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
2024 Q4 REDUCED 292,032 -15,250 -5.0% 3.79% $18.6M $63.14
2024 Q3 REDUCED 307,282 -4,993 -1.6% 3.89% $19.1M $61.40
2024 Q2 REDUCED 312,275 -187 -0.1% 3.99% $18.4M $57.94
2024 Q1 REDUCED 312,462 -2,595 -0.8% 4.02% $17.8M $55.95
2023 Q4 ADDED 315,057 +132,542 +72.6% 4.00% $16.3M $50.78
2023 Q3 REDUCED 182,515 -9,016 -4.7% 2.40% $8.5M $45.40
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFUS price (monthly, adj. close)
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