DFAS — DIMENSIONAL ETF TRUST

Ownership history in BWM Planning, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which BWM Planning, LLC reported a position in DIMENSIONAL ETF TRUST (DFAS). 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
4.14% (2024 Q3)
Avg. % of fund
2.65%
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 73,337 +73 +0.1% 1.37% $5.1M $69.67
2025 Q3 ADDED 73,264 +9,264 +14.5% 1.49% $5.0M $68.27
2025 Q2 REDUCED 64,000 -78,870 -55.2% 1.40% $4.1M $63.36
2025 Q1 ADDED 142,870 +5,262 +3.8% 3.61% $8.5M $59.26
2024 Q4 REDUCED 137,608 -6,192 -4.3% 3.90% $9.0M $64.41
2024 Q3 INITIATED 143,800 — — 4.14% $9.3M $64.02
% of Fund (quarterly)    DFAS price (monthly, adj. close)

Other funds also holding DFAS

As of 2025 Q4 — sorted by position size

Richard Young Associates, Ltd. 24.8% Index Fund Advisors, Inc. 3Y 19.11% DIXON FNANCIAL SERVICES, INC. 3Y 17.35% Heritage Wealth Management, Inc./Texas 3Y 12.91% SENTINEL WEALTH MANAGEMENT, INC. 12.78% Disciplined Equity Management, Inc. 3Y 12.64% ACORN CREEK CAPITAL LLC 10.64% Stordahl Capital Management, Inc. 3Y 7Y 10.35% TCI Wealth Advisors, Inc. 3Y 7Y 9.82% PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 8.73%
← Back to BWM Planning, LLC Holdings