DFSB β€” DIMENSIONAL ETF TRUST

Ownership history in Sprinkle Financial Consultants LLC  Β·  7 quarters on record

AI Ownership Summary

Sprinkle Financial Consultants LLC reported DIMENSIONAL ETF TRUST (DFSB) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.15% in 2024 Q3. The latest visible filing shows DFSB at 0.10% 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 DFSB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sprinkle Financial Consultants 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
2026 Q1

DFSB was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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 Sprinkle Financial Consultants LLC held DFSB β€” position size vs. price
% of Fund (quarterly)    DFSB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 4,091 β€” 0% 0.10% $212K 2026-04-16 $52.00
2025 Q4 ADDED 4,091 +131 +3.3% 0.11% $212K 2026-01-08 $51.98
2025 Q3 UNCHANGED 3,960 β€” 0% 0.12% $211K 2025-10-09 $51.60
2025 Q2 UNCHANGED 3,960 β€” 0% 0.13% $208K 2025-07-11 $50.39
2025 Q1 ADDED 3,960 +6 +0.2% 0.13% $204K 2025-04-17 $49.66
2024 Q4 ADDED 3,954 +96 +2.5% 0.14% $201K 2025-01-28 $49.41
2024 Q3 INITIATED 3,858 β€” β€” 0.15% $205K 2024-10-22 $49.39

FAQ About Sprinkle Financial Consultants LLC and DFSB

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

How long has Sprinkle Financial Consultants LLC reported owning DFSB?

Sprinkle Financial Consultants LLC reported DFSB across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported DFSB position in Sprinkle Financial Consultants LLC's portfolio?

The largest reported portfolio weight for DFSB was 0.15% in 2024 Q3.

What is the latest reported DFSB position on this page?

The most recent filing on this page is 2026 Q1, when Sprinkle Financial Consultants LLC reported 4,091 shares, equal to 0.10% of portfolio, with an estimated market value of $212K.

What does the chart on this DFSB ownership page compare?

The chart compares Sprinkle Financial Consultants LLC's quarterly DFSB 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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