Timonier Family Office, LTD. DFSV — DIMENSIONAL ETF TRUST

Ownership history in Timonier Family Office, LTD.  ·  6 quarters on record

AI Ownership Summary

Timonier Family Office, LTD. reported DIMENSIONAL ETF TRUST (DFSV) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 4.78% in 2026 Q2. The latest visible filing shows DFSV at 4.78% 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 DFSV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Timonier Family Office, LTD.'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 Q2

DFSV was reported at 4.78% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.78% in 2026 Q2

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 2026 Q2

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.

DFSV stock page Timonier Family Office, LTD. fund profile Timonier Family Office, LTD. full holdings
How Timonier Family Office, LTD. held DFSV — position size vs. price
% of Fund (quarterly)    DFSV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 436,101 +5,056 +1.2% 4.78% $16.9M 2026-08-03 $40.14
2025 Q4 ADDED — — — 431,045 +28,699 +7.1% 4.50% $14.2M 2026-02-04 $36.30
2025 Q3 ADDED — — — 402,346 +42,406 +11.8% 4.20% $12.8M 2025-11-05 $31.06
2025 Q2 ADDED — — — 359,940 +58,385 +19.4% 3.96% $10.6M 2025-08-07 $29.27
2025 Q1 ADDED — — — 301,555 +74,970 +33.1% 3.75% $8.5M 2025-04-23 $25.61
2024 Q4 INITIATED — — — 226,585 — — 3.58% $7.0M 2025-02-03 $30.41

🏢 Other funds also holding DFSV

As of 2026 Q2 — sorted by position size

Clarity Wealth Development LLC 11.02% CSP Financial Group, LLC 9.34% Hassell Wealth Management, LLC 3Y 9.03% Arista Wealth Management, LLC 3Y 9.01% Seaside Wealth Management, Inc. 3Y 8.84% Avant Financial Advisors LLC 8.74% SCRATCH CAPITAL LLC 8.34% Oceanside Advisors LLC 8.28% United Wealth Management, LLC 7.89% Navigoe, LLC 7.57%

FAQ About Timonier Family Office, LTD. and DFSV

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

How long has Timonier Family Office, LTD. reported owning DFSV?

Timonier Family Office, LTD. reported DFSV across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported DFSV position in Timonier Family Office, LTD.'s portfolio?

The largest reported portfolio weight for DFSV was 4.78% in 2026 Q2.

What is the latest reported DFSV position on this page?

The most recent filing on this page is 2026 Q2, when Timonier Family Office, LTD. reported 436,101 shares, equal to 4.78% of portfolio, with an estimated market value of $16.9M.

What does the chart on this DFSV ownership page compare?

The chart compares Timonier Family Office, LTD.'s quarterly DFSV 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.

How well did Timonier Family Office, LTD. time their DFSV position?

Based on 13F filing dates vs. subsequent DFSV price moves, Timonier Family Office, LTD. correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on DFSV relative to SPY over the holding period was +1.6%.

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