Ownership history in EVOKE WEALTH, LLC · 21 quarters on record
This page tracks every 13F SEC filing in which EVOKE WEALTH, LLC reported a position in DIMENSIONAL ETF TRUST (DFAI). 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 | 2,681,334 | +308,301 | +13.0% | 1.91% | $102.2M | $38.11 |
| 2025 Q3 | ADDED | 2,373,033 | +100,519 | +4.4% | 1.75% | $86.3M | $36.11 |
| 2025 Q2 | ADDED | 2,272,514 | +257,385 | +12.8% | 1.80% | $78.6M | $34.21 |
| 2025 Q1 | ADDED | 2,015,129 | +172,322 | +9.4% | 1.64% | $62.9M | $30.50 |
| 2024 Q4 | ADDED | 1,842,807 | +67,287 | +3.8% | 1.50% | $53.8M | $28.43 |
| 2024 Q3 | ADDED | 1,775,520 | +1,738,380 | +4680.6% | 1.53% | $56.4M | $30.71 |
| 2024 Q2 | REDUCED | 37,140 | -1,529,512 | -97.6% | 1.30% | $1.1M | $28.55 |
| 2024 Q1 | ADDED | 1,566,652 | +40,425 | +2.6% | 1.40% | $47.3M | $28.70 |
| 2023 Q4 | ADDED | 1,526,227 | +40,172 | +2.7% | 0.94% | $43.7M | $27.16 |
| 2023 Q3 | ADDED | 1,486,055 | +81,582 | +5.8% | 1.37% | $38.8M | $24.61 |
As of 2025 Q4 — sorted by position size