DFNM — DIMENSIONAL ETF TRUST

Ownership history in Dynamic Advisor Solutions LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which Dynamic Advisor Solutions LLC reported a position in DIMENSIONAL ETF TRUST (DFNM). 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
0.03% (2022 Q4)
Avg. % of fund
0.02%
First filed
2022 Q2
Last filed
2025 Q3
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 9,333 -700 -7.0% 0.01% $448K $47.40
2025 Q2 REDUCED 10,033 -1,920 -16.1% 0.01% $476K $46.51
2025 Q1 ADDED 11,953 +11 +0.1% 0.02% $569K $46.31
2024 Q4 ADDED 11,942 +301 +2.6% 0.02% $570K $46.24
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% of Fund (quarterly)    DFNM price (monthly, adj. close)

Other funds also holding DFNM

As of 2025 Q4 — sorted by position size

Waterford Advisors, LLC 3Y 9.31% Yardley Wealth Management LLC 7.75% Rather & Kittrell, Inc. 3Y 6.49% Mattern Wealth Management LLC 3Y 4.92% RAM Investment Partners, LLC 4.44% DOPKINS WEALTH MANAGEMENT, LLC 3Y 4.32% Wheelhouse Advisory Group LLC 4.16% SENTINEL WEALTH MANAGEMENT, INC. 4.11% Symmetry Partners, LLC 3Y 7Y 3.78% Austin Wealth Management, LLC 3.72%
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