Flagstone Financial Management DFSI — DIMENSIONAL ETF TRUST

Ownership history in Flagstone Financial Management  ·  6 quarters on record

AI Ownership Summary

Flagstone Financial Management reported DIMENSIONAL ETF TRUST (DFSI) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.21% in 2025 Q4. The latest visible filing shows DFSI at 0.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFSI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Flagstone Financial Management's position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DFSI was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DFSI stock page Flagstone Financial Management fund profile Flagstone Financial Management full holdings
How Flagstone Financial Management held DFSI — position size vs. price
% of Fund (quarterly)    DFSI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 19,131 -16 -0.1% 0.20% $811K 2026-04-27 $44.49
2025 Q4 ADDED — — — 19,147 +1,482 +8.4% 0.21% $820K 2026-02-09 $45.94
2025 Q3 ADDED — — — 17,665 +4,592 +35.1% 0.19% $723K 2025-10-31 $40.80
2025 Q2 ADDED — — — 13,073 +3,019 +30.0% 0.15% $515K 2025-07-29 $38.90
2025 Q1 ADDED — — — 10,054 +105 +1.1% 0.11% $351K 2025-04-21 $34.20
2024 Q4 INITIATED — — — 9,949 — — 0.11% $327K 2025-01-24 $33.33

🏢 Other funds also holding DFSI

As of 2026 Q1 — sorted by position size

Citrine Capital LLC 7.17% Five Oceans Advisors 3Y 6.2% Quantum Financial Advisors, LLC 3Y 4.0% Allodium Investment Consultants, LLC 3.94% Donalies Financial Planning, LLC 3.69% QUARRY HILL ADVISORS, LLC 3Y 2.28% Abacus Wealth Partners, LLC 2.27% Laurel Wealth Planning LLC 3Y 2.12% New Capital Management LP 3Y 7Y 1.88% MASECO LLP 1.31%

FAQ About Flagstone Financial Management and DFSI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Flagstone Financial Management reported owning DFSI?

Flagstone Financial Management reported DFSI across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported DFSI position in Flagstone Financial Management's portfolio?

The largest reported portfolio weight for DFSI was 0.21% in 2025 Q4.

What is the latest reported DFSI position on this page?

The most recent filing on this page is 2026 Q1, when Flagstone Financial Management reported 19,131 shares, equal to 0.20% of portfolio, with an estimated market value of $811K.

What does the chart on this DFSI ownership page compare?

The chart compares Flagstone Financial Management's quarterly DFSI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Flagstone Financial Management time their DFSI position?

Based on 13F filing dates vs. subsequent DFSI price moves, Flagstone Financial Management correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on DFSI relative to SPY over the holding period was +9.3%.

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