Ownership history in Cedar Wealth Management, LLC · 18 quarters on record
This page tracks every 13F SEC filing in which Cedar Wealth Management, LLC 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 Q4 | UNCHANGED | 302,298 | — | 0% | 3.58% | $12.0M | $39.59 |
| 2025 Q3 | UNCHANGED | 302,298 | — | 0% | 3.57% | $11.7M | $38.48 |
| 2025 Q2 | UNCHANGED | 302,298 | — | 0% | 3.67% | $10.8M | $35.66 |
| 2025 Q1 | UNCHANGED | 302,298 | — | 0% | 3.55% | $10.0M | $32.72 |
| 2024 Q4 | UNCHANGED | 302,298 | — | 0% | 3.78% | $10.5M | $34.23 |
| 2024 Q3 | UNCHANGED | 302,298 | — | 0% | 3.22% | $10.4M | $33.84 |
| 2024 Q2 | UNCHANGED | 302,298 | — | 0% | 3.16% | $9.7M | $31.72 |
| 2024 Q1 | UNCHANGED | 302,298 | — | 0% | 3.18% | $9.7M | $31.35 |
| 2023 Q4 | UNCHANGED | 302,298 | — | 0% | 3.22% | $8.8M | $28.62 |
| 2023 Q3 | UNCHANGED | 302,298 | — | 0% | 3.13% | $7.9M | $25.56 |
As of 2025 Q4 — sorted by position size