DFIC — 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 (DFIC). 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
7.26% (2023 Q4)
Avg. % of fund
5.53%
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 344,807 -491 -0.1% 2.77% $11.9M $34.46
2025 Q3 ADDED 345,298 +19,497 +6.0% 4.57% $11.3M $32.56
2025 Q2 REDUCED 325,801 -17,153 -5.0% 4.68% $10.1M $30.75
2025 Q1 ADDED 342,954 +1,784 +0.5% 5.75% $9.5M $27.09
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFIC price (monthly, adj. close)

Other funds also holding DFIC

As of 2025 Q4 — sorted by position size

Miramar Fiduciary Corp 3Y 55.56% CAPSTONE CAPITAL LLC 23.83% Syverson Strege & Co 3Y 16.86% Cannon Financial Strategists, Inc. 16.54% SwitchPoint Financial Planning, LLC 16.31% Kooman & Associates 3Y 16.25% Rachor Investment Advisory Services, LLC 15.45% Leading Edge Financial Planning LLC 3Y 14.52% BCU Wealth Advisors, LLC 14.29% Eaton-Cambridge Inc. 14.23%
← Back to Abel Hall, LLC Holdings