DFAC — DIMENSIONAL ETF TRUST

Ownership history in Samalin Investment Counsel, LLC  ·  18 quarters on record

This page tracks every 13F SEC filing in which Samalin Investment Counsel, LLC reported a position in DIMENSIONAL ETF TRUST (DFAC). 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
2.17% (2024 Q1)
Avg. % of fund
1.25%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 82,887 +3,349 +4.2% 1.16% $3.3M $39.59
2025 Q3 REDUCED 79,538 -1,156 -1.4% 1.06% $3.1M $38.48
2025 Q2 ADDED 80,694 +9,190 +12.9% 1.11% $2.9M $35.66
2025 Q1 REDUCED 71,504 -46,033 -39.2% 0.96% $2.4M $32.72
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAC price (monthly, adj. close)

Other funds also holding DFAC

As of 2025 Q4 — sorted by position size

Onyx Financial Advisors, LLC 3Y 60.88% CAPSTONE CAPITAL LLC 46.7% SJS Investment Consulting Inc. 3Y 45.64% Warburton Capital Management, LLC 45.47% BCU Wealth Advisors, LLC 44.02% Geometric Wealth Advisors 3Y 43.65% ANDREWS, LUCIA WEALTH MANAGEMENT LLC 3Y 43.51% Chico Wealth RIA 3Y 43.44% Monument Group Wealth Advisors, LLC 42.47% Shearwater Capital LLC 3Y 38.46%
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