DFSD — DIMENSIONAL ETF TRUST

Ownership history in Essential Planning, LLC.  ·  12 quarters on record

This page tracks every 13F SEC filing in which Essential Planning, LLC. reported a position in DIMENSIONAL ETF TRUST (DFSD). 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
3.14% (2025 Q4)
Avg. % of fund
1.58%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 205,188 +61,762 +43.1% 3.14% $9.8M $47.95
2025 Q3 ADDED 143,426 +33,511 +30.5% 2.38% $6.9M $47.42
2025 Q2 ADDED 109,915 +14,791 +15.5% 1.96% $5.3M $46.72
2025 Q1 REDUCED 95,124 -4,073,423 -97.7% 1.82% $4.5M $45.83
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFSD price (monthly, adj. close)

Other funds also holding DFSD

As of 2025 Q4 — sorted by position size

Rachor Investment Advisory Services, LLC 35.8% Signature Resources Capital Management, LLC 16.52% Planning Center, Inc. 3Y 13.19% Ruedi Wealth Management, Inc. 3Y 13.1% Keyes, Stange & Wooten Wealth Management, LLC 12.48% Valued Wealth Advisors LLC 11.52% DiNuzzo Private Wealth, Inc. 10.66% Grunden Financial Advisory, Inc. 9.64% Rather & Kittrell, Inc. 3Y 9.51% MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 3Y 7Y 9.1%
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