DFAE — DIMENSIONAL ETF TRUST

Ownership history in Chico Wealth RIA  ·  16 quarters on record

This page tracks every 13F SEC filing in which Chico Wealth RIA reported a position in DIMENSIONAL ETF TRUST (DFAE). 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
9.36% (2025 Q4)
Avg. % of fund
8.35%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 441,195 +35,075 +8.6% 9.36% $14.4M $32.57
2025 Q3 ADDED 406,120 +8,360 +2.1% 8.70% $12.8M $31.33
2025 Q2 REDUCED 397,760 -3,756 -0.9% 9.11% $11.5M $28.56
2025 Q1 ADDED 401,516 +13,643 +3.5% 9.02% $10.4M $25.33
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAE price (monthly, adj. close)

Other funds also holding DFAE

As of 2025 Q4 — sorted by position size

Aquire Wealth Advisors, LLC 3Y 9.16% Morling Financial Advisors, LLC 3Y 7.77% CPA Asset Management Group, LLC 3Y 7.67% RAM Investment Partners, LLC 7.59% Avondale Wealth Management 3Y 7Y 6.46% Great Point Wealth Advisors, LLC 3Y 7Y 6.4% Pioneer Wealth Management Group 6.05% Keyes, Stange & Wooten Wealth Management, LLC 6.01% Creative Capital Management Investments LLC 3Y 5.92% DEMMING FINANCIAL SERVICES CORP /ADV 5.78%
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