DFSV — DIMENSIONAL ETF TRUST

Ownership history in Wealth Dimensions Group, Ltd.  ·  13 quarters on record

This page tracks every 13F SEC filing in which Wealth Dimensions Group, Ltd. reported a position in DIMENSIONAL ETF TRUST (DFSV). 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.

Peak position
3.63% (2025 Q4)
Avg. % of fund
2.28%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 555,493 +54,840 +11.0% 3.63% $18.3M $32.89
2025 Q3 ADDED 500,653 +44,134 +9.7% 3.28% $15.9M $31.71
2025 Q2 ADDED 456,519 +19,459 +4.5% 2.96% $13.4M $29.18
2025 Q1 ADDED 437,060 +52,435 +13.6% 2.94% $12.3M $27.78
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFSV price (monthly, adj. close)

Other funds also holding DFSV

As of 2025 Q4 — sorted by position size

Hassell Wealth Management, LLC 3Y 8.78% Arista Wealth Management, LLC 3Y 8.41% Seaside Wealth Management, Inc. 3Y 8.33% Oceanside Advisors LLC 8.07% SENTINEL WEALTH MANAGEMENT, INC. 6.97% Leading Edge Financial Planning LLC 3Y 6.92% von Borstel & Associates, Inc. 6.46% Stordahl Capital Management, Inc. 3Y 7Y 6.3% Physician Wealth Solutions Inc. 5.98% Grunden Financial Advisory, Inc. 5.96%
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