Ownership history in Brown Financial Advisory · 12 quarters on record
This page tracks every 13F SEC filing in which Brown Financial Advisory 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 119,825 | -25,692 | -17.7% | 1.39% | $2.7M | $22.90 |
| 2025 Q3 | REDUCED | 145,517 | -20,851 | -12.5% | 1.82% | $3.5M | $23.46 |
| 2025 Q2 | REDUCED | 166,368 | -301,257 | -64.4% | 2.15% | $3.9M | $22.94 |
| 2025 Q1 | REDUCED | 467,625 | -75,570 | -13.9% | 6.94% | $11.1M | $23.11 |
| 2024 Q4 | REDUCED | 543,195 | -32,384 | -5.6% | 8.98% | $12.6M | $22.60 |
| 2024 Q3 | REDUCED | 575,579 | -16,412 | -2.8% | 10.44% | $14.8M | $24.54 |
| 2024 Q2 | REDUCED | 591,991 | -55,304 | -8.5% | 10.06% | $13.1M | $21.04 |
| 2024 Q1 | REDUCED | 647,295 | -27,705 | -4.1% | 11.25% | $14.5M | $21.15 |
| 2023 Q4 | ADDED | 675,000 | +22,368 | +3.4% | 12.50% | $15.3M | $21.48 |
| 2023 Q3 | ADDED | 652,632 | +32,753 | +5.3% | 11.29% | $12.7M | $18.21 |
As of 2025 Q4 — sorted by position size