DFAC — DIMENSIONAL ETF TRUST

Ownership history in Legacy Advisors, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Legacy Advisors, LLC reported a position in DIMENSIONAL ETF TRUST (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
3.77% (2025 Q2)
Avg. % of fund
1.27%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 238,363 — 0% 1.01% $9.4M $39.59
2025 Q3 ADDED 238,363 +229,820 +2690.2% 1.14% $9.2M $38.48
2025 Q2 REDUCED 8,543 -229,820 -96.4% 3.77% $238K $35.66
2025 Q1 UNCHANGED 238,363 — 0% 0.01% $106K $32.72
2024 Q4 UNCHANGED 238,363 — 0% 0.80% $8.2M $34.23
2024 Q3 INITIATED 238,363 — — 0.89% $8.2M $33.84
% of Fund (quarterly)    DFAC price (monthly, adj. close)

Other funds also holding DFAC

As of 2025 Q4 — sorted by position size

Onyx Financial Advisors, LLC 3Y 60.88% CAPSTONE CAPITAL LLC 46.7% SJS Investment Consulting Inc. 3Y 45.64% Warburton Capital Management, LLC 45.47% BCU Wealth Advisors, LLC 44.02% Geometric Wealth Advisors 3Y 43.65% ANDREWS, LUCIA WEALTH MANAGEMENT LLC 3Y 43.51% Chico Wealth RIA 3Y 43.44% Monument Group Wealth Advisors, LLC 42.47% Shearwater Capital LLC 3Y 38.46%
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