DFIC DIMENSIONAL ETF TRUST

Ownership history in Cravens & Co Advisors, LLC  ·  13 quarters on record

AI Ownership Summary

Cravens & Co Advisors, LLC reported DIMENSIONAL ETF TRUST (DFIC) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 7.56% in 2025 Q4. The latest visible filing shows DFIC at 7.56% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DFIC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cravens & Co Advisors, 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
2025 Q4

DFIC was reported at 7.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.56% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 Cravens & Co Advisors, LLC held DFIC — position size vs. price
% of Fund (quarterly)    DFIC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 325,690 +10,262 +3.3% 7.56% $11.5M 2026-02-14 (Est.) $37.76
2025 Q3 ADDED 315,428 +3,175 +1.0% 7.06% $10.3M 2025-10-29 $32.78
2025 Q2 ADDED 312,253 +1,101 +0.4% 7.24% $9.7M 2025-08-12 $31.60
2025 Q1 ADDED 311,152 +1,777 +0.6% 6.71% $8.6M 2025-05-14 $28.62
2024 Q4 ADDED 309,375 +9,564 +3.2% 6.09% $8.0M 2025-02-13 $26.83
2024 Q3 ADDED 299,811 +15,354 +5.4% 6.51% $8.4M 2024-11-13 $25.28
2024 Q2 ADDED 284,457 +19,970 +7.6% 5.55% $7.5M 2024-08-01 $25.35
2024 Q1 ADDED 264,487 +9,796 +3.8% 5.88% $7.1M 2024-04-02 $25.08
2023 Q4 ADDED 254,691 +13,021 +5.4% 5.61% $6.5M 2024-02-09 $23.77
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Cravens & Co Advisors, LLC and DFIC

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

How long has Cravens & Co Advisors, LLC reported owning DFIC?

Cravens & Co Advisors, LLC reported DFIC across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DFIC position in Cravens & Co Advisors, LLC's portfolio?

The largest reported portfolio weight for DFIC was 7.56% in 2025 Q4.

What is the latest reported DFIC position on this page?

The most recent filing on this page is 2025 Q4, when Cravens & Co Advisors, LLC reported 325,690 shares, equal to 7.56% of portfolio, with an estimated market value of $11.5M.

What does the chart on this DFIC ownership page compare?

The chart compares Cravens & Co Advisors, LLC's quarterly DFIC 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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