Ownership history in Evanson Asset Management, LLC · 15 quarters on record
This page tracks every 13F SEC filing in which Evanson Asset Management, LLC reported a position in DIMENSIONAL ETF TRUST (DFEV). 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 | 551,175 | +19,201 | +3.6% | 1.00% | $18.6M | $33.74 |
| 2025 Q3 | ADDED | 531,974 | +55,129 | +11.6% | 0.96% | $17.0M | $31.70 |
| 2025 Q2 | ADDED | 476,845 | +18,599 | +4.1% | 0.89% | $14.3M | $29.45 |
| 2025 Q1 | REDUCED | 458,246 | -8,753 | -1.9% | 0.88% | $12.4M | $26.33 |
| 2024 Q4 | ADDED | 466,999 | +30,097 | +6.9% | 0.84% | $12.2M | $25.46 |
| 2024 Q3 | ADDED | 436,902 | +28,880 | +7.1% | 0.88% | $12.4M | $27.41 |
| 2024 Q2 | ADDED | 408,022 | +30,436 | +8.1% | 0.83% | $11.2M | $26.12 |
| 2024 Q1 | ADDED | 377,586 | +41,304 | +12.3% | 0.73% | $9.8M | $24.48 |
| 2023 Q4 | ADDED | 336,282 | +52,903 | +18.7% | 0.69% | $8.5M | $23.73 |
| 2023 Q3 | ADDED | 283,379 | +52,933 | +23.0% | 0.62% | $6.7M | $22.16 |
As of 2025 Q4 — sorted by position size