DFAC — DIMENSIONAL ETF TRUST

Ownership history in Focus Partners Wealth  ·  9 quarters on record

This page tracks every 13F SEC filing in which Focus Partners Wealth reported a position in DIMENSIONAL ETF TRUST (DFAC). 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
4.23% (2024 Q3)
Avg. % of fund
2.14%
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 42,704,909 +180,988 +0.4% 1.93% $1.69B $39.59
2025 Q3 ADDED 42,523,921 +1,553,996 +3.8% 2.65% $1.64B $38.48
2025 Q2 ADDED 40,969,925 +653,375 +1.6% 3.18% $1.47B $35.66
2025 Q1 ADDED 40,316,550 +2,458,453 +6.5% 3.33% $1.33B $32.72
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAC price (monthly, adj. close)

Other funds also holding DFAC

As of 2025 Q4 — sorted by position size

Onyx Financial Advisors, LLC 3Y 60.88% CAPSTONE CAPITAL LLC 46.7% SJS Investment Consulting Inc. 3Y 45.64% Warburton Capital Management, LLC 45.47% BCU Wealth Advisors, LLC 44.02% Geometric Wealth Advisors 3Y 43.65% ANDREWS, LUCIA WEALTH MANAGEMENT LLC 3Y 43.51% Chico Wealth RIA 3Y 43.44% Monument Group Wealth Advisors, LLC 42.47% Shearwater Capital LLC 3Y 38.46%
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