SEC 13F Intelligence

Usadvisors Wealth Management, LLC / DFAC

Usadvisors Wealth Management, LLC’s Dimensional Etf Trust Position

Does Usadvisors Wealth Management, LLC own Dimensional Etf Trust (DFAC)? Yes96.7K shares worth $4M (+1.21% of its 13F portfolio) as of Q1 2026, up from 96.6K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
96.7K
% of Portfolio
+1.21%
Quarters Held
19
currently held

Position History DFAC

Reported value by quarter
Q2 ’21: $767,000Q2 ’21Q3 ’21: $754,000Q4 ’21: $896,000Q2 ’22: $734,000Q2 ’22Q3 ’22: $1MQ4 ’22: $2MQ1 ’23: $3MQ1 ’23Q2 ’23: $4MQ3 ’23: $5MQ4 ’23: $5MQ4 ’23Q1 ’24: $7MQ2 ’24: $7MQ3 ’24: $7MQ3 ’24Q4 ’24: $7MQ1 ’25: $3MQ2 ’25: $4MQ2 ’25Q3 ’25: $4MQ4 ’25: $4MQ1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202696.7K$4M+1.21%
Q4 202596.6K$4M+1.26%
Q3 2025101.7K$4M+1.35%
Q2 202598.5K$4M+1.31%
Q1 202597.5K$3M+1.12%
Q4 2024191.5K$7M+2.15%
Q3 2024193.1K$7M+2.31%
Q2 2024203.6K$7M+2.31%
Q1 2024215.0K$7M+2.59%
Q4 2023188.0K$5M+2.28%
Q3 2023193.6K$5M+2.26%
Q2 2023160.2K$4M+2.06%
Q1 2023130.7K$3M+1.59%
Q4 2022101.7K$2M+1.19%
Q3 202263.7K$1M+0.73%
Q2 202231.5K$734,000+0.37%
Q4 202130.9K$896,000+0.36%
Q3 202128.4K$754,000+0.33%
Q2 202128.4K$767,000+0.42%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Usadvisors Wealth Management, LLC’s full portfolio or all institutional holders of DFAC.