DFIP β€” DIMENSIONAL ETF TRUST

Ownership history in Sensible Financial Planning & Management, LLC.  Β·  12 quarters on record

AI Ownership Summary

Sensible Financial Planning & Management, LLC. reported DIMENSIONAL ETF TRUST (DFIP) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 1.56% in 2025 Q1. The latest visible filing shows DFIP at 1.49% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DFIP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sensible Financial Planning & Management, LLC.'s position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

DFIP was reported at 1.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.56% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Sensible Financial Planning & Management, LLC. held DFIP β€” position size vs. price
% of Fund (quarterly)    DFIP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 194,181 +23,692 +13.9% 1.49% $8.2M 2025-11-14 (Est.) $41.65
2025 Q2 REDUCED 170,489 -14,843 -8.0% 1.35% $7.1M 2025-08-08 $41.16
2025 Q1 ADDED 185,332 +11,691 +6.7% 1.56% $7.8M 2025-04-28 $40.35
2024 Q4 ADDED 173,641 +41,394 +31.3% 1.46% $7.0M 2025-02-07 $39.29
2024 Q3 ADDED 132,247 +6,607 +5.3% 1.10% $5.6M 2024-10-28 $39.05
2024 Q2 REDUCED 125,640 -29,820 -19.2% 1.11% $5.1M 2024-07-18 $38.80
2024 Q1 ADDED 155,460 +22,892 +17.3% 1.42% $6.4M 2024-05-06 $37.71
2023 Q4 ADDED 132,568 +81,195 +158.0% 1.28% $5.5M 2024-02-02 $37.84
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding DFIP

As of 2026 Q1 β€” sorted by position size

Ares Financial Consulting, LLC 3.43%

FAQ About Sensible Financial Planning & Management, LLC. and DFIP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sensible Financial Planning & Management, LLC. reported owning DFIP?

Sensible Financial Planning & Management, LLC. reported DFIP across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported DFIP position in Sensible Financial Planning & Management, LLC.'s portfolio?

The largest reported portfolio weight for DFIP was 1.56% in 2025 Q1.

What is the latest reported DFIP position on this page?

The most recent filing on this page is 2025 Q3, when Sensible Financial Planning & Management, LLC. reported 194,181 shares, equal to 1.49% of portfolio, with an estimated market value of $8.2M.

What does the chart on this DFIP ownership page compare?

The chart compares Sensible Financial Planning & Management, LLC.'s quarterly DFIP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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