SEC 13F Intelligence

O'connor Financial Group LLC / DFEM

O'connor Financial Group LLC’s Dimensional Etf Trust Position

Does O'connor Financial Group LLC own Dimensional Etf Trust (DFEM)? Yes — 219.8K shares worth $8M (+3.11% of its 13F portfolio) as of Q1 2026, down from 220.7K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
219.8K
% of Portfolio
+3.11%
Quarters Held
9
currently held

Position History DFEM

Reported value by quarter
Q1 ’24: $5MQ1 ’24Q2 ’24: $5MQ3 ’24: $6MQ3 ’24Q4 ’24: $6MQ1 ’25: $6MQ1 ’25Q2 ’25: $7MQ3 ’25: $7MQ3 ’25Q4 ’25: $8MQ1 ’26: $8MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026219.8K$8M+3.11%
Q4 2025220.7K$8M+3.13%
Q3 2025225.8K$7M+3.04%
Q2 2025224.1K$7M+2.97%
Q1 2025214.3K$6M+2.95%
Q4 2024210.1K$6M+2.88%
Q3 2024204.0K$6M+3.02%
Q2 2024191.3K$5M+2.97%
Q1 2024187.4K$5M+2.85%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See O'connor Financial Group LLC’s full portfolio or all institutional holders of DFEM.