Ownership history in IFG Advisors, LLC Β· 15 quarters on record
This page tracks every 13F SEC filing in which IFG Advisors, LLC 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 β sourced directly from SEC EDGAR 13F filings.
π IFG Advisors, LLC underperformed the S&P 500 by β2.0% annually on this DFAC position. Timing score: 50% (7/14 decisions correct). Average cost basis: $27.25. Maximum drawdown during holding period: β4.4%.
β οΈ Trailed SPY by 2.0% ann. on this position.
14 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
7 of 14 add/trim decisions correct
Best entry: $21.38 (2022 Q3) Β· Worst: $38.48 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
10 adds Β· 5 trims. Bought during 2 of 3 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.22% of portfolio
β 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.