DFAT β€” DIMENSIONAL ETF TRUST

Ownership history in Index Fund Advisors, Inc.  Β·  16 quarters on record

AI Ownership Summary

Index Fund Advisors, Inc. reported DIMENSIONAL ETF TRUST (DFAT) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 24.11% in 2023 Q4. The latest visible filing shows DFAT at 18.00% 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 DFAT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Index Fund Advisors, Inc.'s position in DIMENSIONAL ETF TRUST, 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
2025 Q4

DFAT was reported at 18.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
24.11% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

How Index Fund Advisors, Inc. held DFAT β€” position size vs. price
% of Fund (quarterly)    DFAT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 6,442,632 -77,874 -1.2% 18.00% $383.6M 2026-02-14 (Est.) $66.06
2025 Q3 ADDED 6,520,506 +349,087 +5.7% 18.41% $379.6M 2025-10-22 $57.17
2025 Q2 REDUCED 6,171,419 -140,867 -2.2% 18.70% $333.0M 2025-07-25 $55.38
2025 Q1 REDUCED 6,312,286 -884,000 -12.3% 20.10% $325.0M 2025-04-30 $48.26
2024 Q4 REDUCED 7,196,286 -173,233 -2.4% 21.65% $400.5M 2025-01-29 $56.41
2024 Q3 REDUCED 7,369,519 -137,744 -1.8% 21.73% $410.0M 2024-10-22 $53.98
2024 Q2 REDUCED 7,507,263 -225,118 -2.9% 22.02% $389.4M 2024-08-02 $51.85
2024 Q1 REDUCED 7,732,381 -111,148 -1.4% 23.24% $420.9M 2024-05-13 $51.98
2023 Q4 REDUCED 7,843,529 -109,300 -1.4% 24.11% $410.5M 2024-02-14 $49.38
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Index Fund Advisors, Inc. and DFAT

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

How long has Index Fund Advisors, Inc. reported owning DFAT?

Index Fund Advisors, Inc. reported DFAT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DFAT position in Index Fund Advisors, Inc.'s portfolio?

The largest reported portfolio weight for DFAT was 24.11% in 2023 Q4.

What is the latest reported DFAT position on this page?

The most recent filing on this page is 2025 Q4, when Index Fund Advisors, Inc. reported 6,442,632 shares, equal to 18.00% of portfolio, with an estimated market value of $383.6M.

What does the chart on this DFAT ownership page compare?

The chart compares Index Fund Advisors, Inc.'s quarterly DFAT 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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