DFAC — DIMENSIONAL ETF TRUST

Ownership history in Abel Hall, LLC · 9 quarters on record

This page tracks every 13F SEC filing in which Abel Hall, LLC reported a position in DIMENSIONAL ETF TRUST (DFAC). 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

20.69% (2024 Q2)

Avg. % of fund

18.04%

First filed

2023 Q4

Last filed

2025 Q4

Quarters held

9

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	1,058,653	+24,380	+2.4%	9.79%	$41.9M	$39.59
2025 Q3	ADDED	1,034,273	+60,188	+6.2%	16.11%	$39.9M	$38.48
2025 Q2	REDUCED	974,085	-2,453	-0.3%	16.14%	$34.9M	$35.66
2025 Q1	ADDED	976,538	+62,853	+6.9%	19.44%	$32.2M	$32.72

% of Fund (quarterly) DFAC price (monthly, adj. close)

Other funds also holding DFAC

As of 2025 Q4 — sorted by position size

Onyx Financial Advisors, LLC 3Y 60.88% CAPSTONE CAPITAL LLC 46.7% SJS Investment Consulting Inc. 3Y 45.64% Warburton Capital Management, LLC 45.47% BCU Wealth Advisors, LLC 44.02% Geometric Wealth Advisors 3Y 43.65% ANDREWS, LUCIA WEALTH MANAGEMENT LLC 3Y 43.51% Chico Wealth RIA 3Y 43.44% Monument Group Wealth Advisors, LLC 42.47% Shearwater Capital LLC 3Y 38.46%

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