DFIC 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 (DFIC) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 1.95% in 2024 Q3. The latest visible filing shows DFIC at 1.87% 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 DFIC 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

DFIC was reported at 1.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.95% 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 DFIC β€” position size vs. price
% of Fund (quarterly)    DFIC 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 ADDED 35,865 +1,126 +3.2% 1.87% $1.2M 2026-02-14 (Est.) $37.76
2025 Q3 REDUCED 34,739 -22 -0.1% 1.77% $1.1M 2025-11-04 $32.27
2025 Q2 UNCHANGED 34,761 β€” 0% 1.80% $1.1M 2025-08-13 $31.75
2025 Q1 REDUCED 34,761 -750 -2.1% 1.70% $965K 2025-05-09 $28.59
2024 Q4 UNCHANGED 35,511 β€” 0% 1.66% $918K 2025-01-28 $25.96
2024 Q3 INITIATED 35,511 β€” β€” 1.95% $999K 2024-11-14 $25.29

FAQ About Solutions 4 Wealth, Ltd and DFIC

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 DFIC?

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

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

The largest reported portfolio weight for DFIC was 1.95% in 2024 Q3.

What is the latest reported DFIC position on this page?

The most recent filing on this page is 2025 Q4, when Solutions 4 Wealth, Ltd reported 35,865 shares, equal to 1.87% of portfolio, with an estimated market value of $1.2M.

What does the chart on this DFIC ownership page compare?

The chart compares Solutions 4 Wealth, Ltd's quarterly DFIC 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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