DFUS — DIMENSIONAL ETF TRUST

Ownership history in Security Financial Services, INC.  ·  16 quarters on record

This page tracks every 13F SEC filing in which Security Financial Services, INC. reported a position in DIMENSIONAL ETF TRUST (DFUS). 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
4.05% (2021 Q4)
Avg. % of fund
3.26%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 258,411 -22,007 -7.8% 3.01% $19.2M $74.17
2025 Q3 REDUCED 280,418 -3,513 -1.2% 3.28% $20.3M $72.29
2025 Q2 ADDED 283,931 +299 +0.1% 3.36% $19.0M $66.71
2025 Q1 REDUCED 283,632 -8,400 -2.9% 3.41% $17.2M $60.04
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFUS price (monthly, adj. close)

Other funds also holding DFUS

As of 2025 Q4 — sorted by position size

G2 CAPITAL MANAGEMENT, LLC / OH 3Y 41.27% Heritage Wealth Management, Inc./Texas 3Y 28.43% Flagstone Financial Management 3Y 28.27% Great Waters Wealth Management 3Y 21.91% Colony Family Offices, LLC 3Y 21.02% Disciplined Equity Management, Inc. 3Y 20.24% Root Financial Partners, LLC 20.17% Foundry Financial LLC 18.2% OLIO Financial Planning 3Y 17.81% KM Capital Management Ltd. 3Y 17.28%
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