DFIS DIMENSIONAL ETF TRUST

Ownership history in First Pacific Financial  ·  9 quarters on record

This page tracks every 13F SEC filing in which First Pacific Financial reported a position in DIMENSIONAL ETF TRUST (DFIS). 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
0.87% (2025 Q4)
Avg. % of fund
0.62%
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 202,913 +17,746 +9.6% 0.87% $6.7M $32.94
2025 Q3 ADDED 185,167 +13,088 +7.6% 0.81% $5.9M $31.48
2025 Q2 ADDED 172,079 +14,662 +9.3% 0.76% $5.1M $29.60
2025 Q1 ADDED 157,417 +29,927 +23.5% 0.83% $4.1M $25.24
2024 Q4 ADDED 127,490 +32,773 +34.6% 0.73% $3.1M $23.96
2024 Q3 ADDED 94,717 +16,757 +21.5% 0.59% $2.5M $26.01
2024 Q2 ADDED 77,960 +23,288 +42.6% 0.49% $1.9M $23.80
2024 Q1 ADDED 54,672 +42,633 +354.1% 0.38% $1.4M $23.95
2023 Q4 INITIATED 12,039 0.09% $291K
% of Fund (quarterly)    DFIS price (monthly, adj. close)
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