DFEV β€” DIMENSIONAL ETF TR EMERGING MK

Ownership history in Family CFO Inc  Β·  9 quarters on record

AI Ownership Summary

Family CFO Inc reported DIMENSIONAL ETF TR EMERGING MK (DFEV) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.26% in 2025 Q4. The latest visible filing shows DFEV at 0.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFEV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Family CFO Inc's position in DIMENSIONAL ETF TR EMERGING MK, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DFEV was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Family CFO Inc held DFEV β€” position size vs. price
% of Fund (quarterly)    DFEV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 17,336 β€” 0% 0.26% $585K 2026-02-14 (Est.) $37.79
2025 Q3 ADDED 17,336 +1,923 +12.5% 0.25% $553K 2025-10-28 $33.28
2025 Q2 ADDED 15,413 +12,383 +408.7% 0.23% $462K 2025-07-21 $30.16
2025 Q1 UNCHANGED 3,030 β€” 0% 0.04% $82K 2025-04-24 $26.01
2024 Q4 ADDED 3,030 +513 +20.4% 0.04% $79K 2025-01-30 $25.83
2024 Q3 UNCHANGED 2,517 β€” 0% 0.04% $72K 2024-10-17 $26.88
2024 Q2 UNCHANGED 2,517 β€” 0% 0.04% $69K 2024-07-24 $25.69
2024 Q1 ADDED 2,517 +806 +47.1% 0.04% $65K 2024-04-17 $24.02
2023 Q4 INITIATED 1,711 β€” β€” 0.03% $43K 2024-01-31 $23.08

FAQ About Family CFO Inc and DFEV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Family CFO Inc reported owning DFEV?

Family CFO Inc reported DFEV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DFEV position in Family CFO Inc's portfolio?

The largest reported portfolio weight for DFEV was 0.26% in 2025 Q4.

What is the latest reported DFEV position on this page?

The most recent filing on this page is 2025 Q4, when Family CFO Inc reported 17,336 shares, equal to 0.26% of portfolio, with an estimated market value of $585K.

What does the chart on this DFEV ownership page compare?

The chart compares Family CFO Inc's quarterly DFEV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Family CFO Inc Holdings