DFEV — DIMENSIONAL ETF TRUST

Ownership history in True Wealth Design, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which True Wealth Design, LLC reported a position in DIMENSIONAL ETF TRUST (DFEV). 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
8.74% (2024 Q3)
Avg. % of fund
5.72%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 704,601 -34,917 -4.7% 6.97% $23.8M $33.74
2025 Q3 REDUCED 739,518 -7,467 -1.0% 7.21% $23.6M $31.70
2025 Q2 REDUCED 746,985 -59,031 -7.3% 7.89% $22.4M $29.45
2025 Q1 REDUCED 806,016 -1,496 -0.2% 8.30% $21.8M $26.33
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFEV price (monthly, adj. close)

Other funds also holding DFEV

As of 2025 Q4 — sorted by position size

Sensible Money, LLC 7.88% EAGLE WEALTH STRATEGIES LLC 7.59% Asset Dedication, LLC 3Y 7Y 5.88% Financial Architects, LLC 4.82% Cambridge Financial Group, LLC 4.72% Financially in Tune, LLC 4.23% Strata Wealth Advisors, LLC 3.96% Freedom Investment Management, Inc. 3Y 7Y 3.44% McCartney Wealth Management LLC 3.43% Marquette Asset Management, LLC 3Y 7Y 3.36%
← Back to True Wealth Design, LLC Holdings