DFGR β€” DIMENSIONAL ETF TRUST

Ownership history in Tilson Financial Group, Inc.  Β·  11 quarters on record

AI Ownership Summary

Tilson Financial Group, Inc. reported DIMENSIONAL ETF TRUST (DFGR) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.43% in 2024 Q2. The latest visible filing shows DFGR at 1.83% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DFGR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Tilson Financial Group, Inc.'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

DFGR was reported at 1.83% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.43% in 2024 Q2

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

Time in book
Holding Window
2023 Q4 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 Tilson Financial Group, Inc. held DFGR β€” position size vs. price
% of Fund (quarterly)    DFGR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 224,865 +15,751 +7.5% 1.83% $5.9M 2026-02-14 (Est.) $28.42
2025 Q3 ADDED 209,114 +2,274 +1.1% 1.88% $5.7M 2025-10-22 $26.91
2025 Q2 REDUCED 206,840 -2,989 -1.4% 2.09% $5.5M 2025-08-07 $25.94
2025 Q1 ADDED 209,829 +9,779 +4.9% 2.18% $5.5M 2025-04-29 $25.04
2024 Q4 ADDED 200,050 +24,750 +14.1% 2.09% $5.1M 2025-02-07 $25.08
2024 Q3 UNCHANGED 175,300 β€” 0% 2.17% $4.4M 2024-10-28 $26.36
2024 Q2 ADDED 175,300 +17,343 +11.0% 4.43% $4.4M 2024-07-25 $24.18
2024 Q1 ADDED 157,957 +29,698 +23.2% 2.17% $4.0M 2024-04-25 $22.07
2023 Q4 ADDED 128,259 +68,483 +114.6% 2.14% $3.3M 2024-01-29 $23.17
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Tilson Financial Group, Inc. and DFGR

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

How long has Tilson Financial Group, Inc. reported owning DFGR?

Tilson Financial Group, Inc. reported DFGR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DFGR position in Tilson Financial Group, Inc.'s portfolio?

The largest reported portfolio weight for DFGR was 4.43% in 2024 Q2.

What is the latest reported DFGR position on this page?

The most recent filing on this page is 2025 Q4, when Tilson Financial Group, Inc. reported 224,865 shares, equal to 1.83% of portfolio, with an estimated market value of $5.9M.

What does the chart on this DFGR ownership page compare?

The chart compares Tilson Financial Group, Inc.'s quarterly DFGR 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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