DFAC — DIMENSIONAL ETF TRUST

Ownership history in Beckerman Institutional, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Beckerman Institutional, LLC reported a position in DIMENSIONAL ETF TRUST (DFAC). 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
2.99% (2024 Q4)
Avg. % of fund
2.83%
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 128,329 +4,333 +3.5% 2.85% $5.1M $39.59
2025 Q3 ADDED 123,996 +5,007 +4.2% 2.82% $4.8M $38.48
2025 Q2 ADDED 118,989 +11,149 +10.3% 2.83% $4.3M $35.66
2025 Q1 REDUCED 107,840 -149 -0.1% 2.58% $3.6M $32.72
2024 Q4 ADDED 107,989 +7,185 +7.1% 2.99% $3.7M $34.23
2024 Q3 INITIATED 100,804 — — 2.91% $3.5M $33.84
% of Fund (quarterly)    DFAC price (monthly, adj. close)

Other funds also holding DFAC

As of 2025 Q4 — sorted by position size

Onyx Financial Advisors, LLC 3Y 60.88% CAPSTONE CAPITAL LLC 46.7% SJS Investment Consulting Inc. 3Y 45.64% Warburton Capital Management, LLC 45.47% BCU Wealth Advisors, LLC 44.02% Geometric Wealth Advisors 3Y 43.65% ANDREWS, LUCIA WEALTH MANAGEMENT LLC 3Y 43.51% Chico Wealth RIA 3Y 43.44% Monument Group Wealth Advisors, LLC 42.47% Shearwater Capital LLC 3Y 38.46%
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