DFCF 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 (DFCF). 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
8.76% (2023 Q2)
Avg. % of fund
7.15%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 621,440 +19,146 +3.2% 5.82% $26.4M $42.44
2025 Q3 ADDED 602,294 +12,401 +2.1% 6.02% $25.8M $42.01
2025 Q2 ADDED 589,893 +7,340 +1.3% 6.37% $24.9M $41.06
2025 Q1 ADDED 582,553 +39,244 +7.2% 7.11% $24.5M $40.38
2024 Q4 ADDED 543,309 +34,823 +6.8% 6.85% $22.4M $39.34
2024 Q3 ADDED 508,486 +16,971 +3.5% 6.95% $22.0M $40.48
2024 Q2 ADDED 491,515 +24,579 +5.3% 6.97% $20.8M $38.54
2024 Q1 ADDED 466,936 +35,143 +8.1% 7.60% $19.1M $38.47
2023 Q4 ADDED 431,793 +36,885 +9.3% 7.85% $18.3M $38.62
2023 Q3 ADDED 394,908 +47,807 +13.8% 8.33% $15.9M $36.13
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% of Fund (quarterly)    DFCF price (monthly, adj. close)
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