DFAT — DIMENSIONAL ETF TR

Ownership history in LIBRA WEALTH LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which LIBRA WEALTH LLC reported a position in DIMENSIONAL ETF TR (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
8.73% (2023 Q1)
Avg. % of fund
6.44%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 299,176 -1,115 -0.4% 4.98% $17.8M $59.54
2025 Q3 REDUCED 300,291 -11,695 -3.7% 5.25% $17.5M $57.98
2025 Q2 ADDED 311,986 +50,612 +19.4% 5.50% $16.8M $53.49
2025 Q1 REDUCED 261,374 -3,526 -1.3% 5.05% $13.5M $50.81
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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