Ownership history in BLACK POINT WEALTH MANAGEMENT · 5 quarters on record
This page tracks every 13F SEC filing in which BLACK POINT WEALTH MANAGEMENT reported a position in DIMENSIONAL ETF TRUST (DFAC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q2 | REDUCED | 8,044 | -23,117 | -74.2% | 8.24% | $288K | $35.66 |
| 2025 Q1 | REDUCED | 31,161 | -118,637 | -79.2% | 5.95% | $1.0M | $32.72 |
| 2024 Q4 | ADDED | 149,798 | +14,461 | +10.7% | 5.99% | $5.2M | $34.23 |
| 2024 Q3 | ADDED | 135,337 | +5,385 | +4.1% | 5.38% | $4.6M | $33.84 |
| 2024 Q2 | INITIATED | 129,952 | — | — | 4.34% | $4.2M | — |
As of 2025 Q4 — sorted by position size