DFEM 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 (DFEM). 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
1.59% (2023 Q4)
Avg. % of fund
1.26%
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 79,280 -1,027 -1.3% 0.61% $2.6M $33.08
2025 Q3 ADDED 80,307 +1,165 +1.5% 1.04% $2.6M $31.87
2025 Q2 REDUCED 79,142 -5,787 -6.8% 1.09% $2.3M $29.26
2025 Q1 ADDED 84,929 +5,191 +6.5% 1.36% $2.2M $25.86
2024 Q4 ADDED 79,738 +4,559 +6.1% 1.33% $2.1M $25.54
2024 Q3 REDUCED 75,179 -4,249 -5.3% 1.39% $2.1M $27.27
2024 Q2 ADDED 79,428 +2,797 +3.6% 1.50% $2.1M $25.65
2024 Q1 ADDED 76,631 +1,877 +2.5% 1.46% $2.0M $24.29
2023 Q4 INITIATED 74,754 1.59% $1.9M
% of Fund (quarterly)    DFEM price (monthly, adj. close)
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