Ownership history in RVW Wealth, LLC Β· 18 quarters on record
This page tracks every 13F SEC filing in which RVW Wealth, LLC reported a position in Dimensional International Cr Eq Mkt ETF (DFAI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π RVW Wealth, LLC underperformed the S&P 500 by β4.5% annually on this DFAI position. Timing score: 53% (9/17 decisions correct). Average cost basis: $25.02. Maximum drawdown during holding period: β25.4%.
β οΈ Trailed SPY by 4.5% ann. on this position.
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
9 of 17 add/trim decisions correct
Best entry: $19.79 (2022 Q3) Β· Worst: $36.11 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
15 adds Β· 3 trims. Bought during 6 of 6 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 4.35% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size