Ownership history in Schulz Wealth, LTD. · 9 quarters on record
This page tracks every 13F SEC filing in which Schulz Wealth, LTD. reported a position in DIMENSIONAL ETF TRUST (DFAC). 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 | 899,072 | +24,161 | +2.8% | 22.81% | $35.6M | $39.59 |
| 2025 Q3 | ADDED | 874,911 | +79,177 | +10.0% | 22.31% | $33.7M | $38.48 |
| 2025 Q2 | ADDED | 795,734 | +60,636 | +8.2% | 21.32% | $28.5M | $35.66 |
| 2025 Q1 | ADDED | 735,098 | +25,355 | +3.6% | 18.49% | $24.3M | $32.72 |
| 2024 Q4 | ADDED | 709,743 | +4,909 | +0.7% | 18.85% | $24.6M | $34.23 |
| 2024 Q3 | ADDED | 704,834 | +43,150 | +6.5% | 18.69% | $24.2M | $33.84 |
| 2024 Q2 | REDUCED | 661,684 | -36,704 | -5.3% | 18.07% | $21.3M | $31.72 |
| 2024 Q1 | ADDED | 698,388 | +92,589 | +15.3% | 19.07% | $22.3M | $31.35 |
| 2023 Q4 | INITIATED | 605,799 | — | — | 16.93% | $17.7M | — |
As of 2025 Q4 — sorted by position size