DFUS 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 (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
0.69% (2024 Q4)
Avg. % of fund
0.6%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 26,841 -265 -1.0% 0.64% $2.0M $74.17
2025 Q3 ADDED 27,106 +1,692 +6.7% 0.67% $2.0M $72.29
2025 Q2 ADDED 25,414 +761 +3.1% 0.65% $1.7M $66.71
2025 Q1 REDUCED 24,653 -95 -0.4% 0.64% $1.5M $60.04
2024 Q4 REDUCED 24,748 -588 -2.3% 0.69% $1.6M $63.14
2024 Q3 ADDED 25,336 +5,537 +28.0% 0.69% $1.6M $61.40
2024 Q2 ADDED 19,799 +14,154 +250.7% 0.57% $1.2M $57.94
2024 Q1 INITIATED 5,645 0.25% $235K
% of Fund (quarterly)    DFUS price (monthly, adj. close)
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