DFAX — DIMENSIONAL ETF TRUST

Ownership history in RW Investment Management LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which RW Investment Management LLC reported a position in DIMENSIONAL ETF TRUST (DFAX). 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
0.87% (2024 Q1)
Avg. % of fund
0.4%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 101,922 -541 -0.5% 0.33% $3.2M $31.16
2025 Q2 UNCHANGED 102,463 — 0% 0.34% $3.0M $28.99
2025 Q1 REDUCED 102,463 -764 -0.7% 0.33% $2.7M $25.54
2024 Q4 ADDED 103,227 +11,714 +12.8% 0.31% $2.6M $24.17
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% of Fund (quarterly)    DFAX price (monthly, adj. close)

Other funds also holding DFAX

As of 2025 Q4 — sorted by position size

DEMMING FINANCIAL SERVICES CORP /ADV 31.13% Geometric Wealth Advisors 3Y 30.94% Triune Financial Partners, LLC 29.37% Core Wealth Management, Inc. 3Y 24.46% Creative Capital Management Investments LLC 3Y 21.13% Financial Symmetry Inc 20.79% Warburton Capital Management, LLC 20.48% Trellis Wealth Advisors LLC 20.35% MONOGRAPH WEALTH ADVISORS, LLC 3Y 19.48% New Capital Management LP 3Y 7Y 19.34%
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