DFAT — DIMENSIONAL ETF TRUST

Ownership history in BAYSHORE ASSET MANAGEMENT, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which BAYSHORE ASSET MANAGEMENT, LLC reported a position in DIMENSIONAL ETF TRUST (DFAT). 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
31.02% (2021 Q4)
Avg. % of fund
23.7%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 840,720 +1,904 +0.2% 20.43% $50.1M $59.54
2025 Q3 ADDED 838,816 +392 +0.0% 20.94% $48.8M $57.98
2025 Q2 ADDED 838,424 +862 +0.1% 20.68% $45.2M $53.49
2025 Q1 ADDED 837,562 +12,532 +1.5% 21.48% $43.1M $50.81
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAT price (monthly, adj. close)

Other funds also holding DFAT

As of 2025 Q4 — sorted by position size

Richard Young Associates, Ltd. 25.75% GREAT OAK CAPITAL PARTNERS, LLC 21.04% Sensible Money, LLC 19.41% Index Fund Advisors, Inc. 3Y 18.0% Team Hewins, LLC 3Y 17.76% JACKSON THORNTON WEALTH MANAGEMENT, LLC 3Y 16.52% Parkwoods Wealth Partners, LLC 15.2% Disciplined Equity Management, Inc. 3Y 12.89% PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 12.86% Meritas Wealth Management, LLC 11.75%
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