DFIC — DIMENSIONAL ETF TRUST

Ownership history in Annex Advisory Services, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Annex Advisory Services, LLC reported a position in DIMENSIONAL ETF TRUST (DFIC). 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
1.74% (2025 Q3)
Avg. % of fund
1.7%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 2,515,017 +17,644 +0.7% 1.66% $86.7M $34.46
2025 Q3 ADDED 2,497,373 +219,739 +9.6% 1.74% $81.9M $32.56
2025 Q2 INITIATED 2,277,634 — — 1.70% $70.8M $30.75
% of Fund (quarterly)    DFIC price (monthly, adj. close)

Other funds also holding DFIC

As of 2025 Q4 — sorted by position size

Miramar Fiduciary Corp 3Y 55.56% CAPSTONE CAPITAL LLC 23.83% Syverson Strege & Co 3Y 16.86% Cannon Financial Strategists, Inc. 16.54% SwitchPoint Financial Planning, LLC 16.31% Kooman & Associates 3Y 16.25% Rachor Investment Advisory Services, LLC 15.45% Leading Edge Financial Planning LLC 3Y 14.52% BCU Wealth Advisors, LLC 14.29% Eaton-Cambridge Inc. 14.23%
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