DFCF — DIMENSIONAL ETF TRUST

Ownership history in DIVERSIFY WEALTH MANAGEMENT, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which DIVERSIFY WEALTH MANAGEMENT, 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.

Peak position
1.54% (2024 Q2)
Avg. % of fund
1.01%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 389,673 +47,062 +13.7% 0.78% $16.6M $42.44
2025 Q3 REDUCED 342,611 -6,009 -1.7% 0.85% $14.7M $42.01
2025 Q2 ADDED 348,620 +35,638 +11.4% 0.91% $14.8M $41.06
2025 Q1 ADDED 312,982 +32,988 +11.8% 0.98% $13.1M $40.38
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% of Fund (quarterly)    DFCF price (monthly, adj. close)

Other funds also holding DFCF

As of 2025 Q4 — sorted by position size

Ferguson Johnson Wealth Management Inc 23.41% Core Wealth Management, Inc. 3Y 22.72% Creative Capital Management Investments LLC 3Y 15.91% Great Waters Wealth Management 3Y 14.58% Wheels Up Wealth, Inc. 14.22% Grunden Financial Advisory, Inc. 13.87% WPWealth LLP 3Y 13.24% Hiley Hunt Wealth Management 13.1% Truepoint, Inc. 3Y 7Y 12.01% DiNuzzo Private Wealth, Inc. 11.31%
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