GUNN & Co INVESTMENT MANAGEMENT, INC. DFAS — Dimensional ETF Trust - US Sma

Ownership history in GUNN & Co INVESTMENT MANAGEMENT, INC.  ·  5 quarters on record

AI Ownership Summary

GUNN & Co INVESTMENT MANAGEMENT, INC. reported Dimensional ETF Trust - US Sma (DFAS) in 5 quarterly 13F filings from 2024 Q2 through 2024 Q3. Peak portfolio weight reached 0.5% in 2024 Q3. The latest visible filing shows DFAS at 0.50% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DFAS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GUNN & Co INVESTMENT MANAGEMENT, INC.'s position in Dimensional ETF Trust - US Sma, 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
2024 Q3

DFAS was reported at 0.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.5% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2024 Q3

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.

DFAS stock page GUNN & Co INVESTMENT MANAGEMENT, INC. fund profile GUNN & Co INVESTMENT MANAGEMENT, INC. full holdings
How GUNN & Co INVESTMENT MANAGEMENT, INC. held DFAS — position size vs. price
% of Fund (quarterly)    DFAS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 UNCHANGED — — — 11,288 — 0% 0.50% $732K 2024-11-14 (Est.) $66.68
2024 Q2 UNCHANGED — — — 11,288 — 0% 0.04% $678K 2024-08-13 $59.62
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DFAS

As of 2026 Q2 — sorted by position size

Richard Young Associates, Ltd. 25.38% Premier Financial Group 19.51% Index Fund Advisors, Inc. 3Y 19.25% DIXON FNANCIAL SERVICES, INC. 3Y 18.47% Heritage Wealth Management, Inc./Texas 3Y 13.52% Disciplined Equity Management, Inc. 3Y 13.34% SENTINEL WEALTH MANAGEMENT, INC. 13.03% Pillar Financial Advisors, LLC 12.48% PINNEY & SCOFIELD, INC. 11.71% Stordahl Capital Management, Inc. 3Y 7Y 10.92%

FAQ About GUNN & Co INVESTMENT MANAGEMENT, INC. and DFAS

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

How long has GUNN & Co INVESTMENT MANAGEMENT, INC. reported owning DFAS?

GUNN & Co INVESTMENT MANAGEMENT, INC. reported DFAS across 2 quarterly 13F filings, from 2024 Q2 through 2024 Q3.

What was the largest reported DFAS position in GUNN & Co INVESTMENT MANAGEMENT, INC.'s portfolio?

The largest reported portfolio weight for DFAS was 0.50% in 2024 Q3.

What is the latest reported DFAS position on this page?

The most recent filing on this page is 2024 Q3, when GUNN & Co INVESTMENT MANAGEMENT, INC. reported 11,288 shares, equal to 0.50% of portfolio, with an estimated market value of $732K.

What does the chart on this DFAS ownership page compare?

The chart compares GUNN & Co INVESTMENT MANAGEMENT, INC.'s quarterly DFAS 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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