SEC 13F Intelligence

&Partners / DFAI

&Partners’s Dimensional Etf Trust Position

Does &Partners own Dimensional Etf Trust (DFAI)? Yes — 9.11M shares worth $355M (+1.75% of its 13F portfolio) as of Q1 2026, up from 8.36M shares the prior filed quarter.

Position Value
$355M
Q1 2026
Shares
9.11M
% of Portfolio
+1.75%
Quarters Held
9
currently held

Position History DFAI

Reported value by quarter
Q1 ’24: $2MQ1 ’24Q2 ’24: $16MQ3 ’24: $85MQ3 ’24Q4 ’24: $122MQ1 ’25: $179MQ1 ’25Q2 ’25: $250MQ3 ’25: $292MQ3 ’25Q4 ’25: $317MQ1 ’26: $355MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20269.11M$355M+1.75%
Q4 20258.36M$317M+1.66%
Q3 20258.05M$292M+1.87%
Q2 20257.21M$250M+1.92%
Q1 20255.65M$179M+1.90%
Q4 20244.13M$122M+1.46%
Q3 20242.67M$85M+1.64%
Q2 2024543.4K$16M+0.72%
Q1 202465.8K$2M+0.31%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See &Partners’s full portfolio or all institutional holders of DFAI.