Ownership history in OLIO Financial Planning · 12 quarters on record
This page tracks every 13F SEC filing in which OLIO Financial Planning reported a position in DIMENSIONAL ETF TRUST (DFAT). 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 | 226,387 | +14,980 | +7.1% | 3.78% | $13.5M | $59.54 |
| 2025 Q3 | ADDED | 211,407 | +15,010 | +7.6% | 3.61% | $12.3M | $57.98 |
| 2025 Q2 | ADDED | 196,397 | +15,954 | +8.8% | 3.34% | $10.6M | $53.49 |
| 2025 Q1 | ADDED | 180,443 | +15,242 | +9.2% | 3.21% | $9.3M | $50.81 |
| 2024 Q4 | ADDED | 165,201 | +121,865 | +281.2% | 3.23% | $9.2M | $54.76 |
| 2024 Q3 | ADDED | 43,336 | +50 | +0.1% | 0.96% | $2.3M | $54.53 |
| 2024 Q2 | REDUCED | 43,286 | -50 | -0.1% | 0.97% | $2.3M | $50.66 |
| 2024 Q1 | REDUCED | 43,336 | -728 | -1.7% | 0.96% | $2.3M | $52.94 |
| 2023 Q4 | ADDED | 44,064 | +10,236 | +30.3% | 0.98% | $2.3M | $50.80 |
| 2023 Q3 | ADDED | 33,828 | +6,582 | +24.2% | 0.73% | $1.5M | $44.18 |
As of 2025 Q4 — sorted by position size