Ownership history in Wealth Architects, LLC · 11 quarters on record
This page tracks every 13F SEC filing in which Wealth Architects, LLC reported a position in DIMENSIONAL ETF TRUST (DFSE). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 157,775 | +11,294 | +7.7% | 0.59% | $6.5M | $41.48 |
| 2025 Q3 | ADDED | 146,481 | +4,670 | +3.3% | 0.57% | $6.0M | $40.81 |
| 2025 Q2 | ADDED | 141,811 | +88,241 | +164.7% | 0.55% | $5.4M | $37.52 |
| 2025 Q1 | REDUCED | 53,570 | -54,153 | -50.3% | 0.43% | $3.9M | $32.95 |
| 2024 Q4 | ADDED | 107,723 | +14,368 | +15.4% | 0.40% | $3.6M | $32.35 |
| 2024 Q3 | ADDED | 93,355 | +13,568 | +17.0% | 0.37% | $3.3M | $34.41 |
| 2024 Q2 | ADDED | 79,787 | +19,342 | +32.0% | 0.33% | $2.7M | $32.23 |
| 2024 Q1 | ADDED | 60,445 | +9,086 | +17.7% | 0.26% | $1.9M | $30.84 |
| 2023 Q4 | ADDED | 51,359 | +5,501 | +12.0% | 0.23% | $1.6M | $30.26 |
| 2023 Q3 | ADDED | 45,858 | +18,453 | +67.3% | 0.23% | $1.3M | $28.00 |
As of 2025 Q4 — sorted by position size