Wealth Management Strategies, Inc. DFAC β€” DIMENSIONAL ETF TRUST

Ownership history in Wealth Management Strategies, Inc.  Β·  4 quarters on record

AI Ownership Summary

Wealth Management Strategies, Inc. reported DIMENSIONAL ETF TRUST (DFAC) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 12.13% in 2024 Q4. The latest visible filing shows DFAC at 11.17% 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 DFAC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wealth Management Strategies, Inc.'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

DFAC was reported at 11.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.13% 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 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.

DFAC stock page Wealth Management Strategies, Inc. fund profile Wealth Management Strategies, Inc. full holdings
How Wealth Management Strategies, Inc. held DFAC β€” position size vs. price
% of Fund (quarterly)    DFAC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 612,771 +25,026 +4.3% 11.17% $24.3M 2026-02-14 (Est.) $40.69
2025 Q3 ADDED β€” β€” β€” 587,745 +96,430 +19.6% 11.23% $22.7M 2025-11-17 $37.94
2025 Q1 ADDED β€” β€” β€” 491,315 +33,266 +7.3% 10.84% $16.2M 2025-05-15 $34.16
2024 Q4 INITIATED β€” β€” β€” 458,049 β€” β€” 12.13% $158.4M 2025-02-20 $35.42

🏒 Other funds also holding DFAC

As of 2026 Q1 β€” sorted by position size

Onyx Financial Advisors, LLC 3Y 59.32% CAPSTONE CAPITAL LLC 46.03% BCU Wealth Advisors, LLC 44.31% SJS Investment Consulting Inc. 3Y 43.82% Monument Group Wealth Advisors, LLC 43.7% ANDREWS, LUCIA WEALTH MANAGEMENT LLC 3Y 39.46% DEMMING FINANCIAL SERVICES CORP /ADV 34.96% Shearwater Capital LLC 3Y 34.72% Verisail Partners, LLC 34.53% BANNERMAN WEALTH MANAGEMENT GROUP, LLC 31.64%

FAQ About Wealth Management Strategies, Inc. and DFAC

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

How long has Wealth Management Strategies, Inc. reported owning DFAC?

Wealth Management Strategies, Inc. reported DFAC across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported DFAC position in Wealth Management Strategies, Inc.'s portfolio?

The largest reported portfolio weight for DFAC was 12.13% in 2024 Q4.

What is the latest reported DFAC position on this page?

The most recent filing on this page is 2025 Q4, when Wealth Management Strategies, Inc. reported 612,771 shares, equal to 11.17% of portfolio, with an estimated market value of $24.3M.

What does the chart on this DFAC ownership page compare?

The chart compares Wealth Management Strategies, Inc.'s quarterly DFAC 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 Wealth Management Strategies, Inc. time their DFAC position?

Based on 13F filing dates vs. subsequent DFAC price moves, Wealth Management Strategies, Inc. correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on DFAC relative to SPY over the holding period was +2.2%.

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