DFIP DIMENSIONAL ETF TRUST

Ownership history in Five Oceans Advisors  ·  17 quarters on record

This page tracks every 13F SEC filing in which Five Oceans Advisors reported a position in DIMENSIONAL ETF TRUST (DFIP). 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
8.26% (2021 Q4)
Avg. % of fund
5.18%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 254,432 +115 +0.0% 3.74% $10.6M $41.56
2025 Q3 REDUCED 254,317 -601 -0.2% 3.95% $10.7M $41.62
2025 Q2 ADDED 254,918 +8,738 +3.5% 4.55% $10.7M $40.72
2025 Q1 REDUCED 246,180 -87,876 -26.3% 4.96% $10.4M $40.37
2024 Q4 ADDED 334,056 +130,693 +64.3% 6.20% $13.5M $38.64
2024 Q3 ADDED 203,363 +362 +0.2% 4.12% $8.6M $39.96
2024 Q2 REDUCED 203,001 -12,033 -5.6% 4.35% $8.3M $38.28
2024 Q1 ADDED 215,034 +1,208 +0.6% 4.56% $8.9M $37.96
2023 Q4 ADDED 213,826 +2,719 +1.3% 4.94% $8.8M $37.98
2023 Q3 REDUCED 211,107 -1,042 -0.5% 5.39% $8.4M $36.22
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFIP price (monthly, adj. close)
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