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 (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 1,083,707 | -11,628 | -1.1% | 3.48% | $64.5M | $59.54 |
| 2025 Q3 | REDUCED | 1,095,335 | -5,093 | -0.5% | 3.60% | $63.8M | $57.98 |
| 2025 Q2 | ADDED | 1,100,428 | +14,942 | +1.4% | 3.69% | $59.4M | $53.49 |
| 2025 Q1 | REDUCED | 1,085,486 | -21,886 | -2.0% | 3.96% | $55.9M | $50.81 |
| 2024 Q4 | REDUCED | 1,107,372 | -4,463 | -0.4% | 4.22% | $61.6M | $54.76 |
| 2024 Q3 | REDUCED | 1,111,835 | -18,924 | -1.7% | 4.36% | $61.9M | $54.53 |
| 2024 Q2 | REDUCED | 1,130,759 | -13,233 | -1.2% | 4.32% | $58.7M | $50.66 |
| 2024 Q1 | REDUCED | 1,143,992 | -15,778 | -1.4% | 4.64% | $62.3M | $52.94 |
| 2023 Q4 | ADDED | 1,159,770 | +1,105 | +0.1% | 4.93% | $60.7M | $50.80 |
| 2023 Q3 | ADDED | 1,158,665 | +8,203 | +0.7% | 4.88% | $52.9M | $44.18 |
As of 2025 Q4 — sorted by position size