DFUV — DIMENSIONAL ETF TRUST

Ownership history in WorthPointe, LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which WorthPointe, LLC reported a position in DIMENSIONAL ETF TRUST (DFUV). 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
14.46% (2022 Q2)
Avg. % of fund
10.98%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 565,215 +30,354 +5.7% 6.92% $26.3M $46.59
2025 Q3 REDUCED 534,861 -620 -0.1% 8.96% $23.9M $44.53
2025 Q2 ADDED 535,481 +1,400 +0.3% 9.52% $22.6M $41.95
2025 Q1 REDUCED 534,081 -45,661 -7.9% 9.84% $22.0M $40.69
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFUV price (monthly, adj. close)

Other funds also holding DFUV

As of 2025 Q4 — sorted by position size

Richard Young Associates, Ltd. 25.63% Disciplined Equity Management, Inc. 3Y 19.37% DIXON FNANCIAL SERVICES, INC. 3Y 15.72% Team Hewins, LLC 3Y 14.58% Heritage Wealth Management, Inc./Texas 3Y 13.66% Parkwoods Wealth Partners, LLC 12.92% PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 12.85% Meritas Wealth Management, LLC 12.63% Index Fund Advisors, Inc. 3Y 12.54% Triune Financial Partners, LLC 10.82%
← Back to WorthPointe, LLC Holdings