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.
| 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 |
| 2024 Q4 | ADDED | 417,898 | +26,997 | +6.9% | 7.29% | $9.7M | $22.60 |
| 2024 Q3 | ADDED | 390,901 | +1,086 | +0.3% | 8.05% | $10.0M | $24.54 |
| 2024 Q2 | ADDED | 389,815 | +19,335 | +5.2% | 7.61% | $8.6M | $21.04 |
| 2024 Q1 | ADDED | 370,480 | +8,438 | +2.3% | 7.43% | $8.3M | $21.15 |
| 2023 Q4 | INITIATED | 362,042 | — | — | 7.86% | $8.2M | — |
As of 2025 Q4 — sorted by position size