Kaizen Financial Strategies DFCA — DIMENSIONAL ETF TRUST

Ownership history in Kaizen Financial Strategies  ·  6 quarters on record

AI Ownership Summary

Kaizen Financial Strategies reported DIMENSIONAL ETF TRUST (DFCA) in 6 quarterly 13F filings from 2025 Q2 through 2026 Q3. Peak portfolio weight reached 0.13% in 2026 Q3. The latest visible filing shows DFCA at 0.13% 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.

What this DFCA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kaizen Financial Strategies'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
2026 Q3

DFCA was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2026 Q3

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

Time in book
Holding Window
2025 Q2 to 2026 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.

DFCA stock page Kaizen Financial Strategies fund profile Kaizen Financial Strategies full holdings
How Kaizen Financial Strategies held DFCA — position size vs. price
% of Fund (quarterly)    DFCA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 7,182 +2,028 +39.3% 0.13% $342K 2026-10-09 $47.83
2026 Q2 ADDED — — — 5,154 +285 +5.9% 0.08% $259K 2026-07-30 $49.32
2026 Q1 REDUCED 17.5% +1.3% ❌ 4,869 -1,034 -17.5% 0.10% $244K 2026-05-01 $49.45
2025 Q4 ADDED — — — 5,903 +1,134 +23.8% 0.13% $296K 2026-01-21 $49.41
2025 Q3 ADDED — — — 4,769 +59 +1.3% 0.11% $239K 2025-11-12 $48.93
2025 Q2 INITIATED — — — 4,710 — — 0.12% $232K 2025-08-08 $47.71

🏢 Other funds also holding DFCA

As of 2026 Q3 — sorted by position size

Nautilus Advisors LLC 0.59% Parkshore Wealth Management, Inc. 0.13% Shearwater Capital LLC 3Y 0.11% WESPAC Advisors SoCal, LLC 3Y 7Y 0.06% Fermata Advisors, LLC 3Y 0.06% FIDUCIARY FINANCIAL GROUP, LLC 0.06% Whitaker-Myers Wealth Managers, LTD. 3Y 0.04% RVW Wealth, LLC 3Y 7Y 0.03% Apella Capital, LLC 3Y 0.02% INDEPENDENT FINANCIAL GROUP, LLC 0.01%

FAQ About Kaizen Financial Strategies and DFCA

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

How long has Kaizen Financial Strategies reported owning DFCA?

Kaizen Financial Strategies reported DFCA across 6 quarterly 13F filings, from 2025 Q2 through 2026 Q3.

What was the largest reported DFCA position in Kaizen Financial Strategies's portfolio?

The largest reported portfolio weight for DFCA was 0.13% in 2026 Q3.

What is the latest reported DFCA position on this page?

The most recent filing on this page is 2026 Q3, when Kaizen Financial Strategies reported 7,182 shares, equal to 0.13% of portfolio, with an estimated market value of $342K.

What does the chart on this DFCA ownership page compare?

The chart compares Kaizen Financial Strategies's quarterly DFCA 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.

How well did Kaizen Financial Strategies time their DFCA position?

Based on 13F filing dates vs. subsequent DFCA price moves, Kaizen Financial Strategies correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on DFCA relative to SPY over the holding period was -16.5%.

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