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
2024 Q4 REDUCED 35,767 -974 -2.7% 1.27% $2.0M $54.76
2024 Q3 REDUCED 36,741 -1,939 -5.0% 1.34% $2.0M $54.53
2024 Q2 ADDED 38,680 +8 +0.0% 1.42% $2.0M $50.66
2024 Q1 REDUCED 38,672 -65 -0.2% 1.58% $2.1M $52.94
2023 Q4 INITIATED 38,737 1.73% $2.0M
% of Fund (quarterly)    DFAT price (monthly, adj. close)
← Back to Abel Hall, LLC Holdings