Ownership history in &PARTNERS · 8 quarters on record
This page tracks every 13F SEC filing in which &PARTNERS reported a position in DIMENSIONAL ETF TRUST (DFAI). 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 | ADDED | 8,363,568 | +315,442 | +3.9% | 1.66% | $316.7M | $38.11 |
| 2025 Q3 | ADDED | 8,048,126 | +841,229 | +11.7% | 1.87% | $292.4M | $36.11 |
| 2025 Q2 | ADDED | 7,206,897 | +1,554,228 | +27.5% | 1.92% | $249.9M | $34.21 |
| 2025 Q1 | ADDED | 5,652,669 | +1,526,551 | +37.0% | 1.90% | $179.0M | $30.50 |
As of 2025 Q4 — sorted by position size