WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV DFAT — DIMENSIONAL ETF TRUST

Ownership history in WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV  ·  8 quarters on record

AI Ownership Summary

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV reported DIMENSIONAL ETF TRUST (DFAT) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 1.59% in 2024 Q4. The latest visible filing shows DFAT at 1.31% 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 DFAT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV'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

DFAT was reported at 1.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.59% 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 Q2 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.

DFAT stock page WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV fund profile WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV full holdings
How WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV held DFAT — position size vs. price
% of Fund (quarterly)    DFAT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 74,273 +6,974 +10.4% 1.31% $4.6M 2026-05-11 $66.42
2025 Q4 REDUCED — — — 67,299 -485 -0.7% 1.07% $4.0M 2026-02-11 $66.25
2025 Q3 REDUCED — — — 67,784 -1,014 -1.5% 1.09% $3.9M 2025-11-13 $56.51
2025 Q2 REDUCED 29.2% +8.4% ❌ 68,798 -28,356 -29.2% 1.08% $3.7M 2025-08-11 $53.67
2025 Q1 ADDED — — — 97,154 +2,423 +2.6% 1.51% $5.0M 2025-04-21 $45.59
2024 Q4 ADDED — — — 94,731 +33,917 +55.8% 1.59% $5.3M 2025-01-29 $56.22
2024 Q3 ADDED — — — 60,814 +18,595 +44.0% 1.03% $3.4M 2024-10-25 $53.34
2024 Q2 INITIATED — — — 42,219 — — 0.70% $2.2M 2024-07-15 $52.81

🏢 Other funds also holding DFAT

As of 2026 Q2 — sorted by position size

Trust Co of the South 17.26% Evanson Financial, LLC 3.73% ECLECTIC ASSOCIATES INC /ADV 3Y 2.94% Pioneer Wealth Management Group 3Y 2.81% Mills Wealth Advisors LLC 2.22% WILLNER & HELLER, LLC 3Y 0.83% Foster Group, Inc. 3Y 0.72% 55 North Private Wealth, LLC 0.33% M.E. ALLISON & CO., INC. 0.3% Clark Asset Management, LLC 0.18%

FAQ About WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV and DFAT

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

How long has WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV reported owning DFAT?

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV reported DFAT across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported DFAT position in WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV's portfolio?

The largest reported portfolio weight for DFAT was 1.59% in 2024 Q4.

What is the latest reported DFAT position on this page?

The most recent filing on this page is 2026 Q1, when WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV reported 74,273 shares, equal to 1.31% of portfolio, with an estimated market value of $4.6M.

What does the chart on this DFAT ownership page compare?

The chart compares WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV's quarterly DFAT 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.

How well did WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV time their DFAT position?

Based on 13F filing dates vs. subsequent DFAT price moves, WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on DFAT relative to SPY over the holding period was -3.6%.

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