Urban Financial Advisory Corp DFAS — DIMENSIONAL ETF TRUST

Ownership history in Urban Financial Advisory Corp  ·  6 quarters on record

AI Ownership Summary

Urban Financial Advisory Corp reported DIMENSIONAL ETF TRUST (DFAS) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.03% in 2024 Q4. The latest visible filing shows DFAS at 0.02% 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 DFAS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Urban Financial Advisory Corp'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
2026 Q1

DFAS was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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.

DFAS stock page Urban Financial Advisory Corp fund profile Urban Financial Advisory Corp full holdings
How Urban Financial Advisory Corp held DFAS — position size vs. price
% of Fund (quarterly)    DFAS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 839 — 0% 0.02% $60K 2026-05-08 $77.68
2025 Q4 UNCHANGED — — — 839 — 0% 0.02% $58K 2026-02-04 $74.40
2025 Q3 UNCHANGED — — — 839 — 0% 0.03% $57K 2025-11-21 $66.42
2025 Q2 UNCHANGED — — — 839 — 0% 0.03% $53K 2025-08-15 $65.64
2025 Q1 UNCHANGED — — — 839 — 0% 0.03% $50K 2025-05-15 $61.66
2024 Q4 INITIATED — — — 839 — — 0.03% $55K 2025-02-14 $65.67

🏢 Other funds also holding DFAS

As of 2026 Q2 — sorted by position size

Mendota Financial Group, LLC 3Y 9.38% BANNERMAN WEALTH MANAGEMENT GROUP, LLC 9.22% Great Waters Wealth Management 3Y 8.77% DiNuzzo Private Wealth, Inc. 5.86% Evanson Financial, LLC 4.91% LAM GROUP, INC. 3Y 4.14% Colorado Capital Management, Inc. 3Y 7Y 3.89% Trinity Financial Advisors LLC 3Y 3.83% DWR WEALTH MANAGEMENT, LLC 3.74% DiPaolo Financial Group, Inc. 3.49%

FAQ About Urban Financial Advisory Corp and DFAS

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

How long has Urban Financial Advisory Corp reported owning DFAS?

Urban Financial Advisory Corp reported DFAS across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported DFAS position in Urban Financial Advisory Corp's portfolio?

The largest reported portfolio weight for DFAS was 0.03% in 2024 Q4.

What is the latest reported DFAS position on this page?

The most recent filing on this page is 2026 Q1, when Urban Financial Advisory Corp reported 839 shares, equal to 0.02% of portfolio, with an estimated market value of $60K.

What does the chart on this DFAS ownership page compare?

The chart compares Urban Financial Advisory Corp's quarterly DFAS 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.

← Back to Urban Financial Advisory Corp Holdings