DFNM β€” DIMENSIONAL ETF TRUST

Ownership history in Citrine Capital LLC  Β·  6 quarters on record

AI Ownership Summary

Citrine Capital LLC reported DIMENSIONAL ETF TRUST (DFNM) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 4.01% in 2026 Q1. The latest visible filing shows DFNM at 4.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFNM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Citrine Capital LLC's position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DFNM was reported at 4.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Citrine Capital LLC held DFNM β€” position size vs. price
% of Fund (quarterly)    DFNM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 192,884 +26,346 +15.8% 4.01% $9.2M 2026-04-22 $48.31
2025 Q4 ADDED 166,538 +24,148 +17.0% 3.72% $8.0M 2026-01-20 $48.05
2025 Q3 ADDED 142,390 +35,705 +33.5% 3.16% $6.8M 2025-10-22 $47.58
2025 Q2 REDUCED 106,685 -78 -0.1% 2.69% $5.1M 2025-07-18 $46.14
2025 Q1 ADDED 106,763 +55,092 +106.6% 3.18% $5.1M 2025-04-23 $45.63
2024 Q4 INITIATED 51,671 β€” β€” 1.82% $2.5M 2025-01-27 $46.20

FAQ About Citrine Capital LLC and DFNM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Citrine Capital LLC reported owning DFNM?

Citrine Capital LLC reported DFNM across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported DFNM position in Citrine Capital LLC's portfolio?

The largest reported portfolio weight for DFNM was 4.01% in 2026 Q1.

What is the latest reported DFNM position on this page?

The most recent filing on this page is 2026 Q1, when Citrine Capital LLC reported 192,884 shares, equal to 4.01% of portfolio, with an estimated market value of $9.2M.

What does the chart on this DFNM ownership page compare?

The chart compares Citrine Capital LLC's quarterly DFNM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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