NWK Group, Inc. DFAT — DIMENSIONAL ETF TRUST

Ownership history in NWK Group, Inc.  ·  7 quarters on record

AI Ownership Summary

NWK Group, Inc. reported DIMENSIONAL ETF TRUST (DFAT) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.2% in 2026 Q1. The latest visible filing shows DFAT at 0.20% 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.

What this DFAT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NWK Group, Inc.'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

DFAT was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2026 Q1

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

Time in book
Holding Window
2024 Q3 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.

DFAT stock page NWK Group, Inc. fund profile NWK Group, Inc. full holdings
How NWK Group, Inc. held DFAT — position size vs. price
% of Fund (quarterly)    DFAT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 8,329 — 0% 0.20% $520K 2026-05-07 $66.91
2025 Q4 ADDED — — — 8,329 +1,097 +15.2% 0.17% $496K 2026-02-09 $66.41
2025 Q3 ADDED — — — 7,232 +568 +8.5% 0.14% $421K 2025-11-10 $56.93
2025 Q2 UNCHANGED — — — 6,664 — 0% 0.13% $360K 2025-08-04 $53.44
2025 Q1 UNCHANGED — — — 6,664 — 0% 0.16% $343K 2025-05-12 $52.32
2024 Q4 UNCHANGED — — — 6,664 — 0% 0.14% $371K 2025-02-13 $55.74
2024 Q3 INITIATED — — — 6,664 — — 0.15% $371K 2024-11-13 $57.69

🏢 Other funds also holding DFAT

As of 2026 Q1 — sorted by position size

Richard Young Associates, Ltd. 26.51% NorthAvenue LLC 22.01% GREAT OAK CAPITAL PARTNERS, LLC 21.56% BAYSHORE ASSET MANAGEMENT, LLC 3Y 20.78% Sensible Money, LLC 20.3% Financial Harvest, LLC 18.67% Trust Co of the South 17.98% Team Hewins, LLC 3Y 17.08% JACKSON THORNTON WEALTH MANAGEMENT, LLC 3Y 16.51% Tumwater Wealth Management, LLC 15.79%

FAQ About NWK Group, Inc. and DFAT

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

How long has NWK Group, Inc. reported owning DFAT?

NWK Group, Inc. reported DFAT across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported DFAT position in NWK Group, Inc.'s portfolio?

The largest reported portfolio weight for DFAT was 0.20% in 2026 Q1.

What is the latest reported DFAT position on this page?

The most recent filing on this page is 2026 Q1, when NWK Group, Inc. reported 8,329 shares, equal to 0.20% of portfolio, with an estimated market value of $520K.

What does the chart on this DFAT ownership page compare?

The chart compares NWK Group, Inc.'s quarterly DFAT 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 NWK Group, Inc. time their DFAT position?

Based on 13F filing dates vs. subsequent DFAT price moves, NWK Group, Inc. correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on DFAT relative to SPY over the holding period was -4.8%.

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