DFIC DIMENSIONAL ETF TRUST

Ownership history in AWM CAPITAL, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which AWM 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
11.77% (2025 Q2)
Avg. % of fund
10.47%
First filed
2022 Q3
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 3,522,998 -20,811 -0.6% 11.02% $121.4M $34.46
2025 Q3 REDUCED 3,543,809 -53,821 -1.5% 10.56% $116.2M $32.56
2025 Q2 ADDED 3,597,630 +630,027 +21.2% 11.77% $111.9M $30.75
2025 Q1 ADDED 2,967,603 +51,971 +1.8% 9.62% $82.4M $27.09
2024 Q4 REDUCED 2,915,632 -4,222 -0.1% 9.22% $75.4M $25.14
2024 Q3 ADDED 2,919,854 +278,538 +10.5% 9.92% $82.2M $27.15
2024 Q2 ADDED 2,641,316 +146,098 +5.9% 10.55% $69.4M $25.25
2024 Q1 ADDED 2,495,218 +36,496 +1.5% 11.13% $66.7M $25.33
2023 Q4 ADDED 2,458,722 +480,026 +24.3% 11.48% $62.8M $24.15
2023 Q3 ADDED 1,978,696 +224,532 +12.8% 9.40% $46.2M $21.94
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFIC price (monthly, adj. close)
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