Ownership history in Wealth Architects, LLC · 15 quarters on record
This page tracks every 13F SEC filing in which Wealth Architects, LLC reported a position in DIMENSIONAL ETF TRUST (DFUV). 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 | REDUCED | 710,843 | -3,163 | -0.4% | 2.98% | $33.1M | $46.59 |
| 2025 Q3 | REDUCED | 714,006 | -17,235 | -2.4% | 3.01% | $31.9M | $44.53 |
| 2025 Q2 | ADDED | 731,241 | +466,918 | +176.6% | 3.14% | $30.9M | $41.95 |
| 2025 Q1 | REDUCED | 264,323 | -425,005 | -61.7% | 2.12% | $19.2M | $40.69 |
| 2024 Q4 | REDUCED | 689,328 | -12,620 | -1.8% | 3.18% | $28.2M | $40.25 |
| 2024 Q3 | REDUCED | 701,948 | -10,804 | -1.5% | 3.31% | $29.3M | $40.83 |
| 2024 Q2 | REDUCED | 712,752 | -14,780 | -2.0% | 3.42% | $28.0M | $38.30 |
| 2024 Q1 | REDUCED | 727,532 | -7,745 | -1.1% | 3.92% | $29.8M | $39.71 |
| 2023 Q4 | REDUCED | 735,277 | -3,124 | -0.4% | 3.84% | $27.4M | $36.00 |
| 2023 Q3 | REDUCED | 738,401 | -11,956 | -1.6% | 4.27% | $25.1M | $32.78 |
As of 2025 Q4 — sorted by position size