DFAT — DIMENSIONAL ETF TRUST

Ownership history in Cook Wealth, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Cook Wealth, LLC reported a position in DIMENSIONAL ETF TRUST (DFAT). 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
6.86% (2024 Q2)
Avg. % of fund
6.08%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 222,309 — 0% 5.32% $11.0M $59.54
2025 Q2 UNCHANGED 222,309 — 0% 5.32% $11.0M $53.49
2025 Q1 REDUCED 222,309 -3,683 -1.6% 5.32% $11.0M $50.81
2024 Q4 ADDED 225,992 +5,814 +2.6% 6.12% $13.1M $54.76
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAT price (monthly, adj. close)

Other funds also holding DFAT

As of 2025 Q4 — sorted by position size

Richard Young Associates, Ltd. 25.75% GREAT OAK CAPITAL PARTNERS, LLC 21.04% BAYSHORE ASSET MANAGEMENT, LLC 3Y 20.43% Sensible Money, LLC 19.41% Index Fund Advisors, Inc. 3Y 18.0% Team Hewins, LLC 3Y 17.76% JACKSON THORNTON WEALTH MANAGEMENT, LLC 3Y 16.52% Parkwoods Wealth Partners, LLC 15.2% Disciplined Equity Management, Inc. 3Y 12.89% PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 12.86%
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