DFIS — DIMENSIONAL ETF TRUST

Ownership history in Efficient Advisors, LLC  ·  19 quarters on record

This page tracks every 13F SEC filing in which Efficient Advisors, LLC reported a position in DIMENSIONAL ETF TRUST (DFIS). 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
1.79% (2025 Q3)
Avg. % of fund
1.57%
First filed
2011 Q4
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 840,773 -163,271 -16.3% 1.62% $27.7M $32.94
2025 Q3 ADDED 1,004,044 +15,197 +1.5% 1.79% $31.8M $31.48
2025 Q2 REDUCED 988,847 -38,847 -3.8% 1.76% $29.5M $29.60
2025 Q1 REDUCED 1,027,694 -11,749 -1.1% 1.61% $26.6M $25.24
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFIS price (monthly, adj. close)

Other funds also holding DFIS

As of 2025 Q4 — sorted by position size

Matson Money. Inc. 3Y 7Y 12.64% Ballentine Capital Advisors, Inc 6.87% Shore Point Advisors, LLC 3Y 4.8% Total Wealth Planning, LLC 3Y 7Y 4.39% Brand Asset Management Group, Inc. 3Y 7Y 3.89% Wescott Financial Advisory Group, LLC 3Y 3.72% Discipline Wealth Solutions, LLC 3.61% Disciplined Investments, LLC 3Y 3.14% Tillman Hartley LLC 3Y 2.74% AIRE ADVISORS, LLC 3Y 2.73%
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