DUSB — DIMENSIONAL ETF TRUST

Ownership history in VANCE WEALTH, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which VANCE WEALTH, LLC reported a position in DIMENSIONAL ETF TRUST (DUSB). 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
0.99% (2025 Q4)
Avg. % of fund
0.65%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 66,062 +8,698 +15.2% 0.99% $3.3M $50.43
2025 Q3 ADDED 57,364 +38,080 +197.5% 0.90% $2.9M $49.92
2025 Q2 REDUCED 19,284 -1,690 -8.1% 0.33% $979K $49.34
2025 Q1 INITIATED 20,974 — — 0.40% $1.1M $48.79
% of Fund (quarterly)    DUSB price (monthly, adj. close)

Other funds also holding DUSB

As of 2025 Q4 — sorted by position size

Planning Center, Inc. 3Y 17.67% Rachor Investment Advisory Services, LLC 10.02% American Capital Advisory, LLC 7.69% Sterling Wealth Management, Inc. 6.82% TAGStone Capital, Inc. 3Y 5.28% Hiley Hunt Wealth Management 5.02% Onyx Financial Advisors, LLC 3Y 4.39% Foundry Financial LLC 4.38% SC&H Financial Advisors, Inc. 3Y 4.22% SJS Investment Consulting Inc. 3Y 4.12%
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