DFAC — DIMENSIONAL ETF TRUST

Ownership history in Efficient Advisors, LLC  ·  23 quarters on record

This page tracks every 13F SEC filing in which Efficient Advisors, LLC reported a position in DIMENSIONAL ETF TRUST (DFAC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.48% (2025 Q3)
Avg. % of fund
2.49%
First filed
2011 Q4
Last filed
2025 Q4
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,326,179 -275,273 -17.2% 3.06% $52.5M $39.59
2025 Q3 ADDED 1,601,452 +36,639 +2.3% 3.48% $61.8M $38.48
2025 Q2 ADDED 1,564,813 +134,183 +9.4% 3.34% $56.1M $35.66
2025 Q1 ADDED 1,430,630 +18,628 +1.3% 2.86% $47.2M $32.72
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAC price (monthly, adj. close)

Other funds also holding DFAC

As of 2025 Q4 — sorted by position size

Onyx Financial Advisors, LLC 3Y 60.88% CAPSTONE CAPITAL LLC 46.7% SJS Investment Consulting Inc. 3Y 45.64% Warburton Capital Management, LLC 45.47% BCU Wealth Advisors, LLC 44.02% Geometric Wealth Advisors 3Y 43.65% ANDREWS, LUCIA WEALTH MANAGEMENT LLC 3Y 43.51% Chico Wealth RIA 3Y 43.44% Monument Group Wealth Advisors, LLC 42.47% Shearwater Capital LLC 3Y 38.46%
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