Schwarz Dygos Wheeler Investment Advisors LLC / DFAU
Schwarz Dygos Wheeler Investment Advisors LLC’s Dimensional Etf Trust Position
Does Schwarz Dygos Wheeler Investment Advisors LLC own Dimensional Etf Trust (DFAU)? Yes — 523.2K shares worth $24M (+4.90% of its 13F portfolio) as of Q1 2026, down from 631.6K shares the prior filed quarter.
Position Value
$24M
Q1 2026
Shares
523.2K
% of Portfolio
+4.90%
Quarters Held
22
currently held
Position History DFAU
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 523.2K | $24M | +4.90% |
| Q4 2025 | 631.6K | $30M | +6.11% |
| Q3 2025 | 631.7K | $29M | +6.13% |
| Q2 2025 | 617.9K | $26M | +5.96% |
| Q1 2025 | 565.8K | $22M | +5.15% |
| Q4 2024 | 544.6K | $22M | +5.41% |
| Q3 2024 | 526.6K | $21M | +5.21% |
| Q2 2024 | 475.3K | $18M | +4.78% |
| Q1 2024 | 476.3K | $17M | +4.87% |
| Q4 2023 | 427.1K | $14M | +4.37% |
| Q3 2023 | 385.6K | $12M | +3.91% |
| Q2 2023 | 374.8K | $12M | +3.83% |
| Q1 2023 | 331.9K | $10M | +3.46% |
| Q4 2022 | 298.5K | $8M | +3.17% |
| Q3 2022 | 216.5K | $5M | +2.41% |
| Q2 2022 | 213.6K | $6M | +2.27% |
| Q1 2022 | 197.6K | $6M | +2.10% |
| Q4 2021 | 188.0K | $6M | +2.10% |
| Q3 2021 | 164.2K | $5M | +1.81% |
| Q2 2021 | 154.5K | $5M | +1.69% |
| Q1 2021 | 116.1K | $3M | +1.35% |
| Q4 2020 | 9.5K | $250,000 | +0.12% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Schwarz Dygos Wheeler Investment Advisors LLC’s full portfolio or all institutional holders of DFAU.