DFAC — DIMENSIONAL ETF TRUST

Ownership history in Catalyst Capital Advisors LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which Catalyst Capital Advisors 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
2.39% (2012 Q1)
Avg. % of fund
2.32%
First filed
2012 Q1
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 2,939,529 — 0% 2.39% $116.4M $39.59
2025 Q3 REDUCED 2,939,529 -216,571 -6.9% 2.29% $113.4M $38.48
2025 Q2 REDUCED 3,156,100 -166,114 -5.0% 2.28% $113.1M $35.66
2025 Q1 ADDED 3,322,214 +182,548 +5.8% 2.24% $109.6M $32.72
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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