Werba Rubin Papier Wealth Management DFSD β€” DIMENSIONAL ETF TRUST

Ownership history in Werba Rubin Papier Wealth Management  Β·  4 quarters on record

AI Ownership Summary

Werba Rubin Papier Wealth Management reported DIMENSIONAL ETF TRUST (DFSD) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 2.87% in 2025 Q4. The latest visible filing shows DFSD at 2.87% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFSD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Werba Rubin Papier Wealth Management's position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DFSD was reported at 2.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.87% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DFSD stock page Werba Rubin Papier Wealth Management fund profile Werba Rubin Papier Wealth Management full holdings
How Werba Rubin Papier Wealth Management held DFSD β€” position size vs. price
% of Fund (quarterly)    DFSD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 221,243 +172,530 +354.2% 2.87% $10.6M 2026-02-14 (Est.) $48.08
2025 Q3 ADDED β€” β€” β€” 48,713 +7,553 +18.4% 0.38% $2.3M 2025-11-04 $47.31
2025 Q2 ADDED β€” β€” β€” 41,160 +14,412 +53.9% 0.37% $2.0M 2025-07-29 $46.54
2025 Q1 INITIATED β€” β€” β€” 26,748 β€” β€” 0.28% $1.3M 2025-05-07 $45.80

🏒 Other funds also holding DFSD

As of 2026 Q1 β€” sorted by position size

Wolfstich Capital, LLC 17.11% Sterling Wealth Advisors Inc 13.75% 55 North Private Wealth, LLC 10.78% DiNuzzo Private Wealth, Inc. 10.53% BCO Wealth Management LLC 10.31% Wheelhouse Advisory Group LLC 9.8% MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 3Y 7Y 9.4% Great Waters Wealth Management 3Y 9.04% Verisail Partners, LLC 7.89% Onyx Financial Advisors, LLC 3Y 7.68%

FAQ About Werba Rubin Papier Wealth Management and DFSD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Werba Rubin Papier Wealth Management reported owning DFSD?

Werba Rubin Papier Wealth Management reported DFSD across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported DFSD position in Werba Rubin Papier Wealth Management's portfolio?

The largest reported portfolio weight for DFSD was 2.87% in 2025 Q4.

What is the latest reported DFSD position on this page?

The most recent filing on this page is 2025 Q4, when Werba Rubin Papier Wealth Management reported 221,243 shares, equal to 2.87% of portfolio, with an estimated market value of $10.6M.

What does the chart on this DFSD ownership page compare?

The chart compares Werba Rubin Papier Wealth Management's quarterly DFSD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Werba Rubin Papier Wealth Management time their DFSD position?

Based on 13F filing dates vs. subsequent DFSD price moves, Werba Rubin Papier Wealth Management correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on DFSD relative to SPY over the holding period was -22.0%.

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