DFAS — DIMENSIONAL ETF TRUST

Ownership history in FINANCIAL CONSULATE, INC  ·  4 quarters on record

This page tracks every 13F SEC filing in which FINANCIAL CONSULATE, INC reported a position in DIMENSIONAL ETF TRUST (DFAS). 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
5.35% (2025 Q1)
Avg. % of fund
4.61%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 424,499 +7,576 +1.8% 4.04% $29.6M $69.67
2025 Q3 ADDED 416,923 +19,257 +4.8% 4.03% $28.5M $68.27
2025 Q2 ADDED 397,666 +43,017 +12.1% 5.00% $25.3M $63.36
2025 Q1 INITIATED 354,649 — — 5.35% $21.2M $59.26
% of Fund (quarterly)    DFAS price (monthly, adj. close)

Other funds also holding DFAS

As of 2025 Q4 — sorted by position size

Richard Young Associates, Ltd. 24.8% Index Fund Advisors, Inc. 3Y 19.11% DIXON FNANCIAL SERVICES, INC. 3Y 17.35% Heritage Wealth Management, Inc./Texas 3Y 12.91% SENTINEL WEALTH MANAGEMENT, INC. 12.78% Disciplined Equity Management, Inc. 3Y 12.64% ACORN CREEK CAPITAL LLC 10.64% Stordahl Capital Management, Inc. 3Y 7Y 10.35% TCI Wealth Advisors, Inc. 3Y 7Y 9.82% PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 8.73%
← Back to FINANCIAL CONSULATE, INC Holdings