Moisand Fitzgerald Tamayo, LLC DFAX — DIMENSIONAL ETF TRUST

Ownership history in Moisand Fitzgerald Tamayo, LLC  ·  19 quarters on record

AI Ownership Summary

Moisand Fitzgerald Tamayo, LLC reported DIMENSIONAL ETF TRUST (DFAX) in 19 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.39% in 2023 Q4. The latest visible filing shows DFAX at 1.07% 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 DFAX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Moisand Fitzgerald Tamayo, LLC'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
2026 Q1

DFAX was reported at 1.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.39% in 2023 Q4

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 2026 Q1

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.

DFAX stock page Moisand Fitzgerald Tamayo, LLC fund profile Moisand Fitzgerald Tamayo, LLC full holdings
How Moisand Fitzgerald Tamayo, LLC held DFAX — position size vs. price
% of Fund (quarterly)    DFAX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 293,560 -6,986 -2.3% 1.07% $10.0M 2026-04-14 $36.53
2025 Q4 REDUCED — — — 300,546 -2,877 -0.9% 1.11% $9.8M 2026-01-14 $33.99
2025 Q3 REDUCED — — — 303,423 -3,118 -1.0% 1.12% $9.5M 2025-10-23 $31.47
2025 Q2 REDUCED — — — 306,541 -5,001 -1.6% 1.14% $9.0M 2025-07-16 $29.02
2025 Q1 REDUCED — — — 311,542 -4,487 -1.4% 1.13% $8.2M 2025-04-22 $25.56
2024 Q4 REDUCED — — — 316,029 -6,752 -2.1% 1.11% $7.9M 2025-02-04 $24.85
2024 Q3 REDUCED — — — 322,781 -2,592 -0.8% 1.20% $8.7M 2024-10-09 $25.56
2024 Q2 REDUCED — — — 325,373 -2,802 -0.9% 1.24% $8.3M 2024-07-31 $24.83
2024 Q1 REDUCED — — — 328,175 -1,713 -0.5% 1.28% $8.3M 2024-04-16 $23.19
2023 Q4 REDUCED — — — 329,888 -6,060 -1.8% 1.39% $8.1M 2024-01-18 $22.26
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DFAX

As of 2026 Q1 — sorted by position size

DEMMING FINANCIAL SERVICES CORP /ADV 31.75% Geometric Wealth Advisors 3Y 31.71% Tumwater Wealth Management, LLC 29.35% Triune Financial Partners, LLC 29.32% Core Wealth Management, Inc. 3Y 24.92% Babb Wealth Advisors LLC 22.41% Johnson Wealth Management, LLC 21.77% Warburton Capital Management, LLC 21.59% Wolfstich Capital, LLC 21.36% Creative Capital Management Investments LLC 3Y 20.97%

FAQ About Moisand Fitzgerald Tamayo, LLC and DFAX

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

How long has Moisand Fitzgerald Tamayo, LLC reported owning DFAX?

Moisand Fitzgerald Tamayo, LLC reported DFAX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DFAX position in Moisand Fitzgerald Tamayo, LLC's portfolio?

The largest reported portfolio weight for DFAX was 1.39% in 2023 Q4.

What is the latest reported DFAX position on this page?

The most recent filing on this page is 2026 Q1, when Moisand Fitzgerald Tamayo, LLC reported 293,560 shares, equal to 1.07% of portfolio, with an estimated market value of $10.0M.

What does the chart on this DFAX ownership page compare?

The chart compares Moisand Fitzgerald Tamayo, LLC's quarterly DFAX 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.

How well did Moisand Fitzgerald Tamayo, LLC time their DFAX position?

Based on 13F filing dates vs. subsequent DFAX price moves, Moisand Fitzgerald Tamayo, LLC correctly timed 6 out of 18 reported position changes (33%). The annualised alpha on DFAX relative to SPY over the holding period was -0.6%.

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