SEC 13F Intelligence

Mowery & Schoenfeld Wealth Management, LLC / DFAC

Mowery & Schoenfeld Wealth Management, LLC’s Dimensional Etf Trust Position

Does Mowery & Schoenfeld Wealth Management, LLC own Dimensional Etf Trust (DFAC)? Yes — 91.8K shares worth $4M (+5.45% of its 13F portfolio) as of Q1 2026, down from 93.2K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
91.8K
% of Portfolio
+5.45%
Quarters Held
9
currently held

Position History DFAC

Reported value by quarter
Q1 ’24: $5MQ1 ’24Q2 ’24: $7MQ3 ’24: $7MQ3 ’24Q4 ’24: $3MQ1 ’25: $3MQ1 ’25Q2 ’25: $4MQ3 ’25: $4MQ3 ’25Q4 ’25: $4MQ1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202691.8K$4M+5.45%
Q4 202593.2K$4M+5.35%
Q3 202595.7K$4M+6.34%
Q2 2025101.1K$4M+5.50%
Q1 202598.4K$3M+6.36%
Q4 202498.2K$3M+6.61%
Q3 2024216.0K$7M+11.70%
Q2 2024220.8K$7M+10.22%
Q1 2024153.9K$5M+9.48%

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