Ownership history in EVOKE WEALTH, LLC · 20 quarters on record
This page tracks every 13F SEC filing in which EVOKE WEALTH, LLC reported a position in DIMENSIONAL ETF TRUST (DFAE). 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 | 2,019,725 | +156,291 | +8.4% | 1.23% | $65.8M | $32.57 |
| 2025 Q3 | ADDED | 1,863,434 | +99,007 | +5.6% | 1.19% | $58.8M | $31.33 |
| 2025 Q2 | ADDED | 1,764,427 | +165,808 | +10.4% | 1.17% | $51.1M | $28.56 |
| 2025 Q1 | ADDED | 1,598,619 | +262,260 | +19.6% | 1.08% | $41.4M | $25.33 |
| 2024 Q4 | ADDED | 1,336,359 | +31,015 | +2.4% | 0.94% | $33.9M | $24.77 |
| 2024 Q3 | ADDED | 1,305,344 | +97,928 | +8.1% | 0.97% | $35.8M | $26.61 |
| 2024 Q1 | REDUCED | 1,207,416 | -5,746 | -0.5% | 0.88% | $29.8M | $23.62 |
| 2023 Q4 | ADDED | 1,213,162 | +7,867 | +0.7% | 0.63% | $29.2M | $23.01 |
| 2023 Q3 | REDUCED | 1,205,295 | -7,246 | -0.6% | 0.96% | $27.2M | $21.45 |
| 2023 Q2 | ADDED | 1,212,541 | +21,936 | +1.8% | 0.99% | $28.4M | $22.03 |
As of 2025 Q4 — sorted by position size