DFLV β€” DIMENSIONAL ETF TRUST

Ownership history in ECLECTIC ASSOCIATES INC /ADV  Β·  7 quarters on record

AI Ownership Summary

ECLECTIC ASSOCIATES INC /ADV reported DIMENSIONAL ETF TRUST (DFLV) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 3.17% in 2026 Q1. The latest visible filing shows DFLV at 3.17% 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 DFLV 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
2026 Q1

DFLV was reported at 3.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.17% in 2026 Q1

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 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.

How ECLECTIC ASSOCIATES INC /ADV held DFLV β€” position size vs. price
% of Fund (quarterly)    DFLV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 669,753 +160,954 +31.6% 3.17% $23.9M 2026-04-08 $36.79
2025 Q4 ADDED 508,799 +129,479 +34.1% 2.71% $17.4M 2026-02-03 $36.28
2025 Q3 ADDED 379,320 +130,996 +52.8% 2.29% $12.5M 2025-10-09 $32.60
2025 Q2 ADDED 248,324 +106,879 +75.6% 1.67% $7.7M 2025-07-17 $30.96
2025 Q1 ADDED 141,445 +63,804 +82.2% 1.16% $4.3M 2025-04-10 $27.42
2024 Q4 ADDED 77,641 +47,179 +154.9% 0.69% $2.3M 2025-01-21 $30.86
2024 Q3 INITIATED 30,462 β€” β€” 0.37% $938K 2024-10-04 $30.18

FAQ About ECLECTIC ASSOCIATES INC /ADV and DFLV

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 DFLV?

ECLECTIC ASSOCIATES INC /ADV reported DFLV across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

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

The largest reported portfolio weight for DFLV was 3.17% in 2026 Q1.

What is the latest reported DFLV position on this page?

The most recent filing on this page is 2026 Q1, when ECLECTIC ASSOCIATES INC /ADV reported 669,753 shares, equal to 3.17% of portfolio, with an estimated market value of $23.9M.

What does the chart on this DFLV ownership page compare?

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