Ownership history in Evanson Asset Management, LLC Β· 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 β sourced directly from SEC EDGAR 13F filings.
π Evanson Asset Management, LLC underperformed the S&P 500 by β4.2% annually on this DFEV position. Timing score: 64% (9/14 decisions correct). Average cost basis: $24.34. Maximum drawdown during holding period: β10.3%.
β οΈ Trailed SPY by 4.2% ann. on this position.
14 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
9 of 14 add/trim decisions correct
Best entry: $18.49 (2022 Q3) Β· Worst: $33.74 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
13 adds Β· 2 trims. Bought during 3 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size