DFAT DIMENSIONAL ETF TRUST

Ownership history in Team Hewins, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which Team Hewins, 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
24.94% (2022 Q4)
Avg. % of fund
17.35%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 925,776 -5,796 -0.6% 17.76% $55.1M $59.54
2025 Q3 REDUCED 931,572 -44,465 -4.6% 18.31% $54.2M $57.98
2025 Q2 REDUCED 976,037 -31,637 -3.1% 18.99% $52.7M $53.49
2024 Q4 UNCHANGED 1,007,674 0% 22.87% $52.7M $54.76
2024 Q3 ADDED 1,007,674 +10,927 +1.1% 10.81% $52.7M $54.53
2024 Q2 REDUCED 996,747 -8,926 -0.9% 21.48% $51.7M $50.66
2024 Q1 REDUCED 1,005,673 -2,001 -0.2% 7.52% $54.7M $52.94
2023 Q4 REDUCED 1,007,674 -8,767 -0.9% 7.94% $52.7M $50.80
2023 Q3 REDUCED 1,016,441 -7,327 -0.7% 10.67% $46.4M $44.18
2023 Q2 REDUCED 1,023,768 -2,701 -0.3% 22.67% $47.5M $44.69
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAT price (monthly, adj. close)
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