Ownership history in Mattern Wealth Management LLC Β· 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 β sourced directly from SEC EDGAR 13F filings.
π Mattern Wealth Management LLC underperformed the S&P 500 by β16.7% annually on this DFSD position. Timing score: 85% (11/13 decisions correct). Average cost basis: $42.09. Maximum drawdown during holding period: β0.0%.
β Significantly underperformed the S&P 500 by 16.7% ann.
13 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
11 of 13 add/trim decisions correct
Best entry: $40.12 (2022 Q3) Β· Worst: $47.95 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
12 adds Β· 2 trims. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 5.49% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.