DFAT 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 (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
23.49% (2024 Q1)
Avg. % of fund
19.38%
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 1,020,908 +55,309 +5.7% 19.41% $60.8M $59.54
2025 Q3 ADDED 965,599 +62,401 +6.9% 19.10% $56.2M $57.98
2025 Q2 ADDED 903,198 +55,173 +6.5% 18.47% $48.7M $53.49
2025 Q1 ADDED 848,025 +55,987 +7.1% 18.71% $43.7M $50.81
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAT price (monthly, adj. close)
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