DUSB — DIMENSIONAL ETF TRUST

Ownership history in Mattern Wealth Management LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Mattern Wealth Management LLC reported a position in DIMENSIONAL ETF TRUST (DUSB). 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
1.52% (2025 Q4)
Avg. % of fund
1.11%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 155,946 +8,432 +5.7% 1.52% $7.9M $50.43
2025 Q3 ADDED 147,514 +17,025 +13.0% 1.50% $7.5M $49.92
2025 Q2 ADDED 130,489 +64,954 +99.1% 1.38% $6.6M $49.34
2025 Q1 ADDED 65,535 +25,914 +65.4% 0.74% $3.3M $48.79
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DUSB price (monthly, adj. close)

Other funds also holding DUSB

As of 2025 Q4 — sorted by position size

Planning Center, Inc. 3Y 17.67% Rachor Investment Advisory Services, LLC 10.02% American Capital Advisory, LLC 7.69% Sterling Wealth Management, Inc. 6.82% TAGStone Capital, Inc. 3Y 5.28% Hiley Hunt Wealth Management 5.02% Onyx Financial Advisors, LLC 3Y 4.39% Foundry Financial LLC 4.38% SC&H Financial Advisors, Inc. 3Y 4.22% SJS Investment Consulting Inc. 3Y 4.12%
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