DFAS — DIMENSIONAL ETF TRUST

Ownership history in ACAS, LLC · 7 quarters on record

This page tracks every 13F SEC filing in which ACAS, LLC reported a position in DIMENSIONAL ETF TRUST (DFAS). 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

3.92% (2024 Q4)

Avg. % of fund

2.66%

First filed

2023 Q4

Last filed

2025 Q2

Quarters held

7

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q2	ADDED	51,145	+4,070	+8.6%	2.32%	$3.5M	$63.36
2025 Q1	REDUCED	47,075	-31,161	-39.8%	2.09%	$2.7M	$59.26
2024 Q4	ADDED	78,236	+9,471	+13.8%	3.92%	$5.3M	$64.41
2024 Q3	ADDED	68,765	+4,841	+7.6%	3.68%	$4.5M	$64.02

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

Other funds also holding DFAS

As of 2025 Q4 — sorted by position size

Richard Young Associates, Ltd. 24.8% Index Fund Advisors, Inc. 3Y 19.11% DIXON FNANCIAL SERVICES, INC. 3Y 17.35% Heritage Wealth Management, Inc./Texas 3Y 12.91% SENTINEL WEALTH MANAGEMENT, INC. 12.78% Disciplined Equity Management, Inc. 3Y 12.64% ACORN CREEK CAPITAL LLC 10.64% Stordahl Capital Management, Inc. 3Y 7Y 10.35% TCI Wealth Advisors, Inc. 3Y 7Y 9.82% PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 8.73%

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