DFIS β€” DIMENSIONAL ETF TRUST

Ownership history in Spectrum Wealth Counsel, LLC  Β·  1 quarter on record

AI Ownership Summary

Spectrum Wealth Counsel, LLC reported DIMENSIONAL ETF TRUST (DFIS) in 1 quarterly 13F filing from 2024 Q4 through 2024 Q4. The latest visible filing shows DFIS at 0.00% 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 DFIS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Spectrum Wealth Counsel, 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
2024 Q4

DFIS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2024 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 Spectrum Wealth Counsel, LLC held DFIS β€” position size vs. price
% of Fund (quarterly)    DFIS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 INITIATED 188 β€” β€” 0.00% $5K 2025-02-05 $24.78

FAQ About Spectrum Wealth Counsel, LLC and DFIS

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

How long has Spectrum Wealth Counsel, LLC reported owning DFIS?

Spectrum Wealth Counsel, LLC reported DFIS across 1 quarterly 13F filings, from 2024 Q4 through 2024 Q4.

What was the largest reported DFIS position in Spectrum Wealth Counsel, LLC's portfolio?

The largest reported portfolio weight for DFIS was 0.00% in 2024 Q4.

What is the latest reported DFIS position on this page?

The most recent filing on this page is 2024 Q4, when Spectrum Wealth Counsel, LLC reported 188 shares, equal to 0.00% of portfolio, with an estimated market value of $5K.

What does the chart on this DFIS ownership page compare?

The chart compares Spectrum Wealth Counsel, LLC's quarterly DFIS 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.

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