M Holdings Securities, Inc. / DFAS
M Holdings Securities, Inc.’s Dimensional Etf Trust Position
Does M Holdings Securities, Inc. own Dimensional Etf Trust (DFAS)? Yes — 369.0K shares worth $27M (+1.82% of its 13F portfolio) as of Q1 2026, up from 308.9K shares the prior filed quarter.
Position Value
$27M
Q1 2026
Shares
369.0K
% of Portfolio
+1.82%
Quarters Held
15
currently held
Position History DFAS
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 369.0K | $27M | +1.82% |
| Q4 2025 | 308.9K | $22M | +1.54% |
| Q2 2025 | 98.8K | $6M | +1.08% |
| Q1 2025 | 12.6K | $755,000 | +0.13% |
| Q3 2024 | 11.6K | $755,000 | +0.19% |
| Q2 2024 | 383.8K | $23M | +2.99% |
| Q1 2024 | 11.4K | $709,000 | +0.12% |
| Q4 2023 | 11.3K | $672,000 | +0.08% |
| Q3 2023 | 7.9K | $432,000 | +0.09% |
| Q1 2023 | 14.3K | $752,000 | +0.08% |
| Q4 2022 | 20.5K | $1M | +0.11% |
| Q3 2022 | 16.7K | $775,000 | +0.09% |
| Q2 2022 | 16.3K | $782,000 | +0.08% |
| Q1 2022 | 17.3K | $971,000 | +0.07% |
| Q2 2021 | 17.9K | $1M | +0.10% |
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 DFAS.