DFAC — DIMENSIONAL ETF TRUST

Ownership history in Gilbert & Cook, Inc.  ·  4 quarters on record

This page tracks every 13F SEC filing in which Gilbert & Cook, Inc. 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
0.1% (2025 Q3)
Avg. % of fund
0.08%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 20,143 +1 +0.0% 0.10% $777K $38.48
2025 Q2 ADDED 20,142 +2 +0.0% 0.10% $722K $35.66
2025 Q1 ADDED 20,140 +13,851 +220.2% 0.10% $664K $32.72
2024 Q4 INITIATED 6,289 — — 0.03% $218K $34.23
% 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% Geometric Wealth Advisors 3Y 43.65% 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%
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