SEC 13F Intelligence

Wj Wealth Management, LLC / DFAC

Wj Wealth Management, LLC’s Dimensional Etf Trust Position

Does Wj Wealth Management, LLC own Dimensional Etf Trust (DFAC)? Not currently — the last reported position was 203.5K shares worth $6M in Q4 2021; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$6M
Q4 2021
Shares
203.5K
% of Portfolio
+3.53%
Quarters Held
2
position exited

Position History DFAC

Reported value by quarter
Q3 ’21: $5MQ3 ’21Q4 ’21: $6MQ4 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2021203.5K$6M+3.53%
Q3 2021190.7K$5M+3.37%

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