SEC 13F Intelligence

Solutions 4 Wealth, Ltd / DFSD

Solutions 4 Wealth, Ltd’s Dimensional Etf Trust Position

Does Solutions 4 Wealth, Ltd own Dimensional Etf Trust (DFSD)? Yes — 29.1K shares worth $1M (+2.10% of its 13F portfolio) as of Q1 2026, down from 30.2K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
29.1K
% of Portfolio
+2.10%
Quarters Held
7
currently held

Position History DFSD

Reported value by quarter
Q3 ’24: $2MQ3 ’24Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $1MQ4 ’25Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202629.1K$1M+2.10%
Q4 202530.2K$1M+2.19%
Q3 202540.5K$2M+3.03%
Q2 202541.1K$2M+3.29%
Q1 202541.8K$2M+3.50%
Q4 202446.1K$2M+3.91%
Q3 202449.3K$2M+4.61%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Solutions 4 Wealth, Ltd’s full portfolio or all institutional holders of DFSD.