DFAT β€” DIMENSIONAL ETF TRUST

Ownership history in ECLECTIC ASSOCIATES INC /ADV  Β·  6 quarters on record

AI Ownership Summary

ECLECTIC ASSOCIATES INC /ADV reported DIMENSIONAL ETF TRUST (DFAT) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 2.7% in 2025 Q4. The latest visible filing shows DFAT at 2.70% 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 DFAT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ECLECTIC ASSOCIATES INC /ADV'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

DFAT was reported at 2.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.7% 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
2024 Q3 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 ECLECTIC ASSOCIATES INC /ADV held DFAT β€” position size vs. price
% of Fund (quarterly)    DFAT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 290,535 +89,599 +44.6% 2.70% $17.3M 2026-02-14 (Est.) $66.06
2025 Q3 ADDED 200,936 +68,017 +51.2% 2.15% $11.7M 2025-10-09 $57.20
2025 Q2 ADDED 132,919 +62,142 +87.8% 1.56% $7.2M 2025-07-17 $54.95
2025 Q1 ADDED 70,777 +37,477 +112.5% 0.98% $3.6M 2025-04-10 $45.54
2024 Q4 ADDED 33,300 +21,820 +190.1% 0.55% $1.9M 2025-01-21 $56.97
2024 Q3 INITIATED 11,480 β€” β€” 0.25% $639K 2024-10-04 $53.94

FAQ About ECLECTIC ASSOCIATES INC /ADV and DFAT

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

How long has ECLECTIC ASSOCIATES INC /ADV reported owning DFAT?

ECLECTIC ASSOCIATES INC /ADV reported DFAT across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported DFAT position in ECLECTIC ASSOCIATES INC /ADV's portfolio?

The largest reported portfolio weight for DFAT was 2.70% in 2025 Q4.

What is the latest reported DFAT position on this page?

The most recent filing on this page is 2025 Q4, when ECLECTIC ASSOCIATES INC /ADV reported 290,535 shares, equal to 2.70% of portfolio, with an estimated market value of $17.3M.

What does the chart on this DFAT ownership page compare?

The chart compares ECLECTIC ASSOCIATES INC /ADV's quarterly DFAT 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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