DFAC — DIMENSIONAL ETF TRUST

Ownership history in Essential Planning, LLC.  ·  14 quarters on record

This page tracks every 13F SEC filing in which Essential Planning, 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.

Peak position
2.53% (2025 Q4)
Avg. % of fund
0.99%
First filed
2022 Q3
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 200,754 +46,395 +30.1% 2.53% $7.9M $39.59
2025 Q3 ADDED 154,359 +42,933 +38.5% 2.05% $6.0M $38.48
2025 Q2 ADDED 111,426 +23,154 +26.2% 1.49% $4.0M $35.66
2025 Q1 REDUCED 88,272 -3,852,398 -97.8% 1.17% $2.9M $32.72
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAC price (monthly, adj. close)

Other funds also holding DFAC

As of 2025 Q4 — sorted by position size

Onyx Financial Advisors, LLC 3Y 60.88% CAPSTONE CAPITAL LLC 46.7% SJS Investment Consulting Inc. 3Y 45.64% Warburton Capital Management, LLC 45.47% BCU Wealth Advisors, LLC 44.02% Geometric Wealth Advisors 3Y 43.65% ANDREWS, LUCIA WEALTH MANAGEMENT LLC 3Y 43.51% Chico Wealth RIA 3Y 43.44% Monument Group Wealth Advisors, LLC 42.47% Shearwater Capital LLC 3Y 38.46%
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