Ownership history in Dynamic Advisor Solutions LLC · 18 quarters on record
This page tracks every 13F SEC filing in which Dynamic Advisor Solutions LLC reported a position in DIMENSIONAL ETF TRUST (DFAU). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 19,126 | -82 | -0.4% | 0.03% | $875K | $45.64 |
| 2025 Q2 | REDUCED | 19,208 | -3,692 | -16.1% | 0.03% | $814K | $42.14 |
| 2025 Q1 | REDUCED | 22,900 | -2,997 | -11.6% | 0.03% | $880K | $38.13 |
| 2024 Q4 | REDUCED | 25,897 | -363 | -1.4% | 0.05% | $1.0M | $40.08 |
| 2024 Q3 | REDUCED | 26,260 | -1,430 | -5.2% | 0.03% | $1.0M | $39.14 |
| 2024 Q2 | REDUCED | 27,690 | -5,326 | -16.1% | 0.03% | $1.0M | $36.87 |
| 2024 Q1 | ADDED | 33,016 | +7,711 | +30.5% | 0.04% | $1.2M | $35.83 |
| 2023 Q4 | ADDED | 25,305 | +9,215 | +57.3% | 0.03% | $826K | $32.54 |
| 2023 Q3 | ADDED | 16,090 | +3,440 | +27.2% | 0.02% | $482K | $29.19 |
| 2023 Q2 | ADDED | 12,650 | +1,896 | +17.6% | 0.02% | $392K | $30.10 |
As of 2025 Q4 — sorted by position size