DFAS DIMENSIONAL ETF TRUST

Ownership history in DIXON FNANCIAL SERVICES, INC.  ·  17 quarters on record

This page tracks every 13F SEC filing in which DIXON FNANCIAL SERVICES, INC. reported a position in DIMENSIONAL ETF TRUST (DFAS). 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
27.02% (2021 Q4)
Avg. % of fund
21.06%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 561,605 -1,852 -0.3% 17.35% $39.1M $69.67
2025 Q3 REDUCED 563,457 -10,281 -1.8% 17.57% $38.6M $68.27
2025 Q2 REDUCED 573,738 -1,043 -0.2% 18.46% $36.6M $63.36
2025 Q1 REDUCED 574,781 -3,413 -0.6% 18.56% $34.3M $59.26
2024 Q4 REDUCED 578,194 -6,283 -1.1% 20.43% $37.6M $64.41
2024 Q3 REDUCED 584,477 -3,093 -0.5% 20.13% $37.9M $64.02
2024 Q2 REDUCED 587,570 -2,865 -0.5% 19.79% $35.3M $59.15
2024 Q1 REDUCED 590,435 -4,933 -0.8% 20.38% $36.8M $61.21
2023 Q4 REDUCED 595,368 -2,678 -0.4% 21.84% $35.5M $58.44
2023 Q3 REDUCED 598,046 -6,874 -1.1% 21.19% $31.4M $51.30
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAS price (monthly, adj. close)
← Back to DIXON FNANCIAL SERVICES, INC. Holdings