DFAR — DIMENSIONAL ETF TRUST

Ownership history in DecisionPoint Financial, LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which DecisionPoint Financial, LLC reported a position in DIMENSIONAL ETF TRUST (DFAR). 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
1.46% (2025 Q2)
Avg. % of fund
1.31%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 187,371 -55,305 -22.8% 0.94% $4.3M $22.90
2025 Q3 REDUCED 242,676 -269 -0.1% 1.35% $5.8M $23.46
2025 Q2 ADDED 242,945 +51,174 +26.7% 1.46% $5.7M $22.94
2025 Q1 ADDED 191,771 +2,922 +1.5% 1.32% $4.6M $23.11
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAR price (monthly, adj. close)

Other funds also holding DFAR

As of 2025 Q4 — sorted by position size

Elwood & Goetz Wealth Advisory Group, LLC 3Y 7Y 9.57% Fidato Wealth LLC 3Y 7.66% GREAT OAK CAPITAL PARTNERS, LLC 5.79% RAM Investment Partners, LLC 5.61% Vannoy Advisory Group, Inc. 4.04% Rather & Kittrell, Inc. 3Y 3.72% Onyx Financial Advisors, LLC 3Y 3.63% Moisand Fitzgerald Tamayo, LLC 3Y 7Y 3.51% Core Wealth Management, Inc. 3Y 3.41% Oceanside Advisors LLC 3.08%
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