DEMMING FINANCIAL SERVICES CORP /ADV DFNM β€” DIMENSIONAL ETF TRUST

Ownership history in DEMMING FINANCIAL SERVICES CORP /ADV  Β·  2 quarters on record

AI Ownership Summary

DEMMING FINANCIAL SERVICES CORP /ADV reported DIMENSIONAL ETF TRUST (DFNM) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 1.06% in 2026 Q1. The latest visible filing shows DFNM at 1.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFNM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DEMMING FINANCIAL SERVICES CORP /ADV's position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DFNM was reported at 1.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.06% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How DEMMING FINANCIAL SERVICES CORP /ADV held DFNM β€” position size vs. price
% of Fund (quarterly)    DFNM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 30,473 +2,358 +8.4% 1.06% $1.5M 2026-04-17 $48.30
2025 Q4 INITIATED β€” β€” β€” 28,115 β€” β€” 1.02% $1.4M 2026-03-13 $48.15

FAQ About DEMMING FINANCIAL SERVICES CORP /ADV and DFNM

These are the practical questions this page is built to answer before you even open the full history table.

How long has DEMMING FINANCIAL SERVICES CORP /ADV reported owning DFNM?

DEMMING FINANCIAL SERVICES CORP /ADV reported DFNM across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported DFNM position in DEMMING FINANCIAL SERVICES CORP /ADV's portfolio?

The largest reported portfolio weight for DFNM was 1.06% in 2026 Q1.

What is the latest reported DFNM position on this page?

The most recent filing on this page is 2026 Q1, when DEMMING FINANCIAL SERVICES CORP /ADV reported 30,473 shares, equal to 1.06% of portfolio, with an estimated market value of $1.5M.

What does the chart on this DFNM ownership page compare?

The chart compares DEMMING FINANCIAL SERVICES CORP /ADV's quarterly DFNM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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