DFAC DIMENSIONAL ETF TRUST

Ownership history in WealthCollab, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which WealthCollab, LLC reported a position in DIMENSIONAL ETF TRUST (DFAC). 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
1.83% (2024 Q1)
Avg. % of fund
1.55%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 71,464 0% 1.16% $2.8M $39.59
2025 Q3 REDUCED 71,464 -402 -0.6% 1.26% $2.8M $38.48
2025 Q2 UNCHANGED 71,866 0% 1.44% $2.6M $35.66
2025 Q1 REDUCED 71,866 -2,964 -4.0% 1.46% $2.4M $32.72
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAC price (monthly, adj. close)
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