DFIC β€” DIMENSIONAL ETF TRUST

Ownership history in VeraBank, N.A.  Β·  12 quarters on record

AI Ownership Summary

VeraBank, N.A. reported DIMENSIONAL ETF TRUST (DFIC) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.23% in 2025 Q4. The latest visible filing shows DFIC at 4.23% 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 DFIC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was VeraBank, N.A.'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

DFIC was reported at 4.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.23% in 2025 Q4

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 VeraBank, N.A. held DFIC β€” position size vs. price
% of Fund (quarterly)    DFIC 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 675,611 +23,864 +3.7% 4.23% $23.3M 2026-02-14 (Est.) $37.76
2025 Q3 ADDED 651,747 +40,112 +6.6% 4.00% $21.4M 2025-11-07 $32.62
2025 Q2 ADDED 611,635 +89,746 +17.2% 3.81% $19.0M 2025-08-08 $31.37
2025 Q1 ADDED 521,889 +39,609 +8.2% 4.04% $14.5M 2025-05-09 $28.59
2024 Q4 ADDED 482,280 +110,308 +29.7% 3.51% $12.5M 2025-01-30 $26.25
2024 Q3 ADDED 371,972 +8,394 +2.3% 3.06% $10.5M 2024-11-04 $25.81
2024 Q2 ADDED 363,578 +10,946 +3.1% 2.97% $9.6M 2024-07-24 $25.55
2024 Q1 ADDED 352,632 +31,526 +9.8% 2.94% $9.4M 2024-05-03 $25.08
2023 Q4 ADDED 321,106 +52,644 +19.6% 2.76% $8.2M 2024-02-06 $23.79
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding DFIC

As of 2026 Q1 β€” sorted by position size

Aspen Wealth Management LLC 3Y 9.89%

FAQ About VeraBank, N.A. and DFIC

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

How long has VeraBank, N.A. reported owning DFIC?

VeraBank, N.A. reported DFIC across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DFIC position in VeraBank, N.A.'s portfolio?

The largest reported portfolio weight for DFIC was 4.23% in 2025 Q4.

What is the latest reported DFIC position on this page?

The most recent filing on this page is 2025 Q4, when VeraBank, N.A. reported 675,611 shares, equal to 4.23% of portfolio, with an estimated market value of $23.3M.

What does the chart on this DFIC ownership page compare?

The chart compares VeraBank, N.A.'s quarterly DFIC 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 VeraBank, N.A. Holdings