DFAT — DIMENSIONAL ETF TRUST

Ownership history in FinDec Wealth Services, Inc.  ·  13 quarters on record

This page tracks every 13F SEC filing in which FinDec Wealth Services, Inc. reported a position in DIMENSIONAL ETF TRUST (DFAT). 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
4.63% (2023 Q3)
Avg. % of fund
2.93%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 5,177 -88 -1.7% 0.33% $308K $59.54
2025 Q3 REDUCED 5,265 -1,298 -19.8% 0.32% $306K $57.98
2025 Q2 REDUCED 6,563 -7,170 -52.2% 0.37% $354K $53.49
2025 Q1 REDUCED 13,733 -84,981 -86.1% 0.70% $707K $50.81
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAT price (monthly, adj. close)

Other funds also holding DFAT

As of 2025 Q4 — sorted by position size

Richard Young Associates, Ltd. 25.75% GREAT OAK CAPITAL PARTNERS, LLC 21.04% BAYSHORE ASSET MANAGEMENT, LLC 3Y 20.43% Sensible Money, LLC 19.41% Index Fund Advisors, Inc. 3Y 18.0% Team Hewins, LLC 3Y 17.76% JACKSON THORNTON WEALTH MANAGEMENT, LLC 3Y 16.52% Parkwoods Wealth Partners, LLC 15.2% Disciplined Equity Management, Inc. 3Y 12.89% PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 12.86%
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