DFUS — DIMENSIONAL ETF TRUST

Ownership history in Ridgeline Wealth, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Ridgeline Wealth, LLC 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
5.2% (2024 Q4)
Avg. % of fund
4.74%
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 91,434 +7,653 +9.1% 4.70% $6.8M $74.17
2025 Q3 ADDED 83,781 +3,788 +4.7% 4.48% $6.1M $72.29
2025 Q2 REDUCED 79,993 -15,851 -16.5% 4.37% $5.4M $66.71
2025 Q1 REDUCED 95,844 -4,208 -4.2% 4.93% $5.8M $60.04
2024 Q4 INITIATED 100,052 — — 5.20% $6.4M $63.14
% 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% OLIO Financial Planning 3Y 17.81% KM Capital Management Ltd. 3Y 17.28%
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