DFSB β€” DIMENSIONAL ETF TRUST

Ownership history in McCartney Wealth Management LLC  Β·  1 quarter on record

This page tracks every 13F SEC filing in which McCartney Wealth Management LLC reported a position in DIMENSIONAL ETF TRUST (DFSB). 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.

πŸ” Peak position
0.62% (2025 Q4)
πŸ“Š Avg. % of fund
0.62%
πŸ“… First filed
2025 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
1
% of Fund (quarterly)    DFSB price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 13,959 β€” β€” 0.62% $723K $51.80

🏒 Other funds also holding DFSB

As of 2025 Q4 β€” sorted by position size

Abacus Wealth Partners, LLC 12.35% Momentous Wealth Management, Inc. 5.09% Quantum Financial Advisors, LLC 3Y 3.0% SEEDS INVESTOR LLC 2.29% Wheels Up Wealth, Inc. 1.21% Planning Center, Inc. 3Y 0.97% Simplicity Wealth,LLC 3Y 0.79% PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 0.62% RAM Investment Partners, LLC 0.55% Samalin Investment Counsel, LLC 3Y 0.51%
← Back to McCartney Wealth Management LLC Holdings