DFIC β€” DIMENSIONAL ETF TRUST

Ownership history in Advisory Services & Investments, LLC  Β·  10 quarters on record

AI Ownership Summary

Advisory Services & Investments, LLC reported DIMENSIONAL ETF TRUST (DFIC) in 10 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 14.34% in 2024 Q2. The latest visible filing shows DFIC at 14.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DFIC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Advisory Services & Investments, LLC's position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

DFIC was reported at 14.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
14.34% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DFIC stock page Advisory Services & Investments, LLC fund profile Advisory Services & Investments, LLC full holdings
How Advisory Services & Investments, LLC held DFIC β€” position size vs. price
% of Fund (quarterly)    DFIC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 REDUCED 738,892 -45,863 -5.8% 14.15% $20.8M 2024-11-14 (Est.) $25.29
2024 Q2 ADDED 784,755 +11,218 +1.5% 14.34% $20.6M 2024-08-06 $24.39
2024 Q1 ADDED 773,537 +18,218 +2.4% 14.27% $20.7M 2024-04-18 $24.34
2023 Q4 ADDED 755,319 +27,790 +3.8% 14.22% $19.3M 2024-02-13 $23.46
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding DFIC

As of 2026 Q1 β€” sorted by position size

True Wealth Design, LLC 3Y 10.47% Aspen Wealth Management LLC 3Y 9.89% Cambridge Financial Group, LLC 8.22% Wealth Advisors Northwest LLC 8.05% Hiley Hunt Wealth Management 7.14% Trust Co of the South 5.79% LifeGuide Financial Advisors, LLC 3Y 5.42% DiNuzzo Private Wealth, Inc. 5.3% Physician Wealth Solutions Inc. 5.05% MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 3Y 7Y 4.51%

FAQ About Advisory Services & Investments, LLC and DFIC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Advisory Services & Investments, LLC reported owning DFIC?

Advisory Services & Investments, LLC reported DFIC across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported DFIC position in Advisory Services & Investments, LLC's portfolio?

The largest reported portfolio weight for DFIC was 14.34% in 2024 Q2.

What is the latest reported DFIC position on this page?

The most recent filing on this page is 2024 Q3, when Advisory Services & Investments, LLC reported 738,892 shares, equal to 14.15% of portfolio, with an estimated market value of $20.8M.

What does the chart on this DFIC ownership page compare?

The chart compares Advisory Services & Investments, LLC's quarterly DFIC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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