DFEV — DIMENSIONAL ETF TRUST

Ownership history in Opes Wealth Management LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Opes Wealth Management LLC reported a position in DIMENSIONAL ETF TRUST (DFEV). 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
2.25% (2022 Q4)
Avg. % of fund
1.96%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 330,514 -3,318 -1.0% 1.82% $11.2M $33.74
2025 Q3 REDUCED 333,832 -1,298 -0.4% 1.84% $10.6M $31.70
2025 Q2 ADDED 335,130 +4,449 +1.3% 1.78% $10.1M $29.45
2025 Q1 REDUCED 330,681 -6,984 -2.1% 1.81% $8.9M $26.33
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFEV price (monthly, adj. close)

Other funds also holding DFEV

As of 2025 Q4 — sorted by position size

Sensible Money, LLC 7.88% EAGLE WEALTH STRATEGIES LLC 7.59% True Wealth Design, LLC 3Y 6.97% Asset Dedication, LLC 3Y 7Y 5.88% Financial Architects, LLC 4.82% Cambridge Financial Group, LLC 4.72% Financially in Tune, LLC 4.23% Strata Wealth Advisors, LLC 3.96% Freedom Investment Management, Inc. 3Y 7Y 3.44% McCartney Wealth Management LLC 3.43%
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