DFSD — DIMENSIONAL ETF TRUST

Ownership history in McIlrath & Eck, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which McIlrath & Eck, LLC reported a position in DIMENSIONAL ETF TRUST (DFSD). 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
5.04% (2025 Q4)
Avg. % of fund
2.96%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,131,781 +214,986 +23.4% 5.04% $54.3M $47.95
2025 Q3 ADDED 916,795 +265,487 +40.8% 4.56% $44.2M $47.42
2025 Q2 ADDED 651,308 +87,023 +15.4% 3.57% $31.3M $46.72
2025 Q1 ADDED 564,285 +153,777 +37.5% 3.29% $26.8M $45.83
2024 Q4 ADDED 410,508 +174,739 +74.1% 2.45% $19.2M $44.98
2024 Q3 ADDED 235,769 +182,370 +341.5% 1.45% $11.3M $44.94
2024 Q2 INITIATED 53,399 — — 0.37% $2.5M —
% of Fund (quarterly)    DFSD price (monthly, adj. close)

Other funds also holding DFSD

As of 2025 Q4 — sorted by position size

Rachor Investment Advisory Services, LLC 35.8% Signature Resources Capital Management, LLC 16.52% Planning Center, Inc. 3Y 13.19% Ruedi Wealth Management, Inc. 3Y 13.1% Keyes, Stange & Wooten Wealth Management, LLC 12.48% Valued Wealth Advisors LLC 11.52% DiNuzzo Private Wealth, Inc. 10.66% Grunden Financial Advisory, Inc. 9.64% Rather & Kittrell, Inc. 3Y 9.51% MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 3Y 7Y 9.1%
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