DFIP — DIMENSIONAL ETF TRUST

Ownership history in Geometric Wealth Advisors  ·  9 quarters on record

This page tracks every 13F SEC filing in which Geometric Wealth Advisors reported a position in DIMENSIONAL ETF TRUST (DFIP). 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
3.58% (2025 Q1)
Avg. % of fund
2.8%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 525,921 +4,687 +0.9% 2.81% $21.9M $41.56
2025 Q3 ADDED 521,234 +22,410 +4.5% 2.93% $22.0M $41.62
2025 Q2 ADDED 498,824 +848 +0.2% 3.12% $20.9M $40.72
2025 Q1 ADDED 497,976 +46,864 +10.4% 3.58% $21.0M $40.37
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFIP price (monthly, adj. close)

Other funds also holding DFIP

As of 2025 Q4 — sorted by position size

Heirloom Wealth Management 3Y 10.53% Physician Wealth Solutions Inc. 6.93% Yardley Wealth Management LLC 5.96% Matson Money. Inc. 3Y 7Y 4.91% Leading Edge Financial Planning LLC 3Y 4.5% Planning Center, Inc. 3Y 4.31% Fortitude Family Office, LLC 4.14% Hill Investment Group Partners, LLC 3.97% Five Oceans Advisors 3Y 3.74% McCartney Wealth Management LLC 3.53%
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