&PARTNERS DFAI — DIMENSIONAL ETF TRUST

Ownership history in &PARTNERS  ·  8 quarters on record

AI Ownership Summary

&PARTNERS reported DIMENSIONAL ETF TRUST (DFAI) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 1.92% in 2025 Q2. The latest visible filing shows DFAI at 1.66% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFAI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was &PARTNERS's position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DFAI was reported at 1.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.92% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DFAI stock page &PARTNERS fund profile &PARTNERS full holdings
How &PARTNERS held DFAI — position size vs. price
% of Fund (quarterly)    DFAI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 8,363,568 +315,442 +3.9% 1.66% $316.7M 2026-02-14 (Est.) $41.49
2025 Q3 ADDED — — — 8,048,126 +841,229 +11.7% 1.87% $292.4M 2025-11-14 $36.75
2025 Q2 ADDED — — — 7,206,897 +1,554,228 +27.5% 1.92% $249.9M 2025-08-14 $35.11
2025 Q1 ADDED — — — 5,652,669 +1,526,551 +37.0% 1.90% $179.0M 2025-05-15 $32.43
2024 Q4 ADDED — — — 4,126,118 +1,460,745 +54.8% 1.46% $122.1M 2025-02-14 $30.43
2024 Q3 ADDED — — — 2,665,373 +2,121,966 +390.5% 1.64% $85.3M 2024-11-14 $28.63
2024 Q2 ADDED — — — 543,407 +477,643 +726.3% 0.72% $16.4M 2024-07-24 $28.83
2024 Q1 INITIATED — — — 65,764 — — 0.31% $2.3M 2024-04-11 $28.26

🏢 Other funds also holding DFAI

As of 2026 Q1 — sorted by position size

Benson Investment Management Company, Inc. 3Y 7Y 33.37% Monument Group Wealth Advisors, LLC 17.56% Financial Alternatives, Inc 3Y 17.43% Pioneer Wealth Management Group 3Y 15.53% Kure Advisory, LLC 15.38% Moisand Fitzgerald Tamayo, LLC 3Y 7Y 15.07% Prudent Man Investment Management, Inc. 13.53% Keyes, Stange & Wooten Wealth Management, LLC 13.21% RAM Investment Partners, LLC 13.07% Marquette Asset Management, LLC 3Y 7Y 12.9%

FAQ About &PARTNERS and DFAI

These are the practical questions this page is built to answer before you even open the full history table.

How long has &PARTNERS reported owning DFAI?

&PARTNERS reported DFAI across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported DFAI position in &PARTNERS's portfolio?

The largest reported portfolio weight for DFAI was 1.92% in 2025 Q2.

What is the latest reported DFAI position on this page?

The most recent filing on this page is 2025 Q4, when &PARTNERS reported 8,363,568 shares, equal to 1.66% of portfolio, with an estimated market value of $316.7M.

What does the chart on this DFAI ownership page compare?

The chart compares &PARTNERS's quarterly DFAI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did &PARTNERS time their DFAI position?

Based on 13F filing dates vs. subsequent DFAI price moves, &PARTNERS correctly timed 6 out of 7 reported position changes (86%). The annualised alpha on DFAI relative to SPY over the holding period was +4.9%.

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