DFAT — DIMENSIONAL ETF TRUST

Ownership history in Kings Path Partners LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Kings Path Partners LLC reported a position in DIMENSIONAL ETF TRUST (DFAT). 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
3.39% (2025 Q2)
Avg. % of fund
2.64%
First filed
2024 Q2
Last filed
2025 Q2
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 ADDED 156,124 +36,266 +30.3% 3.39% $8.4M $53.49
2025 Q1 ADDED 119,858 +17,473 +17.1% 3.02% $6.2M $50.81
2024 Q4 ADDED 102,385 +9,073 +9.7% 2.43% $5.7M $54.76
2024 Q3 ADDED 93,312 +4,297 +4.8% 2.18% $5.2M $54.53
2024 Q2 INITIATED 89,015 — — 2.18% $4.6M —
% of Fund (quarterly)    DFAT price (monthly, adj. close)

Other funds also holding DFAT

As of 2025 Q4 — sorted by position size

Richard Young Associates, Ltd. 25.75% GREAT OAK CAPITAL PARTNERS, LLC 21.04% BAYSHORE ASSET MANAGEMENT, LLC 3Y 20.43% Sensible Money, LLC 19.41% Index Fund Advisors, Inc. 3Y 18.0% Team Hewins, LLC 3Y 17.76% JACKSON THORNTON WEALTH MANAGEMENT, LLC 3Y 16.52% Parkwoods Wealth Partners, LLC 15.2% Disciplined Equity Management, Inc. 3Y 12.89% PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 12.86%
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