Essential Planning, LLC. DUSB β€” DIMENSIONAL ETF TRUST

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

AI Ownership Summary

Essential Planning, LLC. reported DIMENSIONAL ETF TRUST (DUSB) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.23% in 2026 Q1. The latest visible filing shows DUSB at 0.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DUSB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Essential Planning, LLC.'s position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DUSB was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DUSB stock page Essential Planning, LLC. fund profile Essential Planning, LLC. full holdings
How Essential Planning, LLC. held DUSB β€” position size vs. price
% of Fund (quarterly)    DUSB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 14,491 +5,322 +58.0% 0.23% $735K 2026-04-23 $50.70
2025 Q4 ADDED β€” β€” β€” 9,169 +3,675 +66.9% 0.15% $464K 2026-01-15 $50.19
2025 Q3 ADDED β€” β€” β€” 5,494 +1,373 +33.3% 0.10% $279K 2025-10-28 $49.74
2025 Q2 ADDED β€” β€” β€” 4,121 +36 +0.9% 0.08% $209K 2025-08-14 $49.29
2025 Q1 REDUCED 96.1% +1.1% ❌ 4,085 -100,867 -96.1% 0.08% $207K 2025-05-08 $48.68
2024 Q4 INITIATED β€” β€” β€” 104,952 β€” β€” 0.03% $5.3M 2025-02-10 $48.16

🏒 Other funds also holding DUSB

As of 2026 Q1 β€” sorted by position size

Prudent Man Investment Management, Inc. 27.22% Planning Center, Inc. 3Y 18.25% Rachor Investment Advisory Services, LLC 10.23% Pillar Financial Advisors, LLC 10.08% American Capital Advisory, LLC 9.9% Wolfstich Capital, LLC 6.17% Johnson Wealth Management, LLC 5.55% Hiley Hunt Wealth Management 5.18% Foundry Financial LLC 5.17% Cogent Private Wealth, Inc. 5.14%

FAQ About Essential Planning, LLC. and DUSB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Essential Planning, LLC. reported owning DUSB?

Essential Planning, LLC. reported DUSB across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported DUSB position in Essential Planning, LLC.'s portfolio?

The largest reported portfolio weight for DUSB was 0.23% in 2026 Q1.

What is the latest reported DUSB position on this page?

The most recent filing on this page is 2026 Q1, when Essential Planning, LLC. reported 14,491 shares, equal to 0.23% of portfolio, with an estimated market value of $735K.

What does the chart on this DUSB ownership page compare?

The chart compares Essential Planning, LLC.'s quarterly DUSB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Essential Planning, LLC. time their DUSB position?

Based on 13F filing dates vs. subsequent DUSB price moves, Essential Planning, LLC. correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on DUSB relative to SPY over the holding period was -9.6%.

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