DFAC — DIMENSIONAL ETF TRUST

Ownership history in N.E.W. Advisory Services LLC  ·  18 quarters on record

This page tracks every 13F SEC filing in which N.E.W. Advisory Services LLC reported a position in DIMENSIONAL ETF TRUST (DFAC). 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
2.98% (2021 Q2)
Avg. % of fund
2.29%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 607,176 +12,135 +2.0% 1.78% $24.0M $39.59
2025 Q3 ADDED 595,041 +3,095 +0.5% 2.05% $23.0M $38.48
2025 Q2 REDUCED 591,946 -45,725 -7.2% 2.06% $21.2M $35.66
2025 Q1 ADDED 637,671 +19,322 +3.1% 1.61% $21.0M $32.72
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAC price (monthly, adj. close)

Other funds also holding DFAC

As of 2025 Q4 — sorted by position size

Onyx Financial Advisors, LLC 3Y 60.88% CAPSTONE CAPITAL LLC 46.7% SJS Investment Consulting Inc. 3Y 45.64% Warburton Capital Management, LLC 45.47% BCU Wealth Advisors, LLC 44.02% Geometric Wealth Advisors 3Y 43.65% ANDREWS, LUCIA WEALTH MANAGEMENT LLC 3Y 43.51% Chico Wealth RIA 3Y 43.44% Monument Group Wealth Advisors, LLC 42.47% Shearwater Capital LLC 3Y 38.46%
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