DFIC — DIMENSIONAL ETF TRUST

Ownership history in Watchman Group, Inc.  ·  8 quarters on record

This page tracks every 13F SEC filing in which Watchman Group, Inc. reported a position in DIMENSIONAL ETF TRUST (DFIC). 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.

Peak position
3.49% (2025 Q4)
Avg. % of fund
3.33%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 423,675 +2,686 +0.6% 3.49% $14.6M $34.46
2025 Q3 REDUCED 420,989 -7,960 -1.9% 3.34% $13.8M $32.56
2025 Q2 REDUCED 428,949 -743 -0.2% 3.48% $13.3M $30.75
2025 Q1 REDUCED 429,692 -18,691 -4.2% 3.34% $11.9M $27.09
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFIC price (monthly, adj. close)

Other funds also holding DFIC

As of 2025 Q4 — sorted by position size

Miramar Fiduciary Corp 3Y 55.56% CAPSTONE CAPITAL LLC 23.83% Syverson Strege & Co 3Y 16.86% Cannon Financial Strategists, Inc. 16.54% SwitchPoint Financial Planning, LLC 16.31% Kooman & Associates 3Y 16.25% Rachor Investment Advisory Services, LLC 15.45% Leading Edge Financial Planning LLC 3Y 14.52% BCU Wealth Advisors, LLC 14.29% Eaton-Cambridge Inc. 14.23%
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