Ownership history in Passive Capital Management, LLC. · 8 quarters on record
This page tracks every 13F SEC filing in which Passive Capital Management, LLC. reported a position in DIMENSIONAL ETF TRUST (DFAT). 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 | 76,992 | +50 | +0.1% | 1.43% | $4.6M | $59.54 |
| 2025 Q3 | REDUCED | 76,942 | -51,667 | -40.2% | 1.46% | $4.5M | $57.98 |
| 2025 Q2 | ADDED | 128,609 | +34 | +0.0% | 2.21% | $7.1M | $53.49 |
| 2025 Q1 | REDUCED | 128,575 | -5,841 | -4.3% | 2.10% | $6.6M | $50.81 |
| 2024 Q4 | ADDED | 134,416 | +51 | +0.0% | 2.63% | $7.5M | $54.76 |
| 2024 Q3 | REDUCED | 134,365 | -12,013 | -8.2% | 2.61% | $7.5M | $54.53 |
| 2024 Q2 | ADDED | 146,378 | +40,699 | +38.5% | 2.88% | $6.8M | $50.66 |
| 2023 Q2 | INITIATED | 105,679 | — | — | 2.84% | $5.0M | $44.69 |
As of 2025 Q4 — sorted by position size