M Holdings Securities, Inc. / DFAC
M Holdings Securities, Inc.’s Dimensional Etf Trust Position
Does M Holdings Securities, Inc. own Dimensional Etf Trust (DFAC)? Yes — 298.5K shares worth $12M (+0.78% of its 13F portfolio) as of Q1 2026, down from 298.9K shares the prior filed quarter.
Position Value
$12M
Q1 2026
Shares
298.5K
% of Portfolio
+0.78%
Quarters Held
17
currently held
Position History DFAC
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 298.5K | $12M | +0.78% |
| Q4 2025 | 298.9K | $12M | +0.85% |
| Q3 2025 | 296.2K | $11M | +2.41% |
| Q2 2025 | 295.4K | $11M | +1.81% |
| Q1 2025 | 18.3K | $603,000 | +0.10% |
| Q4 2024 | 17.9K | $621,000 | +0.10% |
| Q3 2024 | 17.9K | $615,000 | +0.15% |
| Q2 2024 | 17.9K | $579,000 | +0.08% |
| Q1 2024 | 17.9K | $573,000 | +0.10% |
| Q4 2023 | 2.27M | $66M | +7.49% |
| Q3 2023 | 1.79M | $49M | +10.00% |
| Q1 2023 | 2.01M | $51M | +5.29% |
| Q4 2022 | 1.56M | $38M | +3.99% |
| Q3 2022 | 1.41M | $31M | +3.47% |
| Q2 2022 | 1.42M | $33M | +3.34% |
| Q1 2022 | 1.25M | $34M | +2.60% |
| Q2 2021 | 1.15M | $31M | +3.04% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See M Holdings Securities, Inc.’s full portfolio or all institutional holders of DFAC.