Ownership history in EVOKE WEALTH, LLC Β· 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 β sourced directly from SEC EDGAR 13F filings.
π EVOKE WEALTH, LLC underperformed the S&P 500 by β7.8% annually on this DFAE position. Timing score: 53% (10/19 decisions correct). Average cost basis: $25.76. Maximum drawdown during holding period: β29.9%.
β Significantly underperformed the S&P 500 by 7.8% ann.
19 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
10 of 19 add/trim decisions correct
Best entry: $18.56 (2022 Q3) Β· Worst: $32.57 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
17 adds Β· 3 trims. Bought during 5 of 6 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π EVOKE WEALTH, LLC has been actively increasing its DFAE allocation β a bullish signal from insiders.
Currently 1.23% 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