DFSE 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 (DFSE). 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
1.15% (2025 Q2)
Avg. % of fund
0.57%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 127,682 -18 -0.0% 1.03% $5.3M $41.48
2025 Q3 REDUCED 127,700 -20,643 -13.9% 1.05% $5.2M $40.81
2025 Q2 ADDED 148,343 +90,073 +154.6% 1.15% $5.6M $37.52
2025 Q1 REDUCED 58,270 -11,529 -16.5% 0.39% $2.0M $32.95
2024 Q4 ADDED 69,799 +19,466 +38.7% 0.48% $2.3M $32.35
2024 Q3 ADDED 50,333 +208 +0.4% 0.36% $1.8M $34.41
2024 Q2 ADDED 50,125 +7,338 +17.2% 0.36% $1.7M $32.23
2024 Q1 UNCHANGED 42,787 0% 0.32% $1.4M $30.84
2023 Q4 ADDED 42,787 +15,310 +55.7% 0.34% $1.4M $30.26
2023 Q2 INITIATED 27,477 0.23% $836K $28.68
% of Fund (quarterly)    DFSE price (monthly, adj. close)
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