DFSD — DIMENSIONAL ETF TRUST

Ownership history in IFG Advisory, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which IFG Advisory, LLC reported a position in DIMENSIONAL ETF TRUST (DFSD). 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
0.03% (2025 Q1)
Avg. % of fund
0.03%
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 11,737 +186 +1.6% 0.03% $566K $47.42
2025 Q2 ADDED 11,551 +320 +2.8% 0.03% $555K $46.72
2025 Q1 ADDED 11,231 +143 +1.3% 0.03% $534K $45.83
2024 Q4 INITIATED 11,088 — — 0.03% $520K $44.98
% of Fund (quarterly)    DFSD price (monthly, adj. close)

Other funds also holding DFSD

As of 2025 Q4 — sorted by position size

Rachor Investment Advisory Services, LLC 35.8% Signature Resources Capital Management, LLC 16.52% Planning Center, Inc. 3Y 13.19% Ruedi Wealth Management, Inc. 3Y 13.1% Keyes, Stange & Wooten Wealth Management, LLC 12.48% Valued Wealth Advisors LLC 11.52% DiNuzzo Private Wealth, Inc. 10.66% Grunden Financial Advisory, Inc. 9.64% Rather & Kittrell, Inc. 3Y 9.51% MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 3Y 7Y 9.1%
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