DFNM — 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 (DFNM). 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
3.1% (2025 Q4)
Avg. % of fund
0.73%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 202,601 +138,229 +214.7% 3.10% $9.8M $48.03
2025 Q3 ADDED 64,372 +6,252 +10.8% 1.05% $3.1M $47.40
2025 Q2 ADDED 58,120 +18,872 +48.1% 1.01% $2.8M $46.51
2025 Q1 REDUCED 39,248 -1,493 -3.7% 0.77% $1.9M $46.31
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFNM price (monthly, adj. close)

Other funds also holding DFNM

As of 2025 Q4 — sorted by position size

Waterford Advisors, LLC 3Y 9.31% Yardley Wealth Management LLC 7.75% Rather & Kittrell, Inc. 3Y 6.49% Mattern Wealth Management LLC 3Y 4.92% RAM Investment Partners, LLC 4.44% DOPKINS WEALTH MANAGEMENT, LLC 3Y 4.32% Wheelhouse Advisory Group LLC 4.16% SENTINEL WEALTH MANAGEMENT, INC. 4.11% Symmetry Partners, LLC 3Y 7Y 3.78% Austin Wealth Management, LLC 3.72%
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