DFAS — DIMENSIONAL ETF TRUST

Ownership history in MBA Advisors LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which MBA Advisors LLC reported a position in DIMENSIONAL ETF TRUST (DFAS). 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
2.65% (2025 Q4)
Avg. % of fund
1.81%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 94,481 +9,256 +10.9% 2.65% $6.6M $69.67
2025 Q3 ADDED 85,225 +2,589 +3.1% 2.49% $5.8M $68.27
2025 Q2 ADDED 82,636 +39,314 +90.7% 2.43% $5.3M $63.36
2025 Q1 ADDED 43,322 +37,572 +653.4% 1.28% $2.6M $59.26
2023 Q3 INITIATED 5,750 — — 0.19% $302K —
% of Fund (quarterly)    DFAS price (monthly, adj. close)

Other funds also holding DFAS

As of 2025 Q4 — sorted by position size

Richard Young Associates, Ltd. 24.8% Index Fund Advisors, Inc. 3Y 19.11% DIXON FNANCIAL SERVICES, INC. 3Y 17.35% Heritage Wealth Management, Inc./Texas 3Y 12.91% SENTINEL WEALTH MANAGEMENT, INC. 12.78% Disciplined Equity Management, Inc. 3Y 12.64% ACORN CREEK CAPITAL LLC 10.64% Stordahl Capital Management, Inc. 3Y 7Y 10.35% TCI Wealth Advisors, Inc. 3Y 7Y 9.82% PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 8.73%
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