DFAT — 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 (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

1.73% (2023 Q4)

Avg. % of fund

1.18%

First filed

2023 Q4

Last filed

2025 Q4

Quarters held

9

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	34,959	-541	-1.5%	0.49%	$2.1M	$59.54
2025 Q3	REDUCED	35,500	-259	-0.7%	0.83%	$2.1M	$57.98
2025 Q2	REDUCED	35,759	-8	-0.0%	0.89%	$1.9M	$53.49
2025 Q1	UNCHANGED	35,767	—	0%	1.11%	$1.8M	$50.81

% 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%

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