Ownership history in Well Done, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Well Done, LLC 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 428,720 | -10,831 | -2.5% | 2.11% | $14.1M | $32.89 |
| 2025 Q3 | ADDED | 439,551 | +1,963 | +0.4% | 2.38% | $14.0M | $31.71 |
| 2025 Q2 | ADDED | 437,588 | +54,123 | +14.1% | 2.42% | $12.9M | $29.18 |
| 2025 Q1 | ADDED | 383,465 | +1,412 | +0.4% | 2.14% | $11.8M | $27.78 |
| 2024 Q4 | UNCHANGED | 382,053 | — | 0% | 2.15% | $11.8M | $30.29 |
| 2024 Q3 | ADDED | 382,053 | +3,090 | +0.8% | 2.15% | $11.8M | $30.18 |
| 2024 Q2 | ADDED | 378,963 | +16,328 | +4.5% | 2.27% | $10.9M | $28.11 |
| 2024 Q1 | ADDED | 362,635 | +343,217 | +1767.5% | 2.15% | $10.9M | $29.28 |
| 2023 Q4 | INITIATED | 19,418 | — | — | 0.11% | $565K | — |
As of 2025 Q4 — sorted by position size