Ownership history in Evanson Asset Management, LLC · 14 quarters on record
This page tracks every 13F SEC filing in which Evanson Asset Management, LLC reported a position in DIMENSIONAL ETF TRUST (DFEM). 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 | 579,153 | +16,355 | +2.9% | 1.03% | $19.2M | $33.08 |
| 2025 Q3 | ADDED | 562,798 | +34,441 | +6.5% | 1.02% | $18.0M | $31.87 |
| 2025 Q2 | ADDED | 528,357 | +10,813 | +2.1% | 0.97% | $15.7M | $29.26 |
| 2025 Q1 | ADDED | 517,544 | +46,943 | +10.0% | 0.97% | $13.7M | $25.86 |
| 2024 Q4 | ADDED | 470,601 | +37,190 | +8.6% | 0.84% | $12.3M | $25.54 |
| 2024 Q3 | ADDED | 433,411 | +5,776 | +1.4% | 0.86% | $12.2M | $27.27 |
| 2024 Q2 | ADDED | 427,635 | +42,777 | +11.1% | 0.84% | $11.4M | $25.65 |
| 2024 Q1 | ADDED | 384,858 | +22,494 | +6.2% | 0.73% | $9.8M | $24.29 |
| 2023 Q4 | ADDED | 362,364 | +48,211 | +15.3% | 0.73% | $9.0M | $23.75 |
| 2023 Q3 | ADDED | 314,153 | +36,767 | +13.3% | 0.67% | $7.3M | $22.07 |
As of 2025 Q4 — sorted by position size