Ownership history in OLIO Financial Planning Β· 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 β sourced directly from SEC EDGAR 13F filings.
π OLIO Financial Planning underperformed the S&P 500 by β7.9% annually on this DFAT position. Timing score: 73% (8/11 decisions correct). Average cost basis: $53.17. Maximum drawdown during holding period: β7.2%.
β Significantly underperformed the S&P 500 by 7.9% ann.
11 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
8 of 11 add/trim decisions correct
Best entry: $42.68 (2023 Q1) Β· Worst: $59.54 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
10 adds Β· 2 trims. Bought during 2 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π OLIO Financial Planning has been actively increasing its DFAT allocation β a bullish signal from insiders.
Currently 3.78% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.