DFEM DIMENSIONAL ETF TRUST

Ownership history in Sensible Money, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Sensible Money, LLC reported a position in DIMENSIONAL ETF TRUST (DFEM). 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
7.72% (2025 Q3)
Avg. % of fund
6.7%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 724,102 +15,839 +2.2% 7.65% $24.0M $33.08
2025 Q3 ADDED 708,263 +41,812 +6.3% 7.72% $22.7M $31.87
2025 Q2 ADDED 666,451 +28,524 +4.5% 7.50% $19.8M $29.26
2025 Q1 ADDED 637,927 +58,897 +10.2% 7.23% $16.9M $25.86
2024 Q4 ADDED 579,030 +38,901 +7.2% 6.65% $15.2M $25.54
2024 Q3 ADDED 540,129 +41,207 +8.3% 6.64% $15.2M $27.27
2024 Q2 ADDED 498,922 +344,842 +223.8% 6.50% $13.3M $25.65
2024 Q1 INITIATED 154,080 3.70% $3.5M
% of Fund (quarterly)    DFEM price (monthly, adj. close)
← Back to Sensible Money, LLC Holdings