DFIC — 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 (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
6.24% (2024 Q4)
Avg. % of fund
5.3%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 463,250 +4,815 +1.1% 6.14% $16.0M $34.46
2025 Q3 ADDED 458,435 +13,507 +3.0% 6.06% $15.0M $32.56
2025 Q2 REDUCED 444,928 -10,057 -2.2% 6.09% $13.8M $30.75
2025 Q1 REDUCED 454,985 -15,101 -3.2% 6.20% $12.6M $27.09
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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