DISV β€” DIMENSIONAL ETF TRUST

Ownership history in William Mack & Associates, Inc.  Β·  2 quarters on record

AI Ownership Summary

William Mack & Associates, Inc. reported DIMENSIONAL ETF TRUST (DISV) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 7.14% in 2025 Q4. The latest visible filing shows DISV at 7.14% 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 DISV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was William Mack & Associates, Inc.'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

DISV was reported at 7.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.14% 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 Q3 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.

How William Mack & Associates, Inc. held DISV β€” position size vs. price
% of Fund (quarterly)    DISV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 399,201 +144,573 +56.8% 7.14% $15.2M 2026-02-14 (Est.) $42.74
2025 Q3 INITIATED 254,628 β€” β€” 4.89% $9.1M 2025-11-14 $35.67

FAQ About William Mack & Associates, Inc. and DISV

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

How long has William Mack & Associates, Inc. reported owning DISV?

William Mack & Associates, Inc. reported DISV across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported DISV position in William Mack & Associates, Inc.'s portfolio?

The largest reported portfolio weight for DISV was 7.14% in 2025 Q4.

What is the latest reported DISV position on this page?

The most recent filing on this page is 2025 Q4, when William Mack & Associates, Inc. reported 399,201 shares, equal to 7.14% of portfolio, with an estimated market value of $15.2M.

What does the chart on this DISV ownership page compare?

The chart compares William Mack & Associates, Inc.'s quarterly DISV 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.

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