DFAC — DIMENSIONAL ETF TRUST

Ownership history in Olistico Wealth, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Olistico Wealth, 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
1.82% (2022 Q4)
Avg. % of fund
1.28%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 49,092 — 0% 0.95% $1.9M $39.59
2025 Q3 REDUCED 49,092 -345 -0.7% 1.00% $1.9M $38.48
2025 Q2 REDUCED 49,437 -2,548 -4.9% 0.98% $1.8M $35.66
2025 Q1 REDUCED 51,985 -1,100 -2.1% 1.06% $1.7M $32.72
9 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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