DFIC — DIMENSIONAL ETF TRUST

Ownership history in Essential Planning, LLC.  ·  6 quarters on record

This page tracks every 13F SEC filing in which Essential Planning, LLC. reported a position in DIMENSIONAL ETF TRUST (DFIC). 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
1.2% (2025 Q4)
Avg. % of fund
0.56%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 108,912 +29,961 +37.9% 1.20% $3.8M $34.46
2025 Q3 ADDED 78,951 +27,233 +52.7% 0.89% $2.6M $32.56
2025 Q2 ADDED 51,718 +14,651 +39.5% 0.60% $1.6M $30.75
2025 Q1 REDUCED 37,067 -790,726 -95.5% 0.41% $1.0M $27.09
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFIC price (monthly, adj. close)

Other funds also holding DFIC

As of 2025 Q4 — sorted by position size

Miramar Fiduciary Corp 3Y 55.56% CAPSTONE CAPITAL LLC 23.83% Syverson Strege & Co 3Y 16.86% Cannon Financial Strategists, Inc. 16.54% SwitchPoint Financial Planning, LLC 16.31% Kooman & Associates 3Y 16.25% Rachor Investment Advisory Services, LLC 15.45% Leading Edge Financial Planning LLC 3Y 14.52% BCU Wealth Advisors, LLC 14.29% Eaton-Cambridge Inc. 14.23%
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