Eaton-Cambridge Inc. DFSD — DIMENSIONAL ETF TRUST

Ownership history in Eaton-Cambridge Inc.  ·  5 quarters on record

AI Ownership Summary

Eaton-Cambridge Inc. reported DIMENSIONAL ETF TRUST (DFSD) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.45% in 2025 Q3. The latest visible filing shows DFSD at 0.19% 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 DFSD 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
2026 Q1

DFSD was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.45% in 2025 Q3

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

Time in book
Holding Window
2025 Q1 to 2026 Q1

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.

DFSD stock page Eaton-Cambridge Inc. fund profile Eaton-Cambridge Inc. full holdings
How Eaton-Cambridge Inc. held DFSD — position size vs. price
% of Fund (quarterly)    DFSD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 12,724 — 0% 0.19% $609K 2026-05-07 $47.93
2025 Q4 REDUCED 52.2% +0.1% ❌ 12,724 -13,889 -52.2% 0.20% $610K 2026-02-13 $48.08
2025 Q3 ADDED — — — 26,613 +20,782 +356.4% 0.45% $1.3M 2025-11-13 $47.34
2025 Q2 UNCHANGED — — — 5,831 — 0% 0.11% $280K 2025-08-14 $46.79
2025 Q1 INITIATED — — — 5,831 — — 0.12% $277K 2025-05-13 $45.70

🏢 Other funds also holding DFSD

As of 2026 Q1 — sorted by position size

Rachor Investment Advisory Services, LLC 36.55% Signature Resources Capital Management, LLC 17.54% Wolfstich Capital, LLC 17.11% CURIO WEALTH, LLC 15.68% Sterling Wealth Advisors Inc 13.75% Planning Center, Inc. 3Y 13.62% Ruedi Wealth Management, Inc. 3Y 13.53% SageOak Financial, LLC 13.5% Cornerstone Wealth Partners, LLC 12.4% Pacific Asset Management, LLC 11.2%

FAQ About Eaton-Cambridge Inc. and DFSD

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 DFSD?

Eaton-Cambridge Inc. reported DFSD across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

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

The largest reported portfolio weight for DFSD was 0.45% in 2025 Q3.

What is the latest reported DFSD position on this page?

The most recent filing on this page is 2026 Q1, when Eaton-Cambridge Inc. reported 12,724 shares, equal to 0.19% of portfolio, with an estimated market value of $609K.

What does the chart on this DFSD ownership page compare?

The chart compares Eaton-Cambridge Inc.'s quarterly DFSD 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 DFSD position?

Based on 13F filing dates vs. subsequent DFSD price moves, Eaton-Cambridge Inc. correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on DFSD relative to SPY over the holding period was +12.9%.

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