DFIS DIMENSIONAL ETF TRUST

Ownership history in SACHEM HILL LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which SACHEM HILL LLC reported a position in DIMENSIONAL ETF TRUST (DFIS). 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
0.78% (2025 Q4)
Avg. % of fund
0.66%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 121,680 +1,982 +1.7% 0.78% $4.0M $32.94
2025 Q3 REDUCED 119,698 -8,065 -6.3% 0.76% $3.8M $31.48
2025 Q2 REDUCED 127,763 -18,182 -12.5% 0.78% $3.8M $29.60
2025 Q1 ADDED 145,945 +7,985 +5.8% 0.74% $3.8M $25.24
2024 Q4 ADDED 137,960 +9,449 +7.4% 0.71% $3.4M $23.96
2024 Q3 ADDED 128,511 +6,522 +5.3% 0.70% $3.4M $26.01
2024 Q2 ADDED 121,989 +30,127 +32.8% 0.64% $3.0M $23.80
2024 Q1 ADDED 91,862 +15,754 +20.7% 0.54% $2.3M $23.95
2023 Q4 REDUCED 76,108 -7,962 -9.5% 0.46% $1.8M $23.08
2023 Q2 INITIATED 84,070 0.53% $1.9M $21.53
% of Fund (quarterly)    DFIS price (monthly, adj. close)
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