DFAT — DIMENSIONAL ETF TRUST

Ownership history in Applied Capital LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which Applied Capital LLC reported a position in DIMENSIONAL ETF TRUST (DFAT). 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
1.75% (2022 Q2)
Avg. % of fund
1.35%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 46,620 — 0% 1.07% $2.8M $59.54
2025 Q3 REDUCED 46,620 -369 -0.8% 1.09% $2.7M $57.98
2025 Q2 REDUCED 46,989 -75 -0.2% 1.12% $2.5M $53.49
2025 Q1 UNCHANGED 47,064 — 0% 1.19% $2.4M $50.81
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAT price (monthly, adj. close)

Other funds also holding DFAT

As of 2025 Q4 — sorted by position size

Richard Young Associates, Ltd. 25.75% GREAT OAK CAPITAL PARTNERS, LLC 21.04% BAYSHORE ASSET MANAGEMENT, LLC 3Y 20.43% Sensible Money, LLC 19.41% Index Fund Advisors, Inc. 3Y 18.0% Team Hewins, LLC 3Y 17.76% JACKSON THORNTON WEALTH MANAGEMENT, LLC 3Y 16.52% Parkwoods Wealth Partners, LLC 15.2% Disciplined Equity Management, Inc. 3Y 12.89% PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 12.86%
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