DFIC DIMENSIONAL ETF TRUST

Ownership history in Dynamic Advisor Solutions LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which Dynamic Advisor Solutions LLC reported a position in DIMENSIONAL ETF TRUST (DFIC). 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
0.1% (2025 Q3)
Avg. % of fund
0.05%
First filed
2023 Q1
Last filed
2025 Q3
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 110,334 +16,516 +17.6% 0.10% $3.6M $32.56
2025 Q2 ADDED 93,818 +8,143 +9.5% 0.09% $2.9M $30.75
2025 Q1 ADDED 85,675 +21,841 +34.2% 0.08% $2.4M $27.09
2024 Q4 ADDED 63,834 +14,412 +29.2% 0.07% $1.6M $25.14
2024 Q3 ADDED 49,422 +5,256 +11.9% 0.04% $1.4M $27.15
2024 Q2 ADDED 44,166 +15,025 +51.6% 0.04% $1.2M $25.25
2024 Q1 ADDED 29,141 +7,480 +34.5% 0.03% $780K $25.33
2023 Q4 REDUCED 21,661 -2,125 -8.9% 0.02% $545K $24.15
2023 Q3 ADDED 23,786 +3,470 +17.1% 0.03% $555K $21.94
2023 Q2 ADDED 20,316 +10,594 +109.0% 0.03% $493K $22.64
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFIC price (monthly, adj. close)
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