Ownership history in Evanson Asset Management, LLC · 19 quarters on record
This page tracks every 13F SEC filing in which Evanson Asset Management, LLC 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 1,162,402 | +15,473 | +1.3% | 4.37% | $81.0M | $69.67 |
| 2025 Q3 | ADDED | 1,146,929 | +67,131 | +6.2% | 4.43% | $78.5M | $68.27 |
| 2025 Q2 | ADDED | 1,079,798 | +3,969 | +0.4% | 4.28% | $68.8M | $63.36 |
| 2025 Q1 | ADDED | 1,075,829 | +11,287 | +1.1% | 4.55% | $64.3M | $59.26 |
| 2024 Q4 | ADDED | 1,064,542 | +58,435 | +5.8% | 4.74% | $69.3M | $64.41 |
| 2024 Q3 | ADDED | 1,006,107 | +50,936 | +5.3% | 4.60% | $65.3M | $64.02 |
| 2024 Q2 | ADDED | 955,171 | +39,474 | +4.3% | 4.22% | $57.4M | $59.15 |
| 2024 Q1 | ADDED | 915,697 | +23,520 | +2.6% | 4.25% | $57.1M | $61.21 |
| 2023 Q4 | ADDED | 892,177 | +42,448 | +5.0% | 4.32% | $53.2M | $58.44 |
| 2023 Q3 | ADDED | 849,729 | +25,383 | +3.1% | 4.11% | $44.6M | $51.30 |
As of 2025 Q4 — sorted by position size