RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC DFAR DIMENSIONAL ETF TRUST

Ownership history in RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC  ·  7 quarters on record

AI Ownership Summary

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC reported DIMENSIONAL ETF TRUST (DFAR) in 7 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.46% in 2024 Q3. The latest visible filing shows DFAR at 0.37% 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 DFAR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC'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
2026 Q1

DFAR was reported at 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.46% in 2024 Q3

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

Time in book
Holding Window
2024 Q2 to 2026 Q1

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.

How RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC held DFAR — position size vs. price
% of Fund (quarterly)    DFAR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 46,180 0% 0.37% $1.1M 2026-05-08 $25.98
2025 Q4 UNCHANGED 46,180 0% 0.38% $1.1M 2026-01-16 $23.90
2025 Q3 UNCHANGED 46,180 0% 0.38% $1.1M 2025-10-31 $22.86
2025 Q2 UNCHANGED 46,180 0% 0.41% $1.1M 2025-08-01 $22.52
2024 Q4 UNCHANGED 46,180 0% 0.43% $1.1M 2025-02-07 $22.98
2024 Q3 UNCHANGED 46,180 0% 0.46% $1.2M 2024-11-01 $23.37
2024 Q2 INITIATED 46,180 0.43% $1.0M 2024-07-24 $22.09

FAQ About RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC and DFAR

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

How long has RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC reported owning DFAR?

RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC reported DFAR across 7 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported DFAR position in RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for DFAR was 0.46% in 2024 Q3.

What is the latest reported DFAR position on this page?

The most recent filing on this page is 2026 Q1, when RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC reported 46,180 shares, equal to 0.37% of portfolio, with an estimated market value of $1.1M.

What does the chart on this DFAR ownership page compare?

The chart compares RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC's quarterly DFAR 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.

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