DFAC β€” DIMENSIONAL ETF TRUST

Ownership history in SpiderRock Advisors, LLC  Β·  2 quarters on record

This page tracks every 13F SEC filing in which SpiderRock Advisors, 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.04% (2024 Q1)
πŸ“Š Avg. % of fund
0.04%
πŸ“… First filed
2024 Q1
πŸ“… Last filed
2024 Q2
⏱ Quarters held
2
% of Fund (quarterly)    DFAC price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q2 ADDED 59,513 +2,162 +3.8% 0.04% $1.9M $31.72
2024 Q1 INITIATED 57,351 β€” β€” 0.04% $1.8M β€”

🏒 Other funds also holding DFAC

As of 2025 Q4 β€” 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%
← Back to SpiderRock Advisors, LLC Holdings