DFAS — DIMENSIONAL ETF TRUST

Ownership history in SENTINEL WEALTH MANAGEMENT, INC.  ·  3 quarters on record

This page tracks every 13F SEC filing in which SENTINEL WEALTH MANAGEMENT, INC. reported a position in DIMENSIONAL ETF TRUST (DFAS). 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
13.35% (2025 Q2)
Avg. % of fund
13.06%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 221,175 +1,486 +0.7% 12.78% $15.4M $69.67
2025 Q3 REDUCED 219,689 -3,304 -1.5% 13.06% $15.0M $68.27
2025 Q2 INITIATED 222,993 — — 13.35% $14.2M $63.36
% of Fund (quarterly)    DFAS price (monthly, adj. close)

Other funds also holding DFAS

As of 2025 Q4 — sorted by position size

Richard Young Associates, Ltd. 24.8% Index Fund Advisors, Inc. 3Y 19.11% DIXON FNANCIAL SERVICES, INC. 3Y 17.35% Heritage Wealth Management, Inc./Texas 3Y 12.91% Disciplined Equity Management, Inc. 3Y 12.64% ACORN CREEK CAPITAL LLC 10.64% Stordahl Capital Management, Inc. 3Y 7Y 10.35% TCI Wealth Advisors, Inc. 3Y 7Y 9.82% PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 8.73% Mendota Financial Group, LLC 3Y 8.41%
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