BWM Planning, LLC DFGR — DIMENSIONAL ETF TRUST

Ownership history in BWM Planning, LLC  ·  8 quarters on record

AI Ownership Summary

BWM Planning, LLC reported DIMENSIONAL ETF TRUST (DFGR) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.63% in 2024 Q3. The latest visible filing shows DFGR at 0.22% 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 DFGR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BWM Planning, LLC'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

DFGR was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.63% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 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.

DFGR stock page BWM Planning, LLC fund profile BWM Planning, LLC full holdings
How BWM Planning, LLC held DFGR — position size vs. price
% of Fund (quarterly)    DFGR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 32,339 +4,797 +17.4% 0.22% $937K 2026-07-23 $29.68
2026 Q1 REDUCED 47.7% +11.2% ❌ 27,542 -25,137 -47.7% 0.19% $732K 2026-04-22 $28.21
2025 Q4 ADDED — — — 52,679 +2,904 +5.8% 0.37% $1.4M 2026-01-14 $26.74
2025 Q3 ADDED — — — 49,775 +14,656 +41.7% 0.40% $1.4M 2025-10-31 $26.06
2025 Q2 ADDED — — — 35,119 +8,032 +29.7% 0.32% $942K 2025-08-12 $25.66
2025 Q1 REDUCED 16.1% +2.9% ❌ 27,087 -5,181 -16.1% 0.30% $711K 2025-05-14 $24.86
2024 Q4 REDUCED 34.1% +3.0% ❌ 32,268 -16,687 -34.1% 0.36% $824K 2025-01-23 $24.62
2024 Q3 INITIATED — — — 48,955 — — 0.63% $1.4M 2024-10-09 $26.08

🏢 Other funds also holding DFGR

As of 2026 Q2 — sorted by position size

LifeGuide Financial Advisors, LLC 3Y 21.4% Verisail Partners, LLC 9.35% Guardian Wealth Management, LLC 7.41% Creative Capital Management Investments LLC 3Y 7.0% Forum Financial Management, LP 3Y 6.7% BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 5.46% DiNuzzo Private Wealth, Inc. 5.28% Rather & Kittrell, Inc. 3Y 4.83% JMG Financial Group, Ltd. 3Y 7Y 4.7% New Dimensions Wealth Management, LLC 4.46%

FAQ About BWM Planning, LLC and DFGR

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

How long has BWM Planning, LLC reported owning DFGR?

BWM Planning, LLC reported DFGR across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported DFGR position in BWM Planning, LLC's portfolio?

The largest reported portfolio weight for DFGR was 0.63% in 2024 Q3.

What is the latest reported DFGR position on this page?

The most recent filing on this page is 2026 Q2, when BWM Planning, LLC reported 32,339 shares, equal to 0.22% of portfolio, with an estimated market value of $937K.

What does the chart on this DFGR ownership page compare?

The chart compares BWM Planning, LLC's quarterly DFGR 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 BWM Planning, LLC time their DFGR position?

Based on 13F filing dates vs. subsequent DFGR price moves, BWM Planning, LLC correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on DFGR relative to SPY over the holding period was +519.3%.

← Back to BWM Planning, LLC Holdings