DFUS — DIMENSIONAL US

Ownership history in MPWM ADVISORY SOLUTIONS, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which MPWM ADVISORY SOLUTIONS, LLC reported a position in DIMENSIONAL US (DFUS). 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
2.62% (2024 Q4)
Avg. % of fund
2.46%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 56,576 -540 -0.9% 2.34% $4.2M $74.17
2025 Q3 REDUCED 57,116 -528 -0.9% 2.46% $4.1M $72.29
2025 Q2 ADDED 57,644 +1,511 +2.7% 2.44% $3.9M $66.71
2025 Q1 REDUCED 56,133 -79 -0.1% 2.46% $3.4M $60.04
2024 Q4 INITIATED 56,212 — — 2.62% $3.6M $63.14
% of Fund (quarterly)    DFUS price (monthly, adj. close)

Other funds also holding DFUS

As of 2025 Q4 — sorted by position size

G2 CAPITAL MANAGEMENT, LLC / OH 3Y 41.27% Heritage Wealth Management, Inc./Texas 3Y 28.43% Flagstone Financial Management 3Y 28.27% Great Waters Wealth Management 3Y 21.91% Colony Family Offices, LLC 3Y 21.02% Disciplined Equity Management, Inc. 3Y 20.24% Root Financial Partners, LLC 20.17% Foundry Financial LLC 18.2% OLIO Financial Planning 3Y 17.81% KM Capital Management Ltd. 3Y 17.28%
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