DFIC 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 (DFIC). 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
7.16% (2025 Q4)
Avg. % of fund
4.31%
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 650,921 +88,268 +15.7% 7.16% $22.4M $34.46
2025 Q3 ADDED 562,653 +71,892 +14.6% 6.27% $18.4M $32.56
2025 Q2 ADDED 490,761 +60,105 +14.0% 5.78% $15.3M $30.75
2025 Q1 ADDED 430,656 +97,999 +29.5% 5.12% $12.0M $27.09
2024 Q4 ADDED 332,657 +52,565 +18.8% 3.77% $8.6M $25.14
2024 Q3 ADDED 280,092 +82,599 +41.8% 3.44% $7.9M $27.15
2024 Q2 ADDED 197,493 +180,530 +1064.3% 2.53% $5.2M $25.25
2024 Q1 INITIATED 16,963 0.41% $379K
% of Fund (quarterly)    DFIC price (monthly, adj. close)
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