DFAC — DIMENSIONAL ETF TRUST

Ownership history in Sensible Money, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Sensible Money, 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
26.18% (2024 Q2)
Avg. % of fund
24.27%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 2,030,499 +55,622 +2.8% 25.67% $80.4M $39.59
2025 Q3 ADDED 1,974,877 +86,191 +4.6% 25.89% $76.2M $38.48
2025 Q2 ADDED 1,888,686 +86,705 +4.8% 25.66% $67.7M $35.66
2025 Q1 ADDED 1,801,981 +77,951 +4.5% 25.47% $59.4M $32.72
4 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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