DFAT β€” DIMENSIONAL ETF TRUST

Ownership history in Good Life Advisors, LLC  Β·  3 quarters on record

This page tracks every 13F SEC filing in which Good Life Advisors, LLC reported a position in DIMENSIONAL ETF TRUST (DFAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.51% (2024 Q4)
πŸ“Š Avg. % of fund
0.45%
πŸ“… First filed
2024 Q3
πŸ“… Last filed
2025 Q1
⏱ Quarters held
3

Position Intelligence

Good Life Advisors, LLC Γ— DFAT AI Analytics

πŸ“‰ Good Life Advisors, LLC underperformed the S&P 500 by –10.0% annually on this DFAT position. Average cost basis: $54.53. Maximum drawdown during holding period: –7.2%.

πŸ“ˆ Position Alpha vs SPY
-10.0%
annualised excess return

❌ Significantly underperformed the S&P 500 by 10.0% ann.
2 quarters analyzed

πŸ’° Entry Quality
$54.53
-6.8% vs current ($50.81)

Best entry: $54.53 (2024 Q3)  Β·  Worst: $54.76 (2024 Q4)

πŸ›‘οΈ Drawdown Resilience
–7.2%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
67%
buy-side decisions

2 adds Β· 1 trim. Bought during 0 of 1 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.43% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    DFAT price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q1 REDUCED 117,671 -7,034 -5.6% 0.43% $6.1M $50.81
2024 Q4 ADDED 124,705 +1,247 +1.0% 0.51% $6.9M $54.76
2024 Q3 INITIATED 123,458 β€” β€” 0.42% $6.9M $54.53

🏒 Other funds also holding DFAT

As of 2025 Q4 β€” sorted by position size

Richard Young Associates, Ltd. 25.75% GREAT OAK CAPITAL PARTNERS, LLC 21.04% BAYSHORE ASSET MANAGEMENT, LLC 3Y 20.43% Sensible Money, LLC 19.41% Index Fund Advisors, Inc. 3Y 18.0% Team Hewins, LLC 3Y 17.76% JACKSON THORNTON WEALTH MANAGEMENT, LLC 3Y 16.52% Parkwoods Wealth Partners, LLC 15.2% Disciplined Equity Management, Inc. 3Y 12.89% PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 12.86%
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