DFIC β€” DIMENSIONAL ETF TRUST

Ownership history in Austin Wealth Management, LLC  Β·  10 quarters on record

AI Ownership Summary

Austin Wealth Management, LLC reported DIMENSIONAL ETF TRUST (DFIC) in 10 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 6.17% in 2023 Q3. The latest visible filing shows DFIC at 1.37% 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 DFIC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Austin Wealth Management, LLC's position in DIMENSIONAL ETF TRUST, 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

DFIC was reported at 1.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.17% in 2023 Q3

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

Time in book
Holding Window
2023 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.

How Austin Wealth Management, LLC held DFIC β€” position size vs. price
% of Fund (quarterly)    DFIC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 264,632 -15,180 -5.4% 1.37% $9.3M 2026-02-14 (Est.) $37.76
2025 Q3 REDUCED 279,812 -6,981 -2.4% 1.44% $9.2M 2025-11-05 $32.48
2025 Q2 REDUCED 286,793 -394,313 -57.9% 1.57% $8.8M 2025-08-08 $31.37
2025 Q1 REDUCED 681,106 -50,299 -6.9% 3.90% $19.5M 2025-05-01 $27.97
2024 Q4 REDUCED 731,405 -27,976 -3.7% 3.96% $19.1M 2025-02-10 $26.40
2024 Q3 REDUCED 759,381 -2,634 -0.3% 4.61% $21.0M 2024-10-28 $26.09
2024 Q2 REDUCED 762,015 -7,474 -1.0% 4.84% $20.6M 2024-07-31 $26.03
2024 Q1 REDUCED 769,489 -12,695 -1.6% 5.16% $20.8M 2024-05-23 $25.46
2023 Q4 REDUCED 782,184 -38,304 -4.7% 5.34% $19.9M 2024-02-21 $24.11
2023 Q3 INITIATED 820,488 β€” β€” 6.17% $19.9M 2023-12-05 $22.79

FAQ About Austin Wealth Management, LLC and DFIC

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

How long has Austin Wealth Management, LLC reported owning DFIC?

Austin Wealth Management, LLC reported DFIC across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported DFIC position in Austin Wealth Management, LLC's portfolio?

The largest reported portfolio weight for DFIC was 6.17% in 2023 Q3.

What is the latest reported DFIC position on this page?

The most recent filing on this page is 2025 Q4, when Austin Wealth Management, LLC reported 264,632 shares, equal to 1.37% of portfolio, with an estimated market value of $9.3M.

What does the chart on this DFIC ownership page compare?

The chart compares Austin Wealth Management, LLC's quarterly DFIC 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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