DFAT — DIMENSIONAL ETF TRUST

Ownership history in 25 LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which 25 LLC reported a position in DIMENSIONAL ETF TRUST (DFAT). 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
0.71% (2023 Q3)
Avg. % of fund
0.61%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 25,666 -191 -0.7% 0.48% $1.5M $59.54
2025 Q3 ADDED 25,857 +69 +0.3% 0.51% $1.5M $57.98
2025 Q2 REDUCED 25,788 -18 -0.1% 0.51% $1.4M $53.49
2025 Q1 ADDED 25,806 +18 +0.1% 0.55% $1.3M $50.81
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAT price (monthly, adj. close)

Other funds also holding DFAT

As of 2025 Q4 — sorted by position size

Richard Young Associates, Ltd. 25.75% GREAT OAK CAPITAL PARTNERS, LLC 21.04% BAYSHORE ASSET MANAGEMENT, LLC 3Y 20.43% Sensible Money, LLC 19.41% Index Fund Advisors, Inc. 3Y 18.0% Team Hewins, LLC 3Y 17.76% JACKSON THORNTON WEALTH MANAGEMENT, LLC 3Y 16.52% Parkwoods Wealth Partners, LLC 15.2% Disciplined Equity Management, Inc. 3Y 12.89% PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 12.86%
← Back to 25 LLC Holdings