DFNM β€” DIMENSIONAL ETF TRUST

Ownership history in Waterford Advisors, LLC  Β·  1 quarter on record

This page tracks every 13F SEC filing in which Waterford Advisors, LLC reported a position in DIMENSIONAL ETF TRUST (DFNM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
9.31% (2025 Q4)
πŸ“Š Avg. % of fund
9.31%
πŸ“… First filed
2025 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
1
% of Fund (quarterly)    DFNM price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 527,277 β€” β€” 9.31% $23.8M $48.03

🏒 Other funds also holding DFNM

As of 2025 Q4 β€” sorted by position size

Yardley Wealth Management LLC 7.75% Rather & Kittrell, Inc. 3Y 6.49% Mattern Wealth Management LLC 3Y 4.92% RAM Investment Partners, LLC 4.44% DOPKINS WEALTH MANAGEMENT, LLC 3Y 4.32% Wheelhouse Advisory Group LLC 4.16% SENTINEL WEALTH MANAGEMENT, INC. 4.11% Symmetry Partners, LLC 3Y 7Y 3.78% Austin Wealth Management, LLC 3.72% Compass Financial Group, Inc. 3Y 7Y 3.54%
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