Ownership history in Divergent Planning, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Divergent Planning, LLC reported a position in DIMENSIONAL ETF TRUST (DFAS). 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 | ADDED | 361,021 | +19,476 | +5.7% | 6.49% | $25.4M | $69.67 |
| 2025 Q3 | ADDED | 341,545 | +304,556 | +823.4% | 6.53% | $22.1M | $68.27 |
| 2025 Q2 | REDUCED | 36,989 | -434,581 | -92.2% | 0.89% | $2.4M | $63.36 |
| 2025 Q1 | ADDED | 471,570 | +16,163 | +3.5% | 9.52% | $28.7M | $59.26 |
| 2024 Q4 | ADDED | 455,407 | +296,739 | +187.0% | 9.99% | $29.2M | $64.41 |
| 2024 Q3 | ADDED | 158,668 | +6,771 | +4.5% | 3.81% | $10.2M | $64.02 |
| 2024 Q2 | ADDED | 151,897 | +5,254 | +3.6% | 3.62% | $9.1M | $59.15 |
| 2024 Q1 | INITIATED | 146,643 | — | — | 3.82% | $9.1M | — |
As of 2025 Q4 — sorted by position size