DFAE β€” DIMENSIONAL ETF TRUST

Ownership history in Ameritas Advisory Services, LLC  Β·  15 quarters on record

AI Ownership Summary

Ameritas Advisory Services, LLC reported DIMENSIONAL ETF TRUST (DFAE) in 15 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.03% in 2025 Q1. The latest visible filing shows DFAE at 0.03% 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 DFAE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ameritas Advisory Services, 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
2025 Q3

DFAE was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q1

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

Time in book
Holding Window
2024 Q1 to 2025 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.

How Ameritas Advisory Services, LLC held DFAE β€” position size vs. price
% of Fund (quarterly)    DFAE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 12,842 -2,140 -14.3% 0.03% $405K 2025-11-06 $32.08
2025 Q2 REDUCED 14,982 -14,301 -48.8% 0.02% $434K 2025-07-21 $29.28
2025 Q1 ADDED 29,283 +557 +1.9% 0.03% $751K 2025-04-25 $25.22
2024 Q4 ADDED 28,726 +3,917 +15.8% 0.03% $729K 2025-01-15 $24.59
2024 Q3 ADDED 24,809 +344 +1.4% 0.03% $680K 2024-10-30 $25.74
2024 Q2 ADDED 24,465 +1,169 +5.0% 0.02% $633K 2024-07-29 $24.63
2024 Q1 ADDED 23,296 +3,852 +19.8% 0.02% $585K 2024-05-14 $24.62
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Ameritas Advisory Services, LLC and DFAE

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

How long has Ameritas Advisory Services, LLC reported owning DFAE?

Ameritas Advisory Services, LLC reported DFAE across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported DFAE position in Ameritas Advisory Services, LLC's portfolio?

The largest reported portfolio weight for DFAE was 0.03% in 2025 Q1.

What is the latest reported DFAE position on this page?

The most recent filing on this page is 2025 Q3, when Ameritas Advisory Services, LLC reported 12,842 shares, equal to 0.03% of portfolio, with an estimated market value of $405K.

What does the chart on this DFAE ownership page compare?

The chart compares Ameritas Advisory Services, LLC's quarterly DFAE 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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