DFUS — DIMENSIONAL ETF TRUST

Ownership history in OLIO Financial Planning  ·  16 quarters on record

This page tracks every 13F SEC filing in which OLIO Financial Planning reported a position in DIMENSIONAL ETF TRUST (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
17.81% (2025 Q4)
Avg. % of fund
7.37%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 856,242 +31,450 +3.8% 17.81% $63.5M $74.17
2025 Q3 ADDED 824,792 +14,883 +1.8% 17.53% $59.7M $72.29
2025 Q2 ADDED 809,909 +49,526 +6.5% 17.12% $54.3M $66.71
2025 Q1 ADDED 760,383 +95,197 +14.3% 15.89% $46.0M $60.04
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% KM Capital Management Ltd. 3Y 17.28% Index Fund Advisors, Inc. 3Y 17.24%
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