Aspect Partners, LLC DFAU — DIMENSIONAL US CORE EQUITY MARKET ETF

Ownership history in Aspect Partners, LLC  ·  6 quarters on record

AI Ownership Summary

Aspect Partners, LLC reported DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.33% in 2024 Q3. The latest visible filing shows DFAU at 0.25% 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.

What this DFAU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aspect Partners, LLC's position in DIMENSIONAL US CORE EQUITY MARKET ETF, 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 Q4

DFAU was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 to 2025 Q4

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.

DFAU stock page Aspect Partners, LLC fund profile Aspect Partners, LLC full holdings
How Aspect Partners, LLC held DFAU — position size vs. price
% of Fund (quarterly)    DFAU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 5.8% -3.4% ✅ 12,122 -752 -5.8% 0.25% $567K 2026-01-23 $47.49
2025 Q3 UNCHANGED — — — 12,874 — 0% 0.27% $589K 2025-11-06 $45.63
2025 Q2 UNCHANGED — — — 12,874 — 0% 0.27% $545K 2025-08-06 $43.02
2025 Q1 UNCHANGED — — — 12,874 — 0% 0.28% $495K 2025-04-24 $37.11
2024 Q4 REDUCED 13.4% -4.8% ✅ 12,874 -2,000 -13.4% 0.30% $521K 2025-02-03 $40.85
2024 Q3 INITIATED — — — 14,874 — — 0.33% $590K 2024-10-15 $39.49

🏢 Other funds also holding DFAU

As of 2026 Q1 — sorted by position size

Aquire Wealth Advisors, LLC 3Y 40.53% Kooman & Associates 3Y 38.62% Sterling Wealth Advisors Inc 30.61% Blankinship & Foster, LLC 3Y 7Y 26.16% Spinnaker Investment Group, LLC 3Y 21.13% Pioneer Wealth Management Group 3Y 20.64% Two West Capital Advisors LLC 20.6% 55 North Private Wealth, LLC 19.41% Valued Wealth Advisors LLC 17.58% Yardley Wealth Management LLC 16.47%

FAQ About Aspect Partners, LLC and DFAU

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

How long has Aspect Partners, LLC reported owning DFAU?

Aspect Partners, LLC reported DFAU across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported DFAU position in Aspect Partners, LLC's portfolio?

The largest reported portfolio weight for DFAU was 0.33% in 2024 Q3.

What is the latest reported DFAU position on this page?

The most recent filing on this page is 2025 Q4, when Aspect Partners, LLC reported 12,122 shares, equal to 0.25% of portfolio, with an estimated market value of $567K.

What does the chart on this DFAU ownership page compare?

The chart compares Aspect Partners, LLC's quarterly DFAU 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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