Benson Investment Management Company, Inc. DFAI — DIMENSIONAL ETF TRUST

Ownership history in Benson Investment Management Company, Inc.  ·  5 quarters on record

AI Ownership Summary

Benson Investment Management Company, Inc. reported DIMENSIONAL ETF TRUST (DFAI) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 33.37% in 2026 Q1. The latest visible filing shows DFAI at 21.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFAI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Benson Investment Management Company, Inc.'s position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

DFAI was reported at 21.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
33.37% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DFAI stock page Benson Investment Management Company, Inc. fund profile Benson Investment Management Company, Inc. full holdings
How Benson Investment Management Company, Inc. held DFAI — position size vs. price
% of Fund (quarterly)    DFAI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 96,470 — 0% 21.19% $4.0M 2026-07-14 $41.36
2026 Q1 ADDED — — — 96,470 +81,092 +527.3% 33.37% $3.8M 2026-04-13 $40.53
2025 Q4 ADDED — — — 15,378 +2,198 +16.7% 0.20% $586K 2026-01-27 $39.97
2025 Q3 ADDED — — — 13,180 +16 +0.1% 0.16% $479K 2025-10-10 $34.94
2025 Q2 INITIATED — — — 13,164 — — 0.17% $455K 2025-07-24 $34.23

🏢 Other funds also holding DFAI

As of 2026 Q3 — sorted by position size

Pioneer Wealth Management Group 3Y 15.43% Kure Advisory, LLC 3Y 14.92% Marquette Asset Management, LLC 3Y 7Y 12.23% Mendota Financial Group, LLC 3Y 9.4% Spectrum Advisors, Inc. 9.24% BANNERMAN WEALTH MANAGEMENT GROUP, LLC 9.09% Trinity Financial Advisors LLC 3Y 8.77% Ledgewood Wealth Advisors, LLC 6.53% Veracity Capital LLC 3Y 5.22% Shira Ridge Wealth Management 3Y 3.88%

FAQ About Benson Investment Management Company, Inc. and DFAI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Benson Investment Management Company, Inc. reported owning DFAI?

Benson Investment Management Company, Inc. reported DFAI across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported DFAI position in Benson Investment Management Company, Inc.'s portfolio?

The largest reported portfolio weight for DFAI was 33.37% in 2026 Q1.

What is the latest reported DFAI position on this page?

The most recent filing on this page is 2026 Q2, when Benson Investment Management Company, Inc. reported 96,470 shares, equal to 21.19% of portfolio, with an estimated market value of $4.0M.

What does the chart on this DFAI ownership page compare?

The chart compares Benson Investment Management Company, Inc.'s quarterly DFAI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Benson Investment Management Company, Inc. time their DFAI position?

Based on 13F filing dates vs. subsequent DFAI price moves, Benson Investment Management Company, Inc. correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on DFAI relative to SPY over the holding period was +39660.7%.

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