DFAS — DIMENSIONAL ETF TRUST

Ownership history in G2 CAPITAL MANAGEMENT, LLC / OH  ·  17 quarters on record

AI Ownership Summary

G2 CAPITAL MANAGEMENT, LLC / OH reported DIMENSIONAL ETF TRUST (DFAS) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.82% in 2025 Q4. The latest visible filing shows DFAS at 3.82% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DFAS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was G2 CAPITAL MANAGEMENT, LLC / OH'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
2025 Q4

DFAS was reported at 3.82% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.82% 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
2023 Q4 to 2025 Q4

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.

DFAS stock page G2 CAPITAL MANAGEMENT, LLC / OH fund profile G2 CAPITAL MANAGEMENT, LLC / OH full holdings
How G2 CAPITAL MANAGEMENT, LLC / OH held DFAS — position size vs. price
% of Fund (quarterly)    DFAS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 227,558 +8,592 +3.9% 3.82% $15.9M 2026-02-14 (Est.) $75.49
2025 Q3 ADDED 218,966 +9,978 +4.8% 3.78% $15.0M 2025-11-06 $66.73
2025 Q2 ADDED 208,988 +12,987 +6.6% 3.74% $13.3M 2025-07-25 $65.48
2025 Q1 ADDED 196,001 +12,091 +6.6% 3.55% $11.7M 2025-04-23 $55.99
2024 Q4 ADDED 183,910 +1,814 +1.0% 3.53% $12.0M 2025-02-07 $65.94
2024 Q3 ADDED 182,096 +3,951 +2.2% 3.48% $11.8M 2024-11-04 $63.49
2024 Q2 ADDED 178,145 +3,787 +2.2% 3.33% $10.7M 2024-08-12 $58.96
2024 Q1 ADDED 174,358 +1,833 +1.1% 3.50% $10.9M 2024-05-10 $60.08
2023 Q4 ADDED 172,525 +630 +0.4% 3.50% $10.3M 2024-01-29 $58.02
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DFAS

As of 2026 Q1 — sorted by position size

DIXON FNANCIAL SERVICES, INC. 3Y 17.8% Stordahl Capital Management, Inc. 3Y 7Y 10.43% Allodium Investment Consultants, LLC 9.46% BANNERMAN WEALTH MANAGEMENT GROUP, LLC 9.07% Mendota Financial Group, LLC 3Y 8.8% Great Waters Wealth Management 3Y 8.25% Moisand Fitzgerald Tamayo, LLC 3Y 7Y 7.42% DiNuzzo Private Wealth, Inc. 5.64% DEMMING FINANCIAL SERVICES CORP /ADV 5.64% Parkwoods Wealth Partners, LLC 5.04%

FAQ About G2 CAPITAL MANAGEMENT, LLC / OH and DFAS

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

How long has G2 CAPITAL MANAGEMENT, LLC / OH reported owning DFAS?

G2 CAPITAL MANAGEMENT, LLC / OH reported DFAS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DFAS position in G2 CAPITAL MANAGEMENT, LLC / OH's portfolio?

The largest reported portfolio weight for DFAS was 3.82% in 2025 Q4.

What is the latest reported DFAS position on this page?

The most recent filing on this page is 2025 Q4, when G2 CAPITAL MANAGEMENT, LLC / OH reported 227,558 shares, equal to 3.82% of portfolio, with an estimated market value of $15.9M.

What does the chart on this DFAS ownership page compare?

The chart compares G2 CAPITAL MANAGEMENT, LLC / OH's quarterly DFAS 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.

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