DFSD — DIMENSIONAL ETF TRUST

Ownership history in Nova R Wealth, Inc.  ·  5 quarters on record

This page tracks every 13F SEC filing in which Nova R Wealth, Inc. 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
6.35% (2025 Q4)
Avg. % of fund
3.85%
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 363,495 +57,916 +19.0% 6.35% $17.4M $47.95
2025 Q3 ADDED 305,579 +168,418 +122.8% 6.24% $14.7M $47.42
2025 Q2 ADDED 137,161 +5,465 +4.1% 3.06% $6.6M $46.72
2025 Q1 ADDED 131,696 +110,289 +515.2% 3.10% $6.3M $45.83
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% 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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