price (monthly, adj. close)

Other funds also holding DFSD

As of 2025 Q4 — sorted by position size

Rachor Investment Advisory Services, LLC 35.8% Signature Resources Capital Management, LLC 16.52% Planning Center, Inc. 3Y 13.19% Ruedi Wealth Management, Inc. 3Y 13.1% Keyes, Stange & Wooten Wealth Management, LLC 12.48% Valued Wealth Advisors LLC 11.52% DiNuzzo Private Wealth, Inc. 10.66% Grunden Financial Advisory, Inc. 9.64% Rather & Kittrell, Inc. 3Y 9.51% MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 3Y 7Y 9.1%
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