DFAR — DIMENSIONAL ETF TRUST

Ownership history in Fidato Wealth LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Fidato Wealth LLC reported a position in DIMENSIONAL ETF TRUST (DFAR). 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
8.05% (2024 Q3)
Avg. % of fund
7.68%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 523,417 +32,758 +6.7% 7.66% $12.0M $22.90
2025 Q3 ADDED 490,659 +29,615 +6.4% 7.69% $11.7M $23.46
2025 Q2 ADDED 461,044 +31,635 +7.4% 7.73% $10.8M $22.94
2025 Q1 ADDED 429,409 +11,511 +2.8% 7.81% $10.2M $23.11
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% of Fund (quarterly)    DFAR price (monthly, adj. close)

Other funds also holding DFAR

As of 2025 Q4 — sorted by position size

Elwood & Goetz Wealth Advisory Group, LLC 3Y 7Y 9.57% GREAT OAK CAPITAL PARTNERS, LLC 5.79% RAM Investment Partners, LLC 5.61% Vannoy Advisory Group, Inc. 4.04% Rather & Kittrell, Inc. 3Y 3.72% Onyx Financial Advisors, LLC 3Y 3.63% Moisand Fitzgerald Tamayo, LLC 3Y 7Y 3.51% Core Wealth Management, Inc. 3Y 3.41% Oceanside Advisors LLC 3.08% PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 2.96%
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