DFUS DIMENSIONAL ETF TRUST

Ownership history in Smartleaf Asset Management LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Smartleaf Asset Management 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
4.35% (2025 Q4)
Avg. % of fund
0.66%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,537,647 +1,487,443 +2962.8% 4.35% $114.9M $74.17
2025 Q3 ADDED 50,204 +14,622 +41.1% 0.22% $3.6M $72.29
2025 Q2 ADDED 35,582 +16,028 +82.0% 0.21% $2.4M $66.71
2025 Q1 UNCHANGED 19,554 0% 0.11% $1.2M $60.04
2024 Q4 UNCHANGED 19,554 0% 0.13% $1.3M $63.14
2024 Q3 REDUCED 19,554 -2,719 -12.2% 0.15% $1.2M $61.40
2024 Q2 REDUCED 22,273 -140 -0.6% 0.22% $1.3M $57.94
2024 Q1 ADDED 22,413 +1,320 +6.3% 0.28% $1.2M $55.95
2023 Q4 INITIATED 21,093 0.29% $1.1M
% of Fund (quarterly)    DFUS price (monthly, adj. close)
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