DFAT — DIMENSIONAL ETF TRUST

Ownership history in Focus Partners Wealth  ·  6 quarters on record

This page tracks every 13F SEC filing in which Focus Partners Wealth reported a position in DIMENSIONAL ETF TRUST (DFAT). 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
2.17% (2024 Q3)
Avg. % of fund
1.54%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 13,284,203 +40,703 +0.3% 0.90% $790.9M $59.54
2025 Q3 ADDED 13,243,500 +485,231 +3.8% 1.24% $770.9M $57.98
2025 Q2 REDUCED 12,758,269 -226,746 -1.7% 1.49% $688.4M $53.49
2025 Q1 ADDED 12,985,015 +797,094 +6.5% 1.68% $668.6M $50.81
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAT price (monthly, adj. close)

Other funds also holding DFAT

As of 2025 Q4 — sorted by position size

Richard Young Associates, Ltd. 25.75% GREAT OAK CAPITAL PARTNERS, LLC 21.04% BAYSHORE ASSET MANAGEMENT, LLC 3Y 20.43% Sensible Money, LLC 19.41% Index Fund Advisors, Inc. 3Y 18.0% Team Hewins, LLC 3Y 17.76% JACKSON THORNTON WEALTH MANAGEMENT, LLC 3Y 16.52% Parkwoods Wealth Partners, LLC 15.2% Disciplined Equity Management, Inc. 3Y 12.89% PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 12.86%
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