DFIC β€” DIMENSIONAL ETF TRUST

Ownership history in Gemmer Asset Management LLC  Β·  14 quarters on record

AI Ownership Summary

Gemmer Asset Management LLC reported DIMENSIONAL ETF TRUST (DFIC) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.45% in 2023 Q4. The latest visible filing shows DFIC at 1.27% 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 DFIC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gemmer Asset Management LLC'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

DFIC was reported at 1.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.45% in 2023 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.

How Gemmer Asset Management LLC held DFIC β€” position size vs. price
% of Fund (quarterly)    DFIC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 476,867 +40,870 +9.4% 1.27% $16.4M 2026-02-14 (Est.) $37.76
2025 Q3 ADDED 435,997 +15,469 +3.7% 1.15% $14.3M 2025-10-15 $32.55
2025 Q2 ADDED 420,528 +29,362 +7.5% 1.16% $13.1M 2025-07-22 $30.90
2025 Q1 REDUCED 391,166 -10,892 -2.7% 1.08% $10.9M 2025-04-14 $26.63
2024 Q4 REDUCED 402,058 -24,712 -5.8% 1.02% $10.4M 2025-01-16 $25.24
2024 Q3 REDUCED 426,770 -16,971 -3.8% 1.20% $12.0M 2024-10-24 $26.01
2024 Q2 ADDED 443,741 +10,235 +2.4% 1.25% $11.7M 2024-07-16 $26.20
2024 Q1 REDUCED 433,506 -28,367 -6.1% 1.35% $11.6M 2024-04-24 $24.73
2023 Q4 REDUCED 461,873 -9,782 -2.1% 1.45% $11.8M 2024-01-17 $23.24
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Gemmer Asset Management LLC and DFIC

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

How long has Gemmer Asset Management LLC reported owning DFIC?

Gemmer Asset Management LLC reported DFIC across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DFIC position in Gemmer Asset Management LLC's portfolio?

The largest reported portfolio weight for DFIC was 1.45% in 2023 Q4.

What is the latest reported DFIC position on this page?

The most recent filing on this page is 2025 Q4, when Gemmer Asset Management LLC reported 476,867 shares, equal to 1.27% of portfolio, with an estimated market value of $16.4M.

What does the chart on this DFIC ownership page compare?

The chart compares Gemmer Asset Management LLC's quarterly DFIC 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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