Ownership history in FinDec Wealth Services, Inc. · 13 quarters on record
This page tracks every 13F SEC filing in which FinDec Wealth Services, Inc. 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 124,953 | +627 | +0.5% | 5.70% | $5.3M | $42.44 |
| 2025 Q3 | ADDED | 124,326 | +4,913 | +4.1% | 5.50% | $5.3M | $42.01 |
| 2025 Q2 | ADDED | 119,413 | +7,630 | +6.8% | 5.28% | $5.0M | $41.06 |
| 2025 Q1 | REDUCED | 111,783 | -99,044 | -47.0% | 4.65% | $4.7M | $40.38 |
| 2024 Q4 | REDUCED | 210,827 | -8,841 | -4.0% | 6.04% | $8.7M | $39.34 |
| 2024 Q3 | ADDED | 219,668 | +10,604 | +5.1% | 5.51% | $9.5M | $40.48 |
| 2024 Q2 | ADDED | 209,064 | +49,366 | +30.9% | 5.48% | $8.7M | $38.54 |
| 2024 Q1 | REDUCED | 159,698 | -4,152 | -2.5% | 4.21% | $6.7M | $38.47 |
| 2023 Q4 | REDUCED | 163,850 | -466 | -0.3% | 4.64% | $6.9M | $38.62 |
| 2023 Q3 | ADDED | 164,316 | +722 | +0.4% | 4.79% | $6.6M | $36.13 |
As of 2025 Q4 — sorted by position size