Ownership history in Divergent Planning, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which Divergent Planning, LLC reported a position in DIMENSIONAL ETF TRUST (DFCF). 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 | 314,352 | -28,758 | -8.4% | 3.42% | $13.4M | $42.44 |
| 2025 Q3 | ADDED | 343,110 | +329,002 | +2332.0% | 4.28% | $14.5M | $42.01 |
| 2025 Q2 | REDUCED | 14,108 | -306,024 | -95.6% | 0.23% | $596K | $41.06 |
| 2025 Q1 | ADDED | 320,132 | +24,319 | +8.2% | 4.48% | $13.5M | $40.38 |
| 2024 Q4 | ADDED | 295,813 | +3,874 | +1.3% | 4.13% | $12.1M | $39.34 |
| 2024 Q3 | ADDED | 291,939 | +14,929 | +5.4% | 4.66% | $12.5M | $40.48 |
| 2024 Q2 | ADDED | 277,010 | +43,522 | +18.6% | 4.60% | $11.6M | $38.54 |
| 2024 Q1 | REDUCED | 233,488 | -78,722 | -25.2% | 4.11% | $9.7M | $38.47 |
| 2023 Q4 | ADDED | 312,210 | +7,593 | +2.5% | 6.39% | $13.2M | $38.62 |
| 2023 Q3 | ADDED | 304,617 | +7,929 | +2.7% | 6.63% | $12.3M | $36.13 |
As of 2025 Q4 — sorted by position size