DFAC — DIMENSIONAL ETF TRUST

Ownership history in Simplicity Wealth,LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Simplicity Wealth,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
1.67% (2024 Q3)
Avg. % of fund
0.93%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 466,734 -10,092 -2.1% 1.10% $18.5M $39.59
2025 Q3 REDUCED 476,826 -374,590 -44.0% 1.06% $18.4M $38.48
2025 Q2 ADDED 851,416 +300,878 +54.7% 1.27% $30.5M $35.66
2025 Q1 ADDED 550,538 +534,247 +3279.4% 1.41% $18.2M $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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