DFEM — DIMENSIONAL ETF TRUST

Ownership history in DecisionPoint Financial, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which DecisionPoint Financial, LLC reported a position in DIMENSIONAL ETF TRUST (DFEM). 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
3.13% (2025 Q4)
Avg. % of fund
2.02%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 429,703 +43,702 +11.3% 3.13% $14.2M $33.08
2025 Q3 ADDED 386,001 +35,832 +10.2% 2.91% $12.5M $31.87
2025 Q2 ADDED 350,169 +4,099 +1.2% 2.66% $10.4M $29.26
2025 Q1 ADDED 346,070 +64,604 +23.0% 2.66% $9.2M $25.86
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFEM price (monthly, adj. close)

Other funds also holding DFEM

As of 2025 Q4 — sorted by position size

Miramar Fiduciary Corp 3Y 25.18% EnRich Financial Partners LLC 11.56% CAPSTONE CAPITAL LLC 11.37% Kooman & Associates 3Y 9.89% Your Advocates Ltd., LLP 3Y 9.37% GREAT OAK CAPITAL PARTNERS, LLC 9.25% Seaside Wealth Management, Inc. 3Y 9.04% Cravens & Co Advisors, LLC 3Y 8.67% Sensible Money, LLC 7.65% Forum Financial Management, LP 3Y 7.57%
← Back to DecisionPoint Financial, LLC Holdings