DFAS — DIMENSIONAL ETF TRUST

Ownership history in SACHEM HILL LLC · 10 quarters on record

This page tracks every 13F SEC filing in which SACHEM HILL 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

0.63% (2024 Q4)

Avg. % of fund

0.57%

First filed

2023 Q2

Last filed

2025 Q4

Quarters held

10

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	40,396	-557	-1.4%	0.55%	$2.8M	$69.67
2025 Q3	REDUCED	40,953	-2,123	-4.9%	0.56%	$2.8M	$68.27
2025 Q2	REDUCED	43,076	-5,633	-11.6%	0.56%	$2.7M	$63.36
2025 Q1	ADDED	48,709	+2,090	+4.5%	0.57%	$2.9M	$59.26

% 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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