DFEM β€” DIMENSIONAL ETF TRUST

Ownership history in Eaton-Cambridge Inc.  Β·  9 quarters on record

AI Ownership Summary

Eaton-Cambridge Inc. reported DIMENSIONAL ETF TRUST (DFEM) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 7.06% in 2025 Q4. The latest visible filing shows DFEM at 7.06% 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.

What this DFEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Eaton-Cambridge Inc.'s position in DIMENSIONAL ETF TRUST, 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

DFEM was reported at 7.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.06% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 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 Eaton-Cambridge Inc. held DFEM β€” position size vs. price
% of Fund (quarterly)    DFEM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 650,541 +18,590 +2.9% 7.06% $21.5M 2026-02-14 (Est.) $36.79
2025 Q3 ADDED 631,951 +11,061 +1.8% 7.05% $20.3M 2025-11-13 $32.78
2025 Q2 ADDED 620,890 +56,235 +10.0% 6.95% $18.4M 2025-08-14 $30.22
2025 Q1 ADDED 564,655 +27,368 +5.1% 6.42% $14.9M 2025-05-13 $27.29
2024 Q4 ADDED 537,287 +55,369 +11.5% 6.28% $14.1M 2025-01-22 $25.58
2024 Q3 ADDED 481,918 +18,664 +4.0% 6.43% $13.6M 2024-10-21 $26.82
2024 Q2 ADDED 463,254 +18,561 +4.2% 6.34% $12.4M 2024-07-17 $26.12
2024 Q1 ADDED 444,693 +81,751 +22.5% 6.04% $11.3M 2024-05-15 $25.66
2023 Q4 INITIATED 362,942 β€” β€” 5.48% $9.1M 2024-02-13 $23.10

FAQ About Eaton-Cambridge Inc. and DFEM

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

How long has Eaton-Cambridge Inc. reported owning DFEM?

Eaton-Cambridge Inc. reported DFEM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DFEM position in Eaton-Cambridge Inc.'s portfolio?

The largest reported portfolio weight for DFEM was 7.06% in 2025 Q4.

What is the latest reported DFEM position on this page?

The most recent filing on this page is 2025 Q4, when Eaton-Cambridge Inc. reported 650,541 shares, equal to 7.06% of portfolio, with an estimated market value of $21.5M.

What does the chart on this DFEM ownership page compare?

The chart compares Eaton-Cambridge Inc.'s quarterly DFEM 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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