DFCF — 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 (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
3.9% (2024 Q1)
Avg. % of fund
3.24%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 246,127 +21,216 +9.4% 3.34% $10.5M $42.44
2025 Q3 REDUCED 224,911 -2,897 -1.3% 3.31% $9.6M $42.01
2025 Q2 ADDED 227,808 +9,659 +4.4% 3.58% $9.6M $41.06
2025 Q1 REDUCED 218,149 -11,339,026 -98.1% 3.70% $9.2M $40.38
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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