DFIC — DIMENSIONAL ETF TRUST

Ownership history in WorthPointe, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which WorthPointe, LLC reported a position in DIMENSIONAL ETF TRUST (DFIC). 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
1.71% (2025 Q4)
Avg. % of fund
0.68%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 189,189 +91,372 +93.4% 1.71% $6.5M $34.46
2025 Q3 ADDED 97,817 +28,741 +41.6% 1.20% $3.2M $32.56
2025 Q2 ADDED 69,076 +12,387 +21.9% 0.90% $2.1M $30.75
2025 Q1 ADDED 56,689 +6,695 +13.4% 0.70% $1.6M $27.09
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFIC price (monthly, adj. close)

Other funds also holding DFIC

As of 2025 Q4 — sorted by position size

Miramar Fiduciary Corp 3Y 55.56% CAPSTONE CAPITAL LLC 23.83% Syverson Strege & Co 3Y 16.86% Cannon Financial Strategists, Inc. 16.54% SwitchPoint Financial Planning, LLC 16.31% Kooman & Associates 3Y 16.25% Rachor Investment Advisory Services, LLC 15.45% Leading Edge Financial Planning LLC 3Y 14.52% BCU Wealth Advisors, LLC 14.29% Eaton-Cambridge Inc. 14.23%
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