DFAC — DIMENSIONAL ETF TRUST

Ownership history in WorthPointe, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which WorthPointe, 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
47.4% (2022 Q1)
Avg. % of fund
32.5%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,723,318 -20,778 -1.2% 17.92% $68.2M $39.59
2025 Q3 REDUCED 1,744,096 -21,163 -1.2% 25.22% $67.3M $38.48
2025 Q2 ADDED 1,765,259 +22,257 +1.3% 26.62% $63.3M $35.66
2025 Q1 REDUCED 1,743,002 -341,012 -16.4% 25.72% $57.5M $32.72
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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