DUSB — DIMENSIONAL ETF TRUST

Ownership history in WEALTHSPAN PARTNERS, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which WEALTHSPAN PARTNERS, LLC reported a position in DIMENSIONAL ETF TRUST (DUSB). 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
3.88% (2025 Q3)
Avg. % of fund
2.43%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 171,672 -28,617 -14.3% 3.16% $8.7M $50.43
2025 Q3 ADDED 200,289 +21,380 +12.0% 3.88% $10.2M $49.92
2025 Q2 ADDED 178,909 +38,350 +27.3% 3.75% $9.1M $49.34
2025 Q1 ADDED 140,559 +68,090 +94.0% 3.29% $7.1M $48.79
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DUSB price (monthly, adj. close)

Other funds also holding DUSB

As of 2025 Q4 — sorted by position size

Planning Center, Inc. 3Y 17.67% Rachor Investment Advisory Services, LLC 10.02% American Capital Advisory, LLC 7.69% Sterling Wealth Management, Inc. 6.82% TAGStone Capital, Inc. 3Y 5.28% Hiley Hunt Wealth Management 5.02% Onyx Financial Advisors, LLC 3Y 4.39% Foundry Financial LLC 4.38% SC&H Financial Advisors, Inc. 3Y 4.22% SJS Investment Consulting Inc. 3Y 4.12%
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