Bedel Financial Consulting, Inc. DFAI holdings history
DIMENSIONAL INTERNATIONAL CO · CUSIP 25434V203 · CIK 1730511
As of 2026-06-30, Bedel Financial Consulting, Inc. reported 1.58M DFAI (shares), valued at $65.28M, or 6.26% of its reported non-derivative portfolio. Filed 2026-07-29.
Verify history & sources →Shares increased 3.56%; reported value increased 9.65%, and weight changed -0.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 6.26% | 1,582,438 | SEC filing ↗Filed Jul 29, 2026 |
| Q1 2026 | 6.84% | 1,528,044 | SEC filing ↗Filed May 4, 2026 |
| Q4 2025 | 5.98% | 1,458,188 | SEC filing ↗Filed Jan 28, 2026 |
| Q3 2025 | 6.68% | 1,438,524 | SEC filing ↗Filed Nov 7, 2025 |
| Q2 2025 | 6.63% | 1,404,967 | SEC filing ↗Filed Aug 12, 2025 |
| Q1 2025 | 6.49% | 1,377,498 | SEC filing ↗Filed May 7, 2025 |
| Q4 2024 | 5.60% | 1,312,892 | SEC filing ↗Filed Feb 6, 2025 |
| Q3 2024 | 5.49% | 1,224,848 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 5.03% | 1,155,807 | SEC filing ↗Filed Aug 5, 2024 |
| Q1 2024 | 5.29% | 1,115,293 | SEC filing ↗Filed May 7, 2024 |
| Q4 2023 | 5.56% | 1,057,655 | SEC filing ↗Filed Feb 8, 2024Amended |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 5.56% | 1,057,655 | $30.29M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 5.29% | 1,115,293 | $33.70M | Shares increased 5.45%; reported value increased 11.27%, and weight changed -0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2024 |
| Q2 2024 | 5.03% | 1,155,807 | $34.29M | Shares increased 3.63%; reported value increased 1.75%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2024 |
| Q3 2024 | 5.49% | 1,224,848 | $38.93M | Shares increased 5.97%; reported value increased 13.51%, and weight changed +0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 5.60% | 1,312,892 | $40.32M | Shares increased 7.19%; reported value increased 3.58%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2025 |
| Q1 2025 | 6.49% | 1,377,498 | $45.26M | Shares increased 4.92%; reported value increased 12.27%, and weight changed +0.89 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2025 |
| Q2 2025 | 6.63% | 1,404,967 | $48.57M | Shares increased 1.99%; reported value increased 7.30%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2025 |
| Q3 2025 | 6.68% | 1,438,524 | $52.29M | Shares increased 2.39%; reported value increased 7.66%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 7, 2025 |
| Q4 2025 | 5.98% | 1,458,188 | $55.57M | Shares increased 1.37%; reported value increased 6.27%, and weight changed -0.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2026 |
| Q1 2026 | 6.84% | 1,528,044 | $59.53M | Shares increased 4.79%; reported value increased 7.13%, and weight changed +0.86 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 4, 2026 |
| Q2 2026 | 6.26% | 1,582,438 | $65.28M | Shares increased 3.56%; reported value increased 9.65%, and weight changed -0.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2026 |
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