DFAC — DIMENSIONAL ETF TRUST

Ownership history in Well Done, LLC · 6 quarters on record

This page tracks every 13F SEC filing in which Well Done, 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

0.06% (2025 Q1)

Avg. % of fund

0.04%

First filed

2024 Q1

Last filed

2025 Q3

Quarters held

6

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q3	REDUCED	5,437	-3,805	-41.2%	0.04%	$210K	$38.48
2025 Q1	ADDED	9,242	+2,672	+40.7%	0.06%	$320K	$32.72
2024 Q4	UNCHANGED	6,570	—	0%	0.04%	$225K	$34.23
2024 Q3	UNCHANGED	6,570	—	0%	0.04%	$225K	$33.84
2024 Q2	UNCHANGED	6,570	—	0%	0.04%	$212K	$31.72
2024 Q1	INITIATED	6,570	—	—	0.04%	$210K	—

% of Fund (quarterly) DFAC price (monthly, adj. close)

Other funds also holding DFAC

As of 2025 Q4 — sorted by position size

Onyx Financial Advisors, LLC 3Y 60.88% CAPSTONE CAPITAL LLC 46.7% SJS Investment Consulting Inc. 3Y 45.64% Warburton Capital Management, LLC 45.47% BCU Wealth Advisors, LLC 44.02% Geometric Wealth Advisors 3Y 43.65% ANDREWS, LUCIA WEALTH MANAGEMENT LLC 3Y 43.51% Chico Wealth RIA 3Y 43.44% Monument Group Wealth Advisors, LLC 42.47% Shearwater Capital LLC 3Y 38.46%

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