DFAI — 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 (DFAI). 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
5.84% (2025 Q4)
Avg. % of fund
4.75%
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 273,063 +24,541 +9.9% 5.84% $10.4M $38.11
2025 Q3 ADDED 248,522 +33,054 +15.3% 5.32% $9.0M $36.11
2025 Q2 ADDED 215,468 +28,987 +15.5% 4.95% $7.4M $34.21
2025 Q1 ADDED 186,481 +16,562 +9.7% 4.22% $5.8M $30.50
2024 Q4 ADDED 169,919 +13,781 +8.8% 3.97% $5.0M $28.43
2024 Q3 INITIATED 156,138 — — 4.18% $5.0M $30.71
% of Fund (quarterly)    DFAI price (monthly, adj. close)

Other funds also holding DFAI

As of 2025 Q4 — sorted by position size

SYM FINANCIAL Corp 3Y 7Y 25.87% Chico Wealth RIA 3Y 24.14% Monument Group Wealth Advisors, LLC 16.61% Moisand Fitzgerald Tamayo, LLC 3Y 7Y 15.61% Pioneer Wealth Management Group 15.27% Kure Advisory, LLC 15.19% Keyes, Stange & Wooten Wealth Management, LLC 13.13% Valued Wealth Advisors LLC 12.9% RAM Investment Partners, LLC 12.8% Marquette Asset Management, LLC 3Y 7Y 12.41%
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