FIDUCIARY FINANCIAL GROUP, LLC DEXC — DIMENSIONAL ETF TRUST

Ownership history in FIDUCIARY FINANCIAL GROUP, LLC  ·  5 quarters on record

AI Ownership Summary

FIDUCIARY FINANCIAL GROUP, LLC reported DIMENSIONAL ETF TRUST (DEXC) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.1% in 2026 Q2. The latest visible filing shows DEXC at 0.10% 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 DEXC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FIDUCIARY FINANCIAL GROUP, LLC's position in DIMENSIONAL ETF TRUST, 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
2026 Q2

DEXC was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2026 Q2

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

Time in book
Holding Window
2025 Q2 to 2026 Q2

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.

DEXC stock page FIDUCIARY FINANCIAL GROUP, LLC fund profile FIDUCIARY FINANCIAL GROUP, LLC full holdings
How FIDUCIARY FINANCIAL GROUP, LLC held DEXC — position size vs. price
% of Fund (quarterly)    DEXC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 10,515 -266 -2.5% 0.10% $869K 2026-07-10 $79.89
2026 Q1 ADDED — — — 10,781 +4,304 +66.5% 0.09% $699K 2026-04-13 $70.08
2025 Q4 ADDED — — — 6,477 +786 +13.8% 0.06% $392K 2026-01-12 $62.70
2025 Q3 UNCHANGED — — — 5,691 — 0% 0.05% $322K 2025-10-10 $55.27
2025 Q2 INITIATED — — — 5,691 — — 0.06% $311K 2025-07-03 $54.37

🏢 Other funds also holding DEXC

As of 2026 Q2 — sorted by position size

Mills Wealth Advisors LLC 1.45% Strategic Investment Solutions, Inc. /IL 3Y 1.21% Keudell/Morrison Wealth Management 3Y 0.79% McGrath & Associates, Inc. 0.5% Bulwark Capital Corp 0.41% Financial Symmetry Inc 0.13% QRG CAPITAL MANAGEMENT, INC. 0.03% CX Institutional 3Y 7Y 0.02% Farther Finance Advisors, LLC 0.01%

FAQ About FIDUCIARY FINANCIAL GROUP, LLC and DEXC

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

How long has FIDUCIARY FINANCIAL GROUP, LLC reported owning DEXC?

FIDUCIARY FINANCIAL GROUP, LLC reported DEXC across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported DEXC position in FIDUCIARY FINANCIAL GROUP, LLC's portfolio?

The largest reported portfolio weight for DEXC was 0.10% in 2026 Q2.

What is the latest reported DEXC position on this page?

The most recent filing on this page is 2026 Q2, when FIDUCIARY FINANCIAL GROUP, LLC reported 10,515 shares, equal to 0.10% of portfolio, with an estimated market value of $869K.

What does the chart on this DEXC ownership page compare?

The chart compares FIDUCIARY FINANCIAL GROUP, LLC's quarterly DEXC 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.

How well did FIDUCIARY FINANCIAL GROUP, LLC time their DEXC position?

Based on 13F filing dates vs. subsequent DEXC price moves, FIDUCIARY FINANCIAL GROUP, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on DEXC relative to SPY over the holding period was +20.0%.

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