Ownership history in DDFG, Inc · 13 quarters on record
This page tracks every 13F SEC filing in which DDFG, Inc reported a position in DIMENSIONAL ETF TRUST (DFAE). 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 | REDUCED | 351,719 | -2,158 | -0.6% | 2.51% | $11.5M | $32.57 |
| 2025 Q3 | REDUCED | 353,877 | -14,683 | -4.0% | 2.58% | $11.2M | $31.33 |
| 2025 Q2 | ADDED | 368,560 | +1,266 | +0.3% | 2.68% | $10.7M | $28.56 |
| 2025 Q1 | REDUCED | 367,294 | -110,955 | -23.2% | 2.64% | $9.5M | $25.33 |
As of 2025 Q4 — sorted by position size