DFIC 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 (DFIC). 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
10.53% (2025 Q4)
Avg. % of fund
6.13%
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 1,389,047 +136,869 +10.9% 10.53% $47.9M $34.46
2025 Q3 ADDED 1,252,178 +136,567 +12.2% 9.62% $41.2M $32.56
2025 Q2 ADDED 1,115,611 +33,887 +3.1% 8.85% $34.7M $30.75
2025 Q1 ADDED 1,081,724 +133,841 +14.1% 8.72% $30.0M $27.09
2024 Q4 ADDED 947,883 +178,207 +23.2% 7.49% $24.5M $25.14
2024 Q3 ADDED 769,676 +93,009 +13.7% 6.86% $21.7M $27.15
2024 Q2 ADDED 676,667 +255,259 +60.6% 6.16% $18.4M $25.25
2024 Q1 ADDED 421,408 +136,065 +47.7% 4.40% $11.1M $25.33
2023 Q4 ADDED 285,343 +146,491 +105.5% 3.12% $7.3M $24.15
2023 Q3 ADDED 138,852 +137,888 +14303.7% 1.70% $3.2M $21.94
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% of Fund (quarterly)    DFIC price (monthly, adj. close)
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