Olistico Wealth, LLC DFUS — DIMENSIONAL U.S. EQUITY ETF

Ownership history in Olistico Wealth, LLC  ·  10 quarters on record

AI Ownership Summary

Olistico Wealth, LLC reported DIMENSIONAL U.S. EQUITY ETF (DFUS) in 10 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.13% in 2025 Q3. The latest visible filing shows DFUS at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Olistico Wealth, LLC's position in DIMENSIONAL U.S. EQUITY ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

DFUS was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DFUS stock page Olistico Wealth, LLC fund profile Olistico Wealth, LLC full holdings
How Olistico Wealth, LLC held DFUS — position size vs. price
% of Fund (quarterly)    DFUS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 3,451 -23 -0.7% 0.12% $287K 2026-10-05 $84.49
2026 Q2 ADDED — — — 3,474 +14 +0.4% 0.12% $285K 2026-07-13 $81.70
2026 Q1 ADDED — — — 3,460 +12 +0.3% 0.12% $245K 2026-04-09 $73.77
2025 Q4 ADDED — — — 3,448 +25 +0.7% 0.12% $256K 2026-01-13 $75.13
2025 Q3 ADDED — — — 3,423 +3 +0.1% 0.13% $248K 2025-10-24 $72.96
2025 Q2 ADDED — — — 3,420 +2,316 +209.8% 0.13% $229K 2025-07-22 $67.45
2025 Q1 UNCHANGED — — — 1,104 — 0% 0.04% $67K 2025-04-29 $59.12
2024 Q4 ADDED — — — 1,104 +4 +0.4% 0.04% $70K 2025-01-17 $64.12
2024 Q3 REDUCED 6.7% +3.2% ❌ 1,100 -79 -6.7% 0.04% $68K 2024-10-08 $60.87
2024 Q2 INITIATED — — — 1,179 — — 0.04% $69K 2024-07-09 $58.67

🏢 Other funds also holding DFUS

As of 2026 Q3 — sorted by position size

Great Waters Wealth Management 3Y 23.25% Disciplined Equity Management, Inc. 3Y 20.47% Intelligence Driven Advisers, LLC 3Y 18.54% RIA Advisory Group LLC 3Y 16.01% Mendota Financial Group, LLC 3Y 14.08% Aspen Wealth Management LLC 3Y 11.77% Allodium Investment Consultants, LLC 11.62% SAX WEALTH ADVISORS, LLC 3Y 11.21% Guardian Wealth Management, LLC 11.12% Meritas Wealth Management, LLC 3Y 10.13%

FAQ About Olistico Wealth, LLC and DFUS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Olistico Wealth, LLC reported owning DFUS?

Olistico Wealth, LLC reported DFUS across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported DFUS position in Olistico Wealth, LLC's portfolio?

The largest reported portfolio weight for DFUS was 0.13% in 2025 Q3.

What is the latest reported DFUS position on this page?

The most recent filing on this page is 2026 Q3, when Olistico Wealth, LLC reported 3,451 shares, equal to 0.12% of portfolio, with an estimated market value of $287K.

What does the chart on this DFUS ownership page compare?

The chart compares Olistico Wealth, LLC's quarterly DFUS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Olistico Wealth, LLC time their DFUS position?

Based on 13F filing dates vs. subsequent DFUS price moves, Olistico Wealth, LLC correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on DFUS relative to SPY over the holding period was +168.2%.

← Back to Olistico Wealth, LLC Holdings