DFAU β€” DIMENSIONAL ETF TRUST

Ownership history in Solutions 4 Wealth, Ltd  Β·  6 quarters on record

AI Ownership Summary

Solutions 4 Wealth, Ltd reported DIMENSIONAL ETF TRUST (DFAU) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 1.66% in 2024 Q3. The latest visible filing shows DFAU at 1.51% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFAU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Solutions 4 Wealth, Ltd's position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DFAU was reported at 1.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.66% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Solutions 4 Wealth, Ltd held DFAU β€” position size vs. price
% of Fund (quarterly)    DFAU price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 21,378 β€” 0% 1.51% $1.0M 2026-02-14 (Est.) $47.18
2025 Q3 UNCHANGED 21,378 β€” 0% 1.52% $978K 2025-11-04 $45.92
2025 Q2 UNCHANGED 21,378 β€” 0% 1.51% $906K 2025-08-13 $44.00
2025 Q1 UNCHANGED 21,378 β€” 0% 1.45% $822K 2025-05-09 $38.35
2024 Q4 UNCHANGED 21,378 β€” 0% 1.57% $866K 2025-01-28 $41.31
2024 Q3 INITIATED 21,378 β€” β€” 1.66% $848K 2024-11-14 $40.58

FAQ About Solutions 4 Wealth, Ltd and DFAU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Solutions 4 Wealth, Ltd reported owning DFAU?

Solutions 4 Wealth, Ltd reported DFAU across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported DFAU position in Solutions 4 Wealth, Ltd's portfolio?

The largest reported portfolio weight for DFAU was 1.66% in 2024 Q3.

What is the latest reported DFAU position on this page?

The most recent filing on this page is 2025 Q4, when Solutions 4 Wealth, Ltd reported 21,378 shares, equal to 1.51% of portfolio, with an estimated market value of $1.0M.

What does the chart on this DFAU ownership page compare?

The chart compares Solutions 4 Wealth, Ltd's quarterly DFAU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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