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.
| 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 |
| 2024 Q4 | UNCHANGED | 53,085 | — | 0% | 1.07% | $1.8M | $34.23 |
| 2024 Q3 | REDUCED | 53,085 | -5,807 | -9.9% | 1.11% | $1.8M | $33.84 |
| 2024 Q2 | UNCHANGED | 58,892 | — | 0% | 1.21% | $1.9M | $31.72 |
| 2024 Q1 | REDUCED | 58,892 | -2,850 | -4.6% | 1.36% | $1.9M | $31.35 |
| 2023 Q4 | UNCHANGED | 61,742 | — | 0% | 1.41% | $1.8M | $28.62 |
| 2023 Q3 | REDUCED | 61,742 | -6,625 | -9.7% | 1.44% | $1.6M | $25.56 |
As of 2025 Q4 — sorted by position size