DFAC 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 (DFAC). 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
32.63% (2025 Q4)
Avg. % of fund
29.11%
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 3,745,838 +204,800 +5.8% 32.63% $148.3M $39.59
2025 Q3 ADDED 3,541,038 +178,623 +5.3% 31.92% $136.9M $38.48
2025 Q2 ADDED 3,362,415 +168,254 +5.3% 30.95% $121.2M $35.66
2025 Q1 ADDED 3,194,161 +195,363 +6.5% 30.57% $105.4M $32.72
2024 Q4 ADDED 2,998,798 +139,038 +4.9% 31.69% $103.7M $34.23
2024 Q3 ADDED 2,859,760 +127,839 +4.7% 31.04% $98.1M $33.84
2024 Q2 ADDED 2,731,921 +379,448 +16.1% 30.53% $91.1M $31.72
2024 Q1 ADDED 2,352,473 +217,572 +10.2% 28.87% $72.5M $31.35
2023 Q4 ADDED 2,134,901 +212,981 +11.1% 26.76% $62.4M $28.62
2023 Q3 ADDED 1,921,920 +639,460 +49.9% 26.33% $50.4M $25.56
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% of Fund (quarterly)    DFAC price (monthly, adj. close)
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