Ownership history in Schulz Wealth, LTD. · 8 quarters on record
This page tracks every 13F SEC filing in which Schulz Wealth, LTD. reported a position in DIMENSIONAL ETF TRUST (DFCF). 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 | 80,536 | +10,947 | +15.7% | 2.20% | $3.4M | $42.44 |
| 2025 Q3 | ADDED | 69,589 | +31,070 | +80.7% | 1.97% | $3.0M | $42.01 |
| 2025 Q2 | ADDED | 38,519 | +21,873 | +131.4% | 1.22% | $1.6M | $41.06 |
| 2025 Q1 | ADDED | 16,646 | +1,692 | +11.3% | 0.53% | $700K | $40.38 |
| 2024 Q4 | REDUCED | 14,954 | -5,929 | -28.4% | 0.47% | $617K | $39.34 |
| 2024 Q3 | ADDED | 20,883 | +11,751 | +128.7% | 0.70% | $902K | $40.48 |
| 2024 Q2 | ADDED | 9,132 | +455 | +5.2% | 0.32% | $379K | $38.54 |
| 2024 Q1 | INITIATED | 8,677 | — | — | 0.31% | $364K | — |
As of 2025 Q4 — sorted by position size