DFUS — DIMENSIONAL ETF TRUST

Ownership history in Team Hewins, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which Team Hewins, 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
0.71% (2025 Q3)
Avg. % of fund
0.38%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 28,895 -39 -0.1% 0.69% $2.1M $74.17
2025 Q3 REDUCED 28,934 -82 -0.3% 0.71% $2.1M $72.29
2025 Q2 ADDED 29,016 +16,196 +126.3% 0.70% $1.9M $66.71
2024 Q4 UNCHANGED 12,820 — 0% 0.29% $664K $63.14
2024 Q2 UNCHANGED 12,820 — 0% 0.31% $754K $57.94
2024 Q1 UNCHANGED 12,820 — 0% 0.10% $730K $55.95
2023 Q4 UNCHANGED 12,820 — 0% 0.10% $664K $50.78
2023 Q2 UNCHANGED 12,820 — 0% 0.29% $617K $46.82
2023 Q1 UNCHANGED 12,820 — 0% 0.30% $570K $43.05
2022 Q4 INITIATED 12,820 — — 0.29% $533K —
% of Fund (quarterly)    DFUS price (monthly, adj. close)

Other funds also holding DFUS

As of 2025 Q4 — sorted by position size

G2 CAPITAL MANAGEMENT, LLC / OH 3Y 41.27% Heritage Wealth Management, Inc./Texas 3Y 28.43% Flagstone Financial Management 3Y 28.27% Great Waters Wealth Management 3Y 21.91% Colony Family Offices, LLC 3Y 21.02% Disciplined Equity Management, Inc. 3Y 20.24% Root Financial Partners, LLC 20.17% Foundry Financial LLC 18.2% OLIO Financial Planning 3Y 17.81% KM Capital Management Ltd. 3Y 17.28%
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