DFAS — DIMENSIONAL ETF TRUST

Ownership history in ENZI WEALTH · 14 quarters on record

This page tracks every 13F SEC filing in which ENZI WEALTH reported a position in DIMENSIONAL ETF TRUST (DFAS). 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

4.0% (2023 Q4)

Avg. % of fund

3.06%

First filed

2022 Q3

Last filed

2025 Q4

Quarters held

14

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	47,996	-114,447	-70.5%	1.25%	$3.5M	$69.67
2025 Q3	ADDED	162,443	+1,205	+0.7%	3.86%	$11.0M	$68.27
2025 Q2	ADDED	161,238	+573	+0.4%	3.86%	$10.5M	$63.36
2025 Q1	ADDED	160,665	+7,944	+5.2%	3.76%	$9.3M	$59.26

% of Fund (quarterly) DFAS price (monthly, adj. close)

Other funds also holding DFAS

As of 2025 Q4 — sorted by position size

Richard Young Associates, Ltd. 24.8% Index Fund Advisors, Inc. 3Y 19.11% DIXON FNANCIAL SERVICES, INC. 3Y 17.35% Heritage Wealth Management, Inc./Texas 3Y 12.91% SENTINEL WEALTH MANAGEMENT, INC. 12.78% Disciplined Equity Management, Inc. 3Y 12.64% ACORN CREEK CAPITAL LLC 10.64% Stordahl Capital Management, Inc. 3Y 7Y 10.35% TCI Wealth Advisors, Inc. 3Y 7Y 9.82% PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 8.73%

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