DFAX — DIMENSIONAL ETF TRUST

Ownership history in DEMMING FINANCIAL SERVICES CORP /ADV  ·  1 quarter on record

This page tracks every 13F SEC filing in which DEMMING FINANCIAL SERVICES CORP /ADV reported a position in DIMENSIONAL ETF TRUST (DFAX). 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
31.13% (2025 Q4)
Avg. % of fund
31.13%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 1,265,222 — — 31.13% $41.4M $32.73
% of Fund (quarterly)    DFAX price (monthly, adj. close)

Other funds also holding DFAX

As of 2025 Q4 — sorted by position size

Geometric Wealth Advisors 3Y 30.94% Triune Financial Partners, LLC 29.37% Core Wealth Management, Inc. 3Y 24.46% Creative Capital Management Investments LLC 3Y 21.13% Financial Symmetry Inc 20.79% Warburton Capital Management, LLC 20.48% Trellis Wealth Advisors LLC 20.35% MONOGRAPH WEALTH ADVISORS, LLC 3Y 19.48% New Capital Management LP 3Y 7Y 19.34% Great Waters Wealth Management 3Y 17.45%
← Back to DEMMING FINANCIAL SERVICES CORP /ADV Holdings