DFAT — DIMENSIONAL ETF TRUST

Ownership history in Smartleaf Asset Management LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Smartleaf Asset Management 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
3.24% (2025 Q4)
Avg. % of fund
0.47%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,419,609 +1,403,940 +8960.0% 3.24% $85.4M $59.54
2025 Q3 ADDED 15,669 +82 +0.5% 0.06% $912K $57.98
2025 Q2 REDUCED 15,587 -272 -1.7% 0.07% $841K $53.49
2025 Q1 REDUCED 15,859 -8 -0.1% 0.08% $816K $50.81
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAT price (monthly, adj. close)

Other funds also holding DFAT

As of 2025 Q4 — sorted by position size

Richard Young Associates, Ltd. 25.75% GREAT OAK CAPITAL PARTNERS, LLC 21.04% BAYSHORE ASSET MANAGEMENT, LLC 3Y 20.43% Sensible Money, LLC 19.41% Index Fund Advisors, Inc. 3Y 18.0% Team Hewins, LLC 3Y 17.76% JACKSON THORNTON WEALTH MANAGEMENT, LLC 3Y 16.52% Parkwoods Wealth Partners, LLC 15.2% Disciplined Equity Management, Inc. 3Y 12.89% PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 12.86%
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