DFSU — DIMENSIONAL ETF TRUST

Ownership history in Quantum Financial Advisors, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which Quantum Financial Advisors, LLC reported a position in DIMENSIONAL ETF TRUST (DFSU). 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
14.81% (2023 Q2)
Avg. % of fund
13.0%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 2,401,491 +1,386 +0.1% 11.71% $104.3M $43.43
2025 Q3 ADDED 2,400,105 +694 +0.0% 12.43% $101.9M $42.38
2025 Q2 ADDED 2,399,411 +118,949 +5.2% 12.75% $94.2M $39.08
2025 Q1 ADDED 2,280,462 +9,614 +0.4% 12.17% $81.7M $35.56
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFSU price (monthly, adj. close)

Other funds also holding DFSU

As of 2025 Q4 — sorted by position size

AWM CAPITAL, LLC 3Y 12.0% Five Oceans Advisors 3Y 6.73% Abacus Wealth Partners, LLC 5.3% QUARRY HILL ADVISORS, LLC 3Y 4.56% Momentous Wealth Management, Inc. 4.54% Wheels Up Wealth, Inc. 3.4% Northland Capital Management LLC 3Y 3.19% Gibson Capital, LLC 3Y 7Y 2.99% New Capital Management LP 3Y 7Y 2.91% Triune Financial Partners, LLC 2.81%
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