DFAC β€” DIMENSIONAL ETF TRUST

Ownership history in Physician Wealth Solutions Inc.  Β·  9 quarters on record

This page tracks every 13F SEC filing in which Physician Wealth Solutions Inc. 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
3.71% (2024 Q3)
πŸ“Š Avg. % of fund
2.7%
πŸ“… First filed
2023 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
9

Position Intelligence

Physician Wealth Solutions Inc. Γ— DFAC AI Analytics

πŸ“‰ Physician Wealth Solutions Inc. underperformed the S&P 500 by –3.2% annually on this DFAC position. Timing score: 86% (6/7 decisions correct). Average cost basis: $33.56. Maximum drawdown during holding period: –4.4%.

πŸ“ˆ Position Alpha vs SPY
-3.2%
annualised excess return

⚠️ Trailed SPY by 3.2% ann. on this position.
7 quarters analyzed

⏱️ Timing Score
86%

🎯 Smart timing β€” consistently buying dips and trimming near peaks.
6 of 7 add/trim decisions correct

πŸ’° Entry Quality
$33.56
+18.0% vs current ($39.59)

Best entry: $31.35 (2024 Q1)  Β·  Worst: $38.48 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–4.4%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
67%
buy-side decisions

6 adds Β· 3 trims. Bought during 0 of 1 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.86% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    DFAC price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 170,275 -36,484 -17.6% 2.86% $6.7M $39.59
2025 Q3 ADDED 206,759 +1,165 +0.6% 3.48% $8.0M $38.48
2025 Q2 ADDED 205,594 +8,990 +4.6% 3.42% $7.4M $35.66
2025 Q1 REDUCED 196,604 -17,376 -8.1% 3.26% $6.5M $32.72
2024 Q4 REDUCED 213,980 -1,032 -0.5% 3.71% $7.4M $34.23
2024 Q3 ADDED 215,012 +146,936 +215.8% 3.71% $7.4M $33.84
2024 Q2 ADDED 68,076 +19,014 +38.8% 1.57% $2.2M $31.72
2024 Q1 ADDED 49,062 +13,926 +39.6% 1.32% $1.6M $31.35
2023 Q4 INITIATED 35,136 β€” β€” 1.03% $1.0M β€”

🏒 Other funds also holding DFAC

As of 2025 Q4 β€” sorted by position size

Onyx Financial Advisors, LLC 3Y 60.88% 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%
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