M Holdings Securities, Inc. / DFAX
M Holdings Securities, Inc.’s Dimensional Etf Trust Position
Does M Holdings Securities, Inc. own Dimensional Etf Trust (DFAX)? Yes — 469.0K shares worth $16M (+1.08% of its 13F portfolio) as of Q1 2026, up from 464.4K shares the prior filed quarter.
Position Value
$16M
Q1 2026
Shares
469.0K
% of Portfolio
+1.08%
Quarters Held
16
currently held
Position History DFAX
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 469.0K | $16M | +1.08% |
| Q4 2025 | 464.4K | $15M | +1.09% |
| Q3 2025 | 465.6K | $15M | +3.09% |
| Q2 2025 | 444.4K | $13M | +2.23% |
| Q1 2025 | 23.1K | $606,000 | +0.10% |
| Q4 2024 | 23.1K | $573,000 | +0.09% |
| Q3 2024 | 23.3K | $628,000 | +0.16% |
| Q2 2024 | 23.3K | $589,000 | +0.08% |
| Q1 2024 | 23.5K | $597,000 | +0.10% |
| Q4 2023 | 1.03M | $25M | +2.83% |
| Q3 2023 | 891.5K | $21M | +4.29% |
| Q1 2023 | 1.03M | $24M | +2.45% |
| Q4 2022 | 1.03M | $22M | +2.34% |
| Q3 2022 | 938.3K | $18M | +1.96% |
| Q2 2022 | 985.4K | $21M | +2.14% |
| Q1 2022 | 990.5K | $25M | +1.87% |
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 DFAX.