DFLV β€” DIMENSIONAL ETF TRUST

Ownership history in Vise Technologies, Inc.  Β·  3 quarters on record

AI Ownership Summary

Vise Technologies, Inc. reported DIMENSIONAL ETF TRUST (DFLV) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 1.73% in 2025 Q4. The latest visible filing shows DFLV at 1.73% 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 DFLV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Vise Technologies, Inc.'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
2025 Q4

DFLV was reported at 1.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.73% in 2025 Q4

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

Time in book
Holding Window
2025 Q2 to 2025 Q4

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 Vise Technologies, Inc. held DFLV β€” position size vs. price
% of Fund (quarterly)    DFLV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 2,580,784 +1,746,930 +209.5% 1.73% $88.3M 2026-02-14 (Est.) $36.77
2025 Q3 ADDED 833,854 +826,318 +10964.9% 1.02% $27.4M 2025-11-13 $32.96
2025 Q2 INITIATED 7,536 β€” β€” 0.01% $234K 2025-08-07 $30.71

FAQ About Vise Technologies, Inc. and DFLV

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

How long has Vise Technologies, Inc. reported owning DFLV?

Vise Technologies, Inc. reported DFLV across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported DFLV position in Vise Technologies, Inc.'s portfolio?

The largest reported portfolio weight for DFLV was 1.73% in 2025 Q4.

What is the latest reported DFLV position on this page?

The most recent filing on this page is 2025 Q4, when Vise Technologies, Inc. reported 2,580,784 shares, equal to 1.73% of portfolio, with an estimated market value of $88.3M.

What does the chart on this DFLV ownership page compare?

The chart compares Vise Technologies, Inc.'s quarterly DFLV 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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