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.
| 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 |
| 2024 Q4 | REDUCED | 618,349 | -556 | -0.1% | 2.03% | $21.4M | $34.23 |
| 2024 Q3 | ADDED | 618,905 | +4,607 | +0.7% | 2.09% | $21.2M | $33.84 |
| 2024 Q2 | REDUCED | 614,298 | -9,856 | -1.6% | 2.14% | $19.8M | $31.72 |
| 2024 Q1 | ADDED | 624,154 | +3,071 | +0.5% | 2.21% | $19.9M | $31.35 |
| 2023 Q4 | REDUCED | 621,083 | -1,845 | -0.3% | 2.19% | $18.2M | $28.62 |
| 2023 Q3 | ADDED | 622,928 | +2,061 | +0.3% | 2.32% | $16.3M | $25.56 |
As of 2025 Q4 — sorted by position size