Avion Wealth’s Dimensional Etf Trust Position
Does Avion Wealth own Dimensional Etf Trust (DFAC)? Yes — 264.1K shares worth $10M (+2.12% of its 13F portfolio) as of Q1 2026, down from 278.9K shares the prior filed quarter.
Position Value
$10M
Q1 2026
Shares
264.1K
% of Portfolio
+2.12%
Quarters Held
20
currently held
Position History DFAC
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 264.1K | $10M | +2.12% |
| Q4 2025 | 278.9K | $11M | +2.32% |
| Q3 2025 | 291.4K | $11M | +2.41% |
| Q2 2025 | 300.0K | $11M | +2.45% |
| Q1 2025 | 310.2K | $11M | +2.75% |
| Q4 2024 | 310.2K | $11M | +2.76% |
| Q3 2024 | 327.8K | $11M | +2.94% |
| Q2 2024 | 348.8K | $11M | +3.10% |
| Q1 2024 | 362.1K | $12M | +3.10% |
| Q4 2023 | 366.1K | $11M | +3.00% |
| Q3 2023 | 374.0K | $10M | +2.80% |
| Q2 2023 | 380.0K | $10M | +2.70% |
| Q1 2023 | 412.1K | $10M | +2.73% |
| Q4 2022 | 415.1K | $9M | +2.87% |
| Q3 2022 | 415.1K | $9M | +2.87% |
| Q2 2022 | 412.1K | $10M | +2.98% |
| Q1 2022 | 417.1K | $12M | +3.31% |
| Q4 2021 | 437.1K | $13M | +3.58% |
| Q3 2021 | 444.0K | $12M | +3.58% |
| Q2 2021 | 456.9K | $12M | +3.76% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Avion Wealth’s full portfolio or all institutional holders of DFAC.