DFEV — 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 (DFEV). 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
7.88% (2025 Q4)
Avg. % of fund
7.13%
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 730,900 +19,348 +2.7% 7.88% $24.7M $33.74
2025 Q3 ADDED 711,552 +22,941 +3.3% 7.71% $22.7M $31.70
2025 Q2 ADDED 688,611 +51,648 +8.1% 7.83% $20.7M $29.45
2025 Q1 ADDED 636,963 +39,528 +6.6% 7.38% $17.2M $26.33
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFEV price (monthly, adj. close)

Other funds also holding DFEV

As of 2025 Q4 — sorted by position size

EAGLE WEALTH STRATEGIES LLC 7.59% True Wealth Design, LLC 3Y 6.97% Asset Dedication, LLC 3Y 7Y 5.88% Financial Architects, LLC 4.82% Cambridge Financial Group, LLC 4.72% Financially in Tune, LLC 4.23% Strata Wealth Advisors, LLC 3.96% Freedom Investment Management, Inc. 3Y 7Y 3.44% McCartney Wealth Management LLC 3.43% Marquette Asset Management, LLC 3Y 7Y 3.36%
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