DFAR — DIMENSIONAL ETF TRUST

Ownership history in AWM CAPITAL, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which AWM CAPITAL, LLC reported a position in DIMENSIONAL ETF TRUST (DFAR). 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
0.53% (2025 Q4)
Avg. % of fund
0.38%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 254,990 +10,639 +4.4% 0.53% $5.8M $22.90
2025 Q3 ADDED 244,351 +33,308 +15.8% 0.53% $5.8M $23.46
2025 Q2 ADDED 211,043 +112,274 +113.7% 0.52% $5.0M $22.94
2025 Q1 REDUCED 98,769 -7,245 -6.8% 0.27% $2.3M $23.11
2024 Q4 ADDED 106,014 +64,645 +156.3% 0.30% $2.5M $22.60
2024 Q3 INITIATED 41,369 — — 0.13% $1.1M $24.54
% of Fund (quarterly)    DFAR price (monthly, adj. close)

Other funds also holding DFAR

As of 2025 Q4 — sorted by position size

Elwood & Goetz Wealth Advisory Group, LLC 3Y 7Y 9.57% Fidato Wealth LLC 3Y 7.66% GREAT OAK CAPITAL PARTNERS, LLC 5.79% RAM Investment Partners, LLC 5.61% Vannoy Advisory Group, Inc. 4.04% Rather & Kittrell, Inc. 3Y 3.72% Onyx Financial Advisors, LLC 3Y 3.63% Moisand Fitzgerald Tamayo, LLC 3Y 7Y 3.51% Core Wealth Management, Inc. 3Y 3.41% Oceanside Advisors LLC 3.08%
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