DFAT β€” DIMENSIONAL ETF TRUST

Ownership history in Glassy Mountain Advisors, Inc.  Β·  9 quarters on record

AI Ownership Summary

Glassy Mountain Advisors, Inc. reported DIMENSIONAL ETF TRUST (DFAT) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.24% in 2023 Q4. The latest visible filing shows DFAT at 1.63% 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.

What this DFAT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Glassy Mountain Advisors, Inc.'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

DFAT was reported at 1.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.24% 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 Glassy Mountain Advisors, Inc. held DFAT β€” position size vs. price
% of Fund (quarterly)    DFAT 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 90,740 +149 +0.2% 1.63% $5.4M 2026-02-14 (Est.) $66.06
2025 Q3 REDUCED 90,591 -173 -0.2% 1.59% $5.3M 2025-11-06 $56.00
2025 Q2 REDUCED 90,764 -73,336 -44.7% 1.58% $4.9M 2025-07-22 $55.50
2025 Q1 REDUCED 164,100 -397 -0.2% 2.99% $8.4M 2025-04-28 $48.42
2024 Q4 ADDED 164,497 +1,334 +0.8% 3.13% $9.2M 2025-01-27 $56.60
2024 Q3 ADDED 163,163 +9,065 +5.9% 3.19% $9.1M 2024-10-29 $54.12
2024 Q2 REDUCED 154,098 -929 -0.6% 2.96% $8.0M 2024-08-01 $53.78
2024 Q1 ADDED 155,027 +4,966 +3.3% 3.18% $8.4M 2024-04-25 $50.08
2023 Q4 INITIATED 150,061 β€” β€” 3.24% $7.9M 2024-01-30 $50.30

FAQ About Glassy Mountain Advisors, Inc. and DFAT

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

How long has Glassy Mountain Advisors, Inc. reported owning DFAT?

Glassy Mountain Advisors, Inc. reported DFAT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DFAT position in Glassy Mountain Advisors, Inc.'s portfolio?

The largest reported portfolio weight for DFAT was 3.24% in 2023 Q4.

What is the latest reported DFAT position on this page?

The most recent filing on this page is 2025 Q4, when Glassy Mountain Advisors, Inc. reported 90,740 shares, equal to 1.63% of portfolio, with an estimated market value of $5.4M.

What does the chart on this DFAT ownership page compare?

The chart compares Glassy Mountain Advisors, Inc.'s quarterly DFAT 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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