Ownership history in VANCE WEALTH, LLC · 16 quarters on record
This page tracks every 13F SEC filing in which VANCE WEALTH, LLC reported a position in DIMENSIONAL ETF TRUST (DFAX). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 1,130,975 | +23,184 | +2.1% | 10.99% | $37.0M | $32.73 |
| 2025 Q3 | ADDED | 1,107,791 | +88 | +0.0% | 10.69% | $34.8M | $31.16 |
| 2025 Q2 | ADDED | 1,107,703 | +13,261 | +1.2% | 10.97% | $32.5M | $28.99 |
| 2025 Q1 | REDUCED | 1,094,442 | -19,418 | -1.7% | 10.78% | $28.7M | $25.54 |
| 2024 Q4 | ADDED | 1,113,860 | +13,354 | +1.2% | 10.69% | $27.7M | $24.17 |
| 2024 Q3 | ADDED | 1,100,506 | +28,651 | +2.7% | 11.25% | $29.7M | $26.02 |
| 2024 Q2 | REDUCED | 1,071,855 | -22,347 | -2.0% | 11.19% | $27.2M | $24.32 |
| 2024 Q1 | ADDED | 1,094,202 | +18,598 | +1.7% | 11.09% | $27.8M | $24.06 |
| 2023 Q4 | REDUCED | 1,075,604 | -35,505 | -3.2% | 11.40% | $26.3M | $23.07 |
| 2023 Q3 | ADDED | 1,111,109 | +103,091 | +10.2% | 11.71% | $25.0M | $21.12 |
As of 2025 Q4 — sorted by position size