Keudell/Morrison Wealth Management DFAC — DIMENSIONAL ETF TRUST

Ownership history in Keudell/Morrison Wealth Management  ·  17 quarters on record

AI Ownership Summary

Keudell/Morrison Wealth Management reported DIMENSIONAL ETF TRUST (DFAC) in 17 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 5.55% in 2026 Q1. The latest visible filing shows DFAC at 5.55% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DFAC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Keudell/Morrison Wealth Management'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 Q1

DFAC was reported at 5.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.55% 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
2023 Q4 to 2026 Q1

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.

DFAC stock page Keudell/Morrison Wealth Management fund profile Keudell/Morrison Wealth Management full holdings
How Keudell/Morrison Wealth Management held DFAC — position size vs. price
% of Fund (quarterly)    DFAC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 698,277 +246,152 +54.4% 5.55% $27.1M 2026-04-20 $42.13
2025 Q4 ADDED — — — 452,125 +14,376 +3.3% 3.76% $17.9M 2026-02-06 $41.19
2025 Q2 ADDED — — — 437,749 +90,223 +26.0% 3.48% $15.7M 2025-07-22 $36.38
2025 Q1 REDUCED 15.3% +9.0% ❌ 347,526 -62,682 -15.3% 2.70% $11.5M 2025-04-23 $31.06
2024 Q4 REDUCED — — — 410,208 -1,719 -0.4% 3.70% $14.2M 2025-01-23 $35.63
2024 Q3 REDUCED 15.0% +1.3% ❌ 411,927 -72,823 -15.0% 3.83% $14.1M 2024-10-31 $33.48
2024 Q2 ADDED — — — 484,750 +23,225 +5.0% 4.57% $15.6M 2024-07-16 $33.23
2024 Q1 REDUCED — — — 461,525 -15,041 -3.2% 4.46% $14.7M 2024-05-07 $30.71
2023 Q4 REDUCED — — — 476,566 -10,449 -2.1% 4.60% $13.9M 2024-02-14 $29.40
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DFAC

As of 2026 Q1 — sorted by position size

Onyx Financial Advisors, LLC 3Y 59.32% CAPSTONE CAPITAL LLC 46.03% BCU Wealth Advisors, LLC 44.31% SJS Investment Consulting Inc. 3Y 43.82% Monument Group Wealth Advisors, LLC 43.7% Chico Wealth RIA 3Y 42.61% Geometric Wealth Advisors 3Y 42.32% Warburton Capital Management, LLC 40.24% ANDREWS, LUCIA WEALTH MANAGEMENT LLC 3Y 39.46% HFM Investment Advisors, LLC 39.16%

FAQ About Keudell/Morrison Wealth Management and DFAC

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

How long has Keudell/Morrison Wealth Management reported owning DFAC?

Keudell/Morrison Wealth Management reported DFAC across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DFAC position in Keudell/Morrison Wealth Management's portfolio?

The largest reported portfolio weight for DFAC was 5.55% in 2026 Q1.

What is the latest reported DFAC position on this page?

The most recent filing on this page is 2026 Q1, when Keudell/Morrison Wealth Management reported 698,277 shares, equal to 5.55% of portfolio, with an estimated market value of $27.1M.

What does the chart on this DFAC ownership page compare?

The chart compares Keudell/Morrison Wealth Management's quarterly DFAC 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 Keudell/Morrison Wealth Management time their DFAC position?

Based on 13F filing dates vs. subsequent DFAC price moves, Keudell/Morrison Wealth Management correctly timed 7 out of 16 reported position changes (44%). The annualised alpha on DFAC relative to SPY over the holding period was -0.9%.

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