Ownership history in Wealth Architects, LLC Β· 12 quarters on record
This page tracks every 13F SEC filing in which Wealth Architects, LLC reported a position in DIMENSIONAL ETF TRUST (DFLV). 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.
π Wealth Architects, LLC underperformed the S&P 500 by β6.4% annually on this DFLV position. Timing score: 64% (7/11 decisions correct). Average cost basis: $28.72. Maximum drawdown during holding period: β3.2%.
β Significantly underperformed the S&P 500 by 6.4% ann.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
7 of 11 add/trim decisions correct
Best entry: $23.41 (2023 Q1) Β· Worst: $34.21 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
11 adds Β· 1 trim. Bought during 3 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.04% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.