DFEM DIMENSIONAL ETF TRUST

Ownership history in Flagstone Financial Management  ·  12 quarters on record

This page tracks every 13F SEC filing in which Flagstone Financial Management reported a position in DIMENSIONAL ETF TRUST (DFEM). 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
4.55% (2024 Q3)
Avg. % of fund
3.7%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 492,792 -11,356 -2.3% 4.18% $16.3M $33.08
2025 Q3 REDUCED 504,148 -4,492 -0.9% 4.27% $16.2M $31.87
2025 Q2 REDUCED 508,640 -12,922 -2.5% 4.33% $15.1M $29.26
2025 Q1 ADDED 521,562 +17,791 +3.5% 4.45% $13.8M $25.86
2024 Q4 ADDED 503,771 +21,816 +4.5% 4.38% $13.2M $25.54
2024 Q3 ADDED 481,955 +35,779 +8.0% 4.55% $13.6M $27.27
2024 Q2 ADDED 446,176 +49,926 +12.6% 4.44% $11.9M $25.65
2024 Q1 ADDED 396,250 +86,473 +27.9% 3.90% $10.1M $24.29
2023 Q4 ADDED 309,777 +26,711 +9.4% 3.17% $7.7M $23.75
2023 Q3 ADDED 283,066 +54,410 +23.8% 3.02% $6.6M $22.07
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFEM price (monthly, adj. close)
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