Eaton-Cambridge Inc. DFIC — DIMENSIONAL ETF TRUST

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

AI Ownership Summary

Eaton-Cambridge Inc. reported DIMENSIONAL ETF TRUST (DFIC) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 14.3% in 2025 Q2. The latest visible filing shows DFIC at 14.23% 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 DFIC 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

DFIC was reported at 14.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
14.3% in 2025 Q2

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.

DFIC stock page Eaton-Cambridge Inc. fund profile Eaton-Cambridge Inc. full holdings
How Eaton-Cambridge Inc. held DFIC — position size vs. price
% of Fund (quarterly)    DFIC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 1,258,671 +37,336 +3.1% 14.23% $43.4M 2026-02-14 (Est.) $37.76
2025 Q3 ADDED — — — 1,221,335 +2,761 +0.2% 13.93% $40.0M 2025-11-13 $33.13
2025 Q2 ADDED — — — 1,218,574 +87,965 +7.8% 14.30% $37.9M 2025-08-14 $31.68
2025 Q1 ADDED — — — 1,130,609 +73,346 +6.9% 13.49% $31.4M 2025-05-13 $28.74
2024 Q4 ADDED — — — 1,057,263 +111,047 +11.7% 12.19% $27.3M 2025-01-22 $25.73
2024 Q3 ADDED — — — 946,216 +26,882 +2.9% 12.63% $26.6M 2024-10-21 $26.30
2024 Q2 ADDED — — — 919,334 +31,459 +3.5% 12.37% $24.2M 2024-07-17 $26.13
2024 Q1 ADDED — — — 887,875 +105,285 +13.5% 12.65% $23.8M 2024-05-15 $25.94
2023 Q4 INITIATED — — — 782,590 — — 12.09% $20.0M 2024-02-13 $23.46

🏢 Other funds also holding DFIC

As of 2026 Q1 — sorted by position size

CAPSTONE CAPITAL LLC 24.12% Aspen Capital Management, LLC 20.02% Tencap Wealth Coaching, LLC 19.56% Tassel Capital Management, Inc. 18.72% Verisail Partners, LLC 18.18% Kooman & Associates 3Y 16.64% BCU Wealth Advisors, LLC 14.21% Vannoy Advisory Group, Inc. 13.91% Henrickson Nauta Wealth Advisors, Inc. 3Y 13.37% Evensky & Katz LLC 3Y 7Y 12.24%

FAQ About Eaton-Cambridge Inc. and DFIC

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 DFIC?

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

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

The largest reported portfolio weight for DFIC was 14.30% in 2025 Q2.

What is the latest reported DFIC position on this page?

The most recent filing on this page is 2025 Q4, when Eaton-Cambridge Inc. reported 1,258,671 shares, equal to 14.23% of portfolio, with an estimated market value of $43.4M.

What does the chart on this DFIC ownership page compare?

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

How well did Eaton-Cambridge Inc. time their DFIC position?

Based on 13F filing dates vs. subsequent DFIC price moves, Eaton-Cambridge Inc. correctly timed 7 out of 8 reported position changes (88%). The annualised alpha on DFIC relative to SPY over the holding period was +7.1%.

← Back to Eaton-Cambridge Inc. Holdings