DFAC — DIMENSIONAL ETF TRUST

Ownership history in ABLE Financial Group, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which ABLE Financial Group, LLC reported a position in DIMENSIONAL ETF TRUST (DFAC). 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
8.45% (2025 Q1)
Avg. % of fund
6.46%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 703,042 +25,164 +3.7% 5.65% $27.8M $39.59
2025 Q3 REDUCED 677,878 -25,298 -3.6% 5.67% $26.1M $38.48
2025 Q2 REDUCED 703,176 -210,678 -23.1% 6.08% $25.2M $35.66
2025 Q1 INITIATED 913,854 — — 8.45% $30.1M $32.72
% of Fund (quarterly)    DFAC price (monthly, adj. close)

Other funds also holding DFAC

As of 2025 Q4 — sorted by position size

Onyx Financial Advisors, LLC 3Y 60.88% CAPSTONE CAPITAL LLC 46.7% SJS Investment Consulting Inc. 3Y 45.64% Warburton Capital Management, LLC 45.47% BCU Wealth Advisors, LLC 44.02% Geometric Wealth Advisors 3Y 43.65% ANDREWS, LUCIA WEALTH MANAGEMENT LLC 3Y 43.51% Chico Wealth RIA 3Y 43.44% Monument Group Wealth Advisors, LLC 42.47% Shearwater Capital LLC 3Y 38.46%
← Back to ABLE Financial Group, LLC Holdings