DFUV — 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 (DFUV). 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
1.47% (2025 Q4)
Avg. % of fund
0.3%
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 826,929 +786,297 +1935.2% 1.47% $38.8M $46.59
2025 Q3 ADDED 40,632 +839 +2.1% 0.11% $1.8M $44.53
2025 Q2 ADDED 39,793 +12,856 +47.7% 0.15% $1.7M $41.95
2025 Q1 UNCHANGED 26,937 — 0% 0.11% $1.1M $40.69
2024 Q4 UNCHANGED 26,937 — 0% 0.11% $1.1M $40.25
2024 Q3 UNCHANGED 26,937 — 0% 0.14% $1.1M $40.83
2024 Q2 ADDED 26,937 +4,571 +20.4% 0.17% $1.1M $38.30
2024 Q1 ADDED 22,366 +1,376 +6.6% 0.20% $837K $39.71
2023 Q4 INITIATED 20,990 — — 0.21% $785K —
% of Fund (quarterly)    DFUV price (monthly, adj. close)

Other funds also holding DFUV

As of 2025 Q4 — sorted by position size

Richard Young Associates, Ltd. 25.63% Disciplined Equity Management, Inc. 3Y 19.37% DIXON FNANCIAL SERVICES, INC. 3Y 15.72% Team Hewins, LLC 3Y 14.58% Heritage Wealth Management, Inc./Texas 3Y 13.66% Parkwoods Wealth Partners, LLC 12.92% PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 12.85% Meritas Wealth Management, LLC 12.63% Index Fund Advisors, Inc. 3Y 12.54% Triune Financial Partners, LLC 10.82%
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