DEXC — DIMENSIONAL ETF TRUST

Ownership history in McIlrath & Eck, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which McIlrath & Eck, LLC reported a position in DIMENSIONAL ETF TRUST (DEXC). 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
1.01% (2025 Q4)
Avg. % of fund
0.93%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 178,815 +11,782 +7.1% 1.01% $10.8M $60.52
2025 Q3 ADDED 167,033 +9,532 +6.1% 0.98% $9.4M $56.27
2025 Q2 ADDED 157,501 +6,304 +4.2% 0.98% $8.6M $53.87
2025 Q1 ADDED 151,197 +23,732 +18.6% 0.89% $7.2M $46.74
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DEXC price (monthly, adj. close)

Other funds also holding DEXC

As of 2025 Q4 — sorted by position size

Brown Financial Advisory 3Y 11.31% Keudell/Morrison Wealth Management 3Y 2.75% Beta Wealth Group, Inc. 3Y 7Y 2.63% R. W. Roge & Company, Inc. 3Y 2.58% Prism Advisors, Inc. 3Y 7Y 2.32% Mills Wealth Advisors LLC 1.23% Quadcap Wealth Management, LLC 1.18% Applied Capital LLC 3Y 0.94% First Command Advisory Services, Inc. 3Y 7Y 0.77% Chicago Partners Investment Group LLC 3Y 7Y 0.2%
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