Kathleen S. Wright Associates Inc. DFAC — DIMENSIONAL ETF TRUST

Ownership history in Kathleen S. Wright Associates Inc.  ·  7 quarters on record

AI Ownership Summary

Kathleen S. Wright Associates Inc. reported DIMENSIONAL ETF TRUST (DFAC) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.32% in 2025 Q3. The latest visible filing shows DFAC at 0.32% 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 DFAC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kathleen S. Wright Associates 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 Q3

DFAC was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2025 Q3

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

Time in book
Holding Window
2024 Q1 to 2025 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.

DFAC stock page Kathleen S. Wright Associates Inc. fund profile Kathleen S. Wright Associates Inc. full holdings
How Kathleen S. Wright Associates Inc. held DFAC — position size vs. price
% of Fund (quarterly)    DFAC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 22,384 +12,439 +125.1% 0.32% $863K 2025-11-14 (Est.) $38.44
2025 Q2 ADDED — — — 9,945 +3,610 +57.0% 0.14% $356K 2025-07-31 $36.36
2025 Q1 UNCHANGED — — — 6,335 — 0% 0.09% $209K 2025-05-06 $32.32
2024 Q4 ADDED — — — 6,335 +2,883 +83.5% 0.09% $219K 2025-01-27 $35.14
2024 Q3 UNCHANGED — — — 3,452 — 0% 0.05% $118K 2024-10-11 $34.14
2024 Q2 UNCHANGED — — — 3,452 — 0% 0.05% $111K 2024-07-18 $32.55
2024 Q1 INITIATED — — — 3,452 — — 0.05% $110K 2024-04-17 $29.59

🏢 Other funds also holding DFAC

As of 2026 Q1 — sorted by position size

Onyx Financial Advisors, LLC 3Y 59.32% CAPSTONE CAPITAL LLC 46.03% BCU Wealth Advisors, LLC 44.31% SJS Investment Consulting Inc. 3Y 43.82% Monument Group Wealth Advisors, LLC 43.7% Chico Wealth RIA 3Y 42.61% Geometric Wealth Advisors 3Y 42.32% Warburton Capital Management, LLC 40.24% ANDREWS, LUCIA WEALTH MANAGEMENT LLC 3Y 39.46% HFM Investment Advisors, LLC 39.16%

FAQ About Kathleen S. Wright Associates Inc. and DFAC

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

How long has Kathleen S. Wright Associates Inc. reported owning DFAC?

Kathleen S. Wright Associates Inc. reported DFAC across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported DFAC position in Kathleen S. Wright Associates Inc.'s portfolio?

The largest reported portfolio weight for DFAC was 0.32% in 2025 Q3.

What is the latest reported DFAC position on this page?

The most recent filing on this page is 2025 Q3, when Kathleen S. Wright Associates Inc. reported 22,384 shares, equal to 0.32% of portfolio, with an estimated market value of $863K.

What does the chart on this DFAC ownership page compare?

The chart compares Kathleen S. Wright Associates Inc.'s quarterly DFAC 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 Kathleen S. Wright Associates Inc. time their DFAC position?

Based on 13F filing dates vs. subsequent DFAC price moves, Kathleen S. Wright Associates Inc. correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on DFAC relative to SPY over the holding period was -3.2%.

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