DUSB β€” DIMENSIONAL ETF TRUST

Ownership history in Vise Technologies, Inc.  Β·  2 quarters on record

This page tracks every 13F SEC filing in which Vise Technologies, Inc. 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.15% (2025 Q4)
πŸ“Š Avg. % of fund
0.86%
πŸ“… First filed
2025 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
2
% of Fund (quarterly)    DUSB price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,162,271 +866,921 +293.5% 1.15% $58.9M $50.43
2025 Q3 INITIATED 295,350 β€” β€” 0.56% $15.0M $49.92

🏒 Other funds also holding DUSB

As of 2025 Q4 β€” 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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