DFIC — DIMENSIONAL ETF TRUST

Ownership history in Geometric Wealth Advisors  ·  15 quarters on record

This page tracks every 13F SEC filing in which Geometric Wealth Advisors reported a position in DIMENSIONAL ETF TRUST (DFIC). 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
3.13% (2022 Q2)
Avg. % of fund
0.41%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 33,948 — 0% 0.15% $1.2M $34.46
2025 Q3 UNCHANGED 33,948 — 0% 0.15% $1.1M $32.56
2025 Q2 UNCHANGED 33,948 — 0% 0.16% $1.1M $30.75
2025 Q1 UNCHANGED 33,948 — 0% 0.16% $943K $27.09
2024 Q4 UNCHANGED 33,948 — 0% 0.16% $877K $25.14
2024 Q3 UNCHANGED 33,948 — 0% 0.18% $955K $27.15
2024 Q2 UNCHANGED 33,948 — 0% 0.18% $892K $25.25
2024 Q1 UNCHANGED 33,948 — 0% 0.21% $908K $25.33
2023 Q4 UNCHANGED 33,948 — 0% 0.23% $867K $24.15
2023 Q3 REDUCED 33,948 -6,508 -16.1% 0.25% $793K $21.94
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFIC price (monthly, adj. close)

Other funds also holding DFIC

As of 2025 Q4 — sorted by position size

Miramar Fiduciary Corp 3Y 55.56% CAPSTONE CAPITAL LLC 23.83% Syverson Strege & Co 3Y 16.86% Cannon Financial Strategists, Inc. 16.54% SwitchPoint Financial Planning, LLC 16.31% Kooman & Associates 3Y 16.25% Rachor Investment Advisory Services, LLC 15.45% Leading Edge Financial Planning LLC 3Y 14.52% BCU Wealth Advisors, LLC 14.29% Eaton-Cambridge Inc. 14.23%
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