DFAC — DIMENSIONAL ETF TRUST

Ownership history in Onyx Financial Advisors, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Onyx Financial Advisors, 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
69.2% (2023 Q2)
Avg. % of fund
64.81%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 3,627,314 +38,022 +1.1% 60.88% $143.6M $39.59
2025 Q3 REDUCED 3,589,292 -3,610 -0.1% 61.25% $138.4M $38.48
2025 Q2 ADDED 3,592,902 +59,993 +1.7% 61.06% $128.8M $35.66
2025 Q1 ADDED 3,532,909 +161,134 +4.8% 61.66% $116.6M $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

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% GRAND WEALTH MANAGEMENT, LLC 3Y 37.44%
← Back to Onyx Financial Advisors, LLC Holdings