DFSU — DIMENSIONAL ETF TRUST

Ownership history in Simplicity Wealth,LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Simplicity Wealth,LLC reported a position in DIMENSIONAL ETF TRUST (DFSU). 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
0.82% (2025 Q4)
Avg. % of fund
0.43%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 318,459 +223,045 +233.8% 0.82% $13.8M $43.43
2025 Q3 ADDED 95,414 +11,848 +14.2% 0.23% $4.1M $42.38
2025 Q1 INITIATED 83,566 — — 0.23% $3.0M $35.56
% of Fund (quarterly)    DFSU price (monthly, adj. close)

Other funds also holding DFSU

As of 2025 Q4 — sorted by position size

AWM CAPITAL, LLC 3Y 12.0% Quantum Financial Advisors, LLC 3Y 11.71% Five Oceans Advisors 3Y 6.73% Abacus Wealth Partners, LLC 5.3% QUARRY HILL ADVISORS, LLC 3Y 4.56% Momentous Wealth Management, Inc. 4.54% Wheels Up Wealth, Inc. 3.4% Northland Capital Management LLC 3Y 3.19% Gibson Capital, LLC 3Y 7Y 2.99% New Capital Management LP 3Y 7Y 2.91%
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