DFAE — DIMENSIONAL ETF TRUST

Ownership history in Aquire Wealth Advisors, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Aquire Wealth Advisors, LLC reported a position in DIMENSIONAL ETF TRUST (DFAE). 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
10.01% (2025 Q1)
Avg. % of fund
7.76%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,081,599 -52,605 -4.6% 9.16% $35.2M $32.57
2025 Q3 ADDED 1,134,204 +40,146 +3.7% 8.80% $35.8M $31.33
2025 Q2 REDUCED 1,094,058 -161,736 -12.9% 8.51% $31.7M $28.56
2025 Q1 ADDED 1,255,794 +64,177 +5.4% 10.01% $32.5M $25.33
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAE price (monthly, adj. close)

Other funds also holding DFAE

As of 2025 Q4 — sorted by position size

Chico Wealth RIA 3Y 9.36% Morling Financial Advisors, LLC 3Y 7.77% CPA Asset Management Group, LLC 3Y 7.67% RAM Investment Partners, LLC 7.59% Avondale Wealth Management 3Y 7Y 6.46% Great Point Wealth Advisors, LLC 3Y 7Y 6.4% Pioneer Wealth Management Group 6.05% Keyes, Stange & Wooten Wealth Management, LLC 6.01% Creative Capital Management Investments LLC 3Y 5.92% DEMMING FINANCIAL SERVICES CORP /ADV 5.78%
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