DFEMX β€” DFA INVT DIMENSIONS GROUP IN

Ownership history in Diversified Trust Co  Β·  12 quarters on record

AI Ownership Summary

Diversified Trust Co reported DFA INVT DIMENSIONS GROUP IN (DFEMX) in 12 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.03% in 2023 Q3. The latest visible filing shows DFEMX at 0.00% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DFEMX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Diversified Trust Co's position in DFA INVT DIMENSIONS GROUP IN, 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
2025 Q4

DFEMX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2023 Q3

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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 Diversified Trust Co held DFEMX β€” position size vs. price
% of Fund (quarterly)    DFEMX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 5,858 β€” 0% 0.00% $218K 2026-02-14 (Est.) $41.43
2025 Q3 REDUCED 5,858 -13,849 -70.3% 0.00% $208K 2025-10-20 $36.34
2024 Q4 UNCHANGED 19,707 β€” 0% 0.01% $563K 2025-01-07 $27.90
2024 Q3 UNCHANGED 19,707 β€” 0% 0.02% $613K 2024-10-07 $30.47
2024 Q2 REDUCED 19,707 -9,747 -33.1% 0.02% $580K 2024-07-16 $28.94
2024 Q1 UNCHANGED 29,454 β€” 0% 0.03% $831K 2024-04-18 $26.04
2023 Q4 UNCHANGED 29,454 β€” 0% 0.03% $811K 2024-01-08 $25.52
2023 Q3 UNCHANGED 29,454 β€” 0% 0.03% $763K 2023-11-17 $24.79
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding DFEMX

As of 2025 Q4 β€” sorted by position size

Westside Investment Management, Inc. 3Y 7Y 0.0% Coston, McIsaac & Partners 3Y 0.0%

FAQ About Diversified Trust Co and DFEMX

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

How long has Diversified Trust Co reported owning DFEMX?

Diversified Trust Co reported DFEMX across 8 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported DFEMX position in Diversified Trust Co's portfolio?

The largest reported portfolio weight for DFEMX was 0.03% in 2023 Q3.

What is the latest reported DFEMX position on this page?

The most recent filing on this page is 2025 Q4, when Diversified Trust Co reported 5,858 shares, equal to 0.00% of portfolio, with an estimated market value of $218K.

What does the chart on this DFEMX ownership page compare?

The chart compares Diversified Trust Co's quarterly DFEMX 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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