DFAC DIMENSIONAL US

Ownership history in IFG Advisory, LLC  ·  18 quarters on record

This page tracks every 13F SEC filing in which IFG Advisory, LLC reported a position in DIMENSIONAL US (DFAC). 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
2.82% (2021 Q2)
Avg. % of fund
2.1%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 954,564 -18,207 -1.9% 1.65% $37.8M $39.59
2025 Q3 ADDED 972,771 +7,612 +0.8% 1.71% $37.5M $38.48
2025 Q2 ADDED 965,159 +9,579 +1.0% 1.74% $34.6M $35.66
2025 Q1 ADDED 955,580 +19,519 +2.1% 1.75% $31.5M $32.72
2024 Q4 ADDED 936,061 +23,067 +2.5% 1.83% $32.4M $34.23
2024 Q3 REDUCED 912,994 -8,024 -0.9% 1.99% $31.3M $33.84
2024 Q2 ADDED 921,018 +30,628 +3.4% 1.90% $29.7M $31.72
2024 Q1 REDUCED 890,390 -16,295 -1.8% 2.12% $28.4M $31.35
2023 Q4 ADDED 906,685 +7,221 +0.8% 1.94% $26.5M $28.62
2023 Q3 REDUCED 899,464 -5,303 -0.6% 1.98% $23.6M $25.56
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAC price (monthly, adj. close)
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