Ownership history in RITHOLTZ WEALTH MANAGEMENT · 13 quarters on record
This page tracks every 13F SEC filing in which RITHOLTZ WEALTH MANAGEMENT reported a position in DIMENSIONAL ETF TRUST (DFSV). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 3,618,411 | +168,712 | +4.9% | 2.17% | $119.0M | $32.89 |
| 2025 Q3 | ADDED | 3,449,699 | +238,872 | +7.4% | 2.14% | $109.8M | $31.71 |
| 2025 Q2 | ADDED | 3,210,827 | +758,884 | +31.0% | 2.09% | $94.5M | $29.18 |
| 2025 Q1 | ADDED | 2,451,943 | +342,866 | +16.3% | 2.06% | $69.0M | $27.78 |
| 2024 Q4 | ADDED | 2,109,077 | +78,559 | +3.9% | 1.91% | $64.9M | $30.29 |
| 2024 Q3 | ADDED | 2,030,518 | +71,175 | +3.6% | 1.88% | $62.5M | $30.18 |
| 2024 Q2 | ADDED | 1,959,343 | +24,269 | +1.3% | 1.86% | $56.4M | $28.11 |
| 2024 Q1 | ADDED | 1,935,074 | +53,204 | +2.8% | 2.01% | $58.2M | $29.28 |
| 2023 Q4 | ADDED | 1,881,870 | +59,074 | +3.2% | 2.13% | $54.8M | $28.27 |
| 2023 Q3 | ADDED | 1,822,796 | +103,404 | +6.0% | 2.07% | $46.2M | $24.50 |
As of 2025 Q4 — sorted by position size