DFIC — DIMENSIONAL ETF TRUST

Ownership history in EWG Elevate Inc.  ·  8 quarters on record

This page tracks every 13F SEC filing in which EWG Elevate Inc. reported a position in DIMENSIONAL ETF TRUST (DFIC). 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.

Peak position
0.22% (2024 Q3)
Avg. % of fund
0.17%
First filed
2023 Q3
Last filed
2025 Q2
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 REDUCED 11,419 -3,060 -21.1% 0.11% $355K $30.75
2025 Q1 REDUCED 14,479 -5,468 -27.4% 0.15% $402K $27.09
2024 Q4 ADDED 19,947 +102 +0.5% 0.16% $516K $25.14
2024 Q3 REDUCED 19,845 -155 -0.8% 0.22% $558K $27.15
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFIC price (monthly, adj. close)

Other funds also holding DFIC

As of 2025 Q4 — sorted by position size

Miramar Fiduciary Corp 3Y 55.56% CAPSTONE CAPITAL LLC 23.83% Syverson Strege & Co 3Y 16.86% Cannon Financial Strategists, Inc. 16.54% SwitchPoint Financial Planning, LLC 16.31% Kooman & Associates 3Y 16.25% Rachor Investment Advisory Services, LLC 15.45% Leading Edge Financial Planning LLC 3Y 14.52% BCU Wealth Advisors, LLC 14.29% Eaton-Cambridge Inc. 14.23%
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