SEC 13F Intelligence

Seamount Financial Group Inc / DFAU

Seamount Financial Group Inc’s Dimensional Etf Trust Position

Does Seamount Financial Group Inc own Dimensional Etf Trust (DFAU)? Yes — 85.8K shares worth $4M (+1.75% of its 13F portfolio) as of Q1 2026, up from 81.8K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
85.8K
% of Portfolio
+1.75%
Quarters Held
10
currently held

Position History DFAU

Reported value by quarter
Q4 ’23: $2MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ2 ’24Q3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $3MQ2 ’25: $3MQ2 ’25Q3 ’25: $4MQ4 ’25: $4MQ4 ’25Q1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202685.8K$4M+1.75%
Q4 202581.8K$4M+1.74%
Q3 202580.3K$4M+1.74%
Q2 202581.2K$3M+1.77%
Q1 202575.8K$3M+1.98%
Q4 202474.9K$3M+2.09%
Q3 202479.7K$3M+2.38%
Q2 202479.7K$3M+2.44%
Q1 202480.3K$3M+2.57%
Q4 202371.3K$2M+2.27%

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