DFAT — DIMENSIONAL ETF TRUST

Ownership history in Efficient Frontier Advisors LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Efficient Frontier Advisors LLC reported a position in DIMENSIONAL ETF TRUST (DFAT). 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
24.67% (2024 Q1)
Avg. % of fund
19.52%
First filed
2023 Q4
Last filed
2025 Q2
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 REDUCED 466,243 -33,834 -6.8% 15.97% $25.2M $53.49
2025 Q1 ADDED 500,077 +2,153 +0.4% 16.75% $25.7M $50.81
2024 Q4 REDUCED 497,924 -5,238 -1.0% 18.33% $27.7M $54.76
2024 Q3 ADDED 503,162 +4,478 +0.9% 18.12% $28.0M $54.53
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% of Fund (quarterly)    DFAT price (monthly, adj. close)

Other funds also holding DFAT

As of 2025 Q4 — sorted by position size

Richard Young Associates, Ltd. 25.75% GREAT OAK CAPITAL PARTNERS, LLC 21.04% BAYSHORE ASSET MANAGEMENT, LLC 3Y 20.43% Sensible Money, LLC 19.41% Index Fund Advisors, Inc. 3Y 18.0% Team Hewins, LLC 3Y 17.76% JACKSON THORNTON WEALTH MANAGEMENT, LLC 3Y 16.52% Parkwoods Wealth Partners, LLC 15.2% Disciplined Equity Management, Inc. 3Y 12.89% PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 12.86%
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