DFAE — DIMENSIONAL ETF TRUST

Ownership history in Essential Planning, LLC.  ·  13 quarters on record

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

Peak position
2.76% (2025 Q2)
Avg. % of fund
2.58%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 244,098 -7,674 -3.0% 2.54% $8.0M $32.57
2025 Q3 REDUCED 251,772 -4,301 -1.7% 2.73% $7.9M $31.33
2025 Q2 ADDED 256,073 +4,670 +1.9% 2.76% $7.4M $28.56
2025 Q1 REDUCED 251,403 -15,292,921 -98.4% 2.62% $6.5M $25.33
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAE price (monthly, adj. close)

Other funds also holding DFAE

As of 2025 Q4 — sorted by position size

Chico Wealth RIA 3Y 9.36% Aquire Wealth Advisors, LLC 3Y 9.16% Morling Financial Advisors, LLC 3Y 7.77% CPA Asset Management Group, LLC 3Y 7.67% RAM Investment Partners, LLC 7.59% Avondale Wealth Management 3Y 7Y 6.46% Great Point Wealth Advisors, LLC 3Y 7Y 6.4% Pioneer Wealth Management Group 6.05% Keyes, Stange & Wooten Wealth Management, LLC 6.01% Creative Capital Management Investments LLC 3Y 5.92%
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