DFAC DIMENSIONAL ETF TRUST

Ownership history in MERCER GLOBAL ADVISORS INC /ADV  ·  19 quarters on record

AI Ownership Summary

MERCER GLOBAL ADVISORS INC /ADV reported DIMENSIONAL ETF TRUST (DFAC) in 19 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.13% in 2025 Q2. The latest visible filing shows DFAC at 3.88% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DFAC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MERCER GLOBAL ADVISORS INC /ADV's position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DFAC was reported at 3.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.13% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MERCER GLOBAL ADVISORS INC /ADV held DFAC — position size vs. price
% of Fund (quarterly)    DFAC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 64,358,203 +3,126,277 +5.1% 3.88% $2.55B 2026-02-14 (Est.) $40.69
2025 Q3 ADDED 61,231,926 +4,669,622 +8.3% 3.94% $2.36B 2025-11-14 $38.44
2025 Q2 ADDED 56,562,304 +2,785,992 +5.2% 4.13% $2.03B 2025-08-14 $37.18
2025 Q1 ADDED 53,776,312 +7,277,876 +15.7% 4.07% $1.77B 2025-05-15 $34.16
2024 Q4 REDUCED 46,498,436 -3,598,965 -7.2% 3.92% $1.61B 2025-02-14 $35.48
2024 Q3 ADDED 50,097,401 +2,429,959 +5.1% 3.99% $1.70B 2024-11-14 $35.08
2024 Q2 ADDED 47,667,442 +2,612,418 +5.8% 4.03% $1.48B 2024-08-12 $31.28
2024 Q1 ADDED 45,055,024 +4,220,967 +10.3% 4.09% $1.44B 2024-05-15 $31.44
2023 Q4 ADDED 40,834,057 +6,322,262 +18.3% 3.59% $1.19B 2024-02-15 $29.72
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MERCER GLOBAL ADVISORS INC /ADV and DFAC

These are the practical questions this page is built to answer before you even open the full history table.

How long has MERCER GLOBAL ADVISORS INC /ADV reported owning DFAC?

MERCER GLOBAL ADVISORS INC /ADV reported DFAC across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DFAC position in MERCER GLOBAL ADVISORS INC /ADV's portfolio?

The largest reported portfolio weight for DFAC was 4.13% in 2025 Q2.

What is the latest reported DFAC position on this page?

The most recent filing on this page is 2025 Q4, when MERCER GLOBAL ADVISORS INC /ADV reported 64,358,203 shares, equal to 3.88% of portfolio, with an estimated market value of $2.55B.

What does the chart on this DFAC ownership page compare?

The chart compares MERCER GLOBAL ADVISORS INC /ADV's quarterly DFAC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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