DFAC — DIMENSIONAL ETF TRUST

Ownership history in Geometric Wealth Advisors  ·  16 quarters on record

This page tracks every 13F SEC filing in which Geometric Wealth Advisors 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
51.59% (2022 Q3)
Avg. % of fund
47.44%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 8,570,969 +66,382 +0.8% 43.65% $339.3M $39.59
2025 Q3 ADDED 8,504,587 +467,629 +5.8% 43.71% $328.0M $38.48
2025 Q2 ADDED 8,036,958 +272,734 +3.5% 43.03% $288.0M $35.66
2025 Q1 ADDED 7,764,224 +265,453 +3.5% 43.77% $256.1M $32.72
12 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% 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% GRAND WEALTH MANAGEMENT, LLC 3Y 37.44%
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