DFCF — 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 (DFCF). 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

2.77% (2023 Q4)

Avg. % of fund

1.33%

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	50,120	+54	+0.1%	0.50%	$2.1M	$42.44
2025 Q3	REDUCED	50,066	-2,624	-5.0%	0.86%	$2.1M	$42.01
2025 Q2	REDUCED	52,690	-1,526	-2.8%	1.03%	$2.2M	$41.06
2025 Q1	REDUCED	54,216	-17,263	-24.2%	1.38%	$2.3M	$40.38

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

Other funds also holding DFCF

As of 2025 Q4 — sorted by position size

Ferguson Johnson Wealth Management Inc 23.41% Core Wealth Management, Inc. 3Y 22.72% Creative Capital Management Investments LLC 3Y 15.91% Great Waters Wealth Management 3Y 14.58% Wheels Up Wealth, Inc. 14.22% Grunden Financial Advisory, Inc. 13.87% WPWealth LLP 3Y 13.24% Hiley Hunt Wealth Management 13.1% Truepoint, Inc. 3Y 7Y 12.01% DiNuzzo Private Wealth, Inc. 11.31%

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