DFAS — DIMENSIONAL ETF TRUST

Ownership history in Powers Advisory Group, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Powers Advisory Group, LLC reported a position in DIMENSIONAL ETF TRUST (DFAS). 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
0.8% (2025 Q4)
Avg. % of fund
0.5%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 30,419 +2,210 +7.8% 0.80% $2.1M $69.67
2025 Q3 ADDED 28,209 +5,511 +24.3% 0.77% $1.9M $68.27
2025 Q2 ADDED 22,698 +3,065 +15.6% 0.64% $1.4M $63.36
2025 Q1 ADDED 19,633 +3,788 +23.9% 0.56% $1.2M $59.26
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAS price (monthly, adj. close)

Other funds also holding DFAS

As of 2025 Q4 — sorted by position size

Richard Young Associates, Ltd. 24.8% Index Fund Advisors, Inc. 3Y 19.11% DIXON FNANCIAL SERVICES, INC. 3Y 17.35% Heritage Wealth Management, Inc./Texas 3Y 12.91% SENTINEL WEALTH MANAGEMENT, INC. 12.78% Disciplined Equity Management, Inc. 3Y 12.64% ACORN CREEK CAPITAL LLC 10.64% Stordahl Capital Management, Inc. 3Y 7Y 10.35% TCI Wealth Advisors, Inc. 3Y 7Y 9.82% PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 8.73%
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