DFSU β€” DIMENSIONAL US SUS CORE 1

Ownership history in von Borstel & Associates, Inc.  Β·  6 quarters on record

AI Ownership Summary

von Borstel & Associates, Inc. reported DIMENSIONAL US SUS CORE 1 (DFSU) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.36% in 2024 Q4. The latest visible filing shows DFSU at 0.25% 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 DFSU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was von Borstel & Associates, Inc.'s position in DIMENSIONAL US SUS CORE 1, 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

DFSU was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% in 2024 Q4

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

Time in book
Holding Window
2024 Q3 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 von Borstel & Associates, Inc. held DFSU β€” position size vs. price
% of Fund (quarterly)    DFSU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 24,373 -1,002 -3.9% 0.25% $1.1M 2026-02-14 (Est.) $43.35
2025 Q3 REDUCED 25,375 -599 -2.3% 0.17% $1.1M 2025-11-14 $42.24
2025 Q2 ADDED 25,974 +1,004 +4.0% 0.27% $1.0M 2025-08-11 $40.04
2025 Q1 ADDED 24,970 +819 +3.4% 0.27% $894K 2025-04-29 $35.04
2024 Q4 ADDED 24,151 +9,101 +60.5% 0.36% $915K 2025-02-11 $38.82
2024 Q3 INITIATED 15,050 β€” β€” 0.32% $559K 2024-10-15 $37.11

FAQ About von Borstel & Associates, Inc. and DFSU

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

How long has von Borstel & Associates, Inc. reported owning DFSU?

von Borstel & Associates, Inc. reported DFSU across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported DFSU position in von Borstel & Associates, Inc.'s portfolio?

The largest reported portfolio weight for DFSU was 0.36% in 2024 Q4.

What is the latest reported DFSU position on this page?

The most recent filing on this page is 2025 Q4, when von Borstel & Associates, Inc. reported 24,373 shares, equal to 0.25% of portfolio, with an estimated market value of $1.1M.

What does the chart on this DFSU ownership page compare?

The chart compares von Borstel & Associates, Inc.'s quarterly DFSU 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.

← Back to von Borstel & Associates, Inc. Holdings