DFAI — DFA

Ownership history in Wealthquest Corp  ·  19 quarters on record

This page tracks every 13F SEC filing in which Wealthquest Corp reported a position in DFA (DFAI). 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
1.38% (2025 Q4)
Avg. % of fund
0.58%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 479,202 +14,331 +3.1% 1.38% $18.3M $38.11
2025 Q3 ADDED 464,871 +3,767 +0.8% 1.35% $16.9M $36.11
2025 Q2 ADDED 461,104 +116,166 +33.7% 1.26% $15.9M $34.21
2024 Q4 ADDED 344,938 +32,921 +10.6% 0.82% $10.1M $28.43
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAI price (monthly, adj. close)

Other funds also holding DFAI

As of 2025 Q4 — sorted by position size

SYM FINANCIAL Corp 3Y 7Y 25.87% Chico Wealth RIA 3Y 24.14% Monument Group Wealth Advisors, LLC 16.61% Moisand Fitzgerald Tamayo, LLC 3Y 7Y 15.61% Pioneer Wealth Management Group 15.27% Kure Advisory, LLC 15.19% Keyes, Stange & Wooten Wealth Management, LLC 13.13% Valued Wealth Advisors LLC 12.9% RAM Investment Partners, LLC 12.8% Marquette Asset Management, LLC 3Y 7Y 12.41%
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