DFEV β€” DIMENSIONAL ETF TRUST

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

AI Ownership Summary

Sensible Money, LLC reported DIMENSIONAL ETF TRUST (DFEV) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 7.88% in 2025 Q4. The latest visible filing shows DFEV at 7.88% 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.

What this DFEV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sensible Money, 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 Q4

DFEV was reported at 7.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.88% in 2025 Q4

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

Time in book
Holding Window
2024 Q1 to 2025 Q4

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 Money, LLC held DFEV β€” position size vs. price
% of Fund (quarterly)    DFEV 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 Q4 ADDED 730,900 +19,348 +2.7% 7.88% $24.7M 2026-02-14 (Est.) $37.79
2025 Q3 ADDED 711,552 +22,941 +3.3% 7.71% $22.7M 2025-11-13 $33.37
2025 Q2 ADDED 688,611 +51,648 +8.1% 7.83% $20.7M 2025-08-05 $29.81
2025 Q1 ADDED 636,963 +39,528 +6.6% 7.38% $17.2M 2025-05-13 $27.43
2024 Q4 ADDED 597,435 +14,949 +2.6% 6.86% $15.7M 2025-01-29 $25.58
2024 Q3 ADDED 582,486 +28,489 +5.1% 7.24% $16.6M 2024-10-16 $27.09
2024 Q2 ADDED 553,997 +360,451 +186.2% 7.43% $15.2M 2024-09-18 $25.77
2024 Q1 INITIATED 193,546 β€” β€” 4.68% $4.4M 2024-06-25 $25.95

FAQ About Sensible Money, LLC and DFEV

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

How long has Sensible Money, LLC reported owning DFEV?

Sensible Money, LLC reported DFEV across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported DFEV position in Sensible Money, LLC's portfolio?

The largest reported portfolio weight for DFEV was 7.88% in 2025 Q4.

What is the latest reported DFEV position on this page?

The most recent filing on this page is 2025 Q4, when Sensible Money, LLC reported 730,900 shares, equal to 7.88% of portfolio, with an estimated market value of $24.7M.

What does the chart on this DFEV ownership page compare?

The chart compares Sensible Money, LLC's quarterly DFEV 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.

← Back to Sensible Money, LLC Holdings