DFAT 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 (DFAT). 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
1.52% (2023 Q2)
Avg. % of fund
1.32%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 119,129 +2,388 +2.0% 1.38% $7.1M $59.54
2025 Q3 REDUCED 116,741 -4,600 -3.8% 1.36% $6.8M $57.98
2025 Q2 ADDED 121,341 +13,943 +13.0% 1.34% $6.5M $53.49
2025 Q1 ADDED 107,398 +4 +0.0% 1.09% $5.5M $50.81
2024 Q4 REDUCED 107,394 -1,678 -1.5% 1.25% $6.0M $54.76
2024 Q3 REDUCED 109,072 -802 -0.7% 1.23% $6.1M $54.53
2024 Q2 ADDED 109,874 +2,366 +2.2% 1.22% $5.7M $50.66
2024 Q1 REDUCED 107,508 -1,289 -1.2% 1.37% $5.9M $52.94
2023 Q4 REDUCED 108,797 -10,787 -9.0% 1.44% $5.7M $50.80
2023 Q2 INITIATED 119,584 1.52% $5.5M $44.69
% of Fund (quarterly)    DFAT price (monthly, adj. close)
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