DFAI — 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 (DFAI). 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
6.88% (2025 Q2)
Avg. % of fund
6.13%
First filed
2022 Q3
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 510,887 -11,758 -2.2% 6.21% $19.5M $38.11
2025 Q3 REDUCED 522,645 -12,155 -2.3% 6.54% $19.0M $36.11
2025 Q2 ADDED 534,800 +8,391 +1.6% 6.88% $18.5M $34.21
2025 Q1 REDUCED 526,409 -31,759,419 -98.4% 6.62% $16.4M $30.50
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAI price (monthly, adj. close)

Other funds also holding DFAI

As of 2025 Q4 — sorted by position size

SYM FINANCIAL Corp 3Y 7Y 25.87% Chico Wealth RIA 3Y 24.14% Monument Group Wealth Advisors, LLC 16.61% Moisand Fitzgerald Tamayo, LLC 3Y 7Y 15.61% Pioneer Wealth Management Group 15.27% Kure Advisory, LLC 15.19% Keyes, Stange & Wooten Wealth Management, LLC 13.13% Valued Wealth Advisors LLC 12.9% RAM Investment Partners, LLC 12.8% Marquette Asset Management, LLC 3Y 7Y 12.41%
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