DFCF — DIMENSIONAL ETF TRUST

Ownership history in Meredith Wealth Planning  ·  13 quarters on record

This page tracks every 13F SEC filing in which Meredith Wealth Planning 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.

Peak position
4.46% (2025 Q1)
Avg. % of fund
3.86%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 301,384 +11,088 +3.8% 3.82% $12.8M $42.44
2025 Q3 ADDED 290,296 +24,243 +9.1% 3.93% $12.4M $42.01
2025 Q2 ADDED 266,053 +25,708 +10.7% 4.08% $11.2M $41.06
2025 Q1 ADDED 240,345 +8,941 +3.9% 4.46% $10.1M $40.38
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFCF price (monthly, adj. close)

Other funds also holding DFCF

As of 2025 Q4 — sorted by position size

Ferguson Johnson Wealth Management Inc 23.41% Core Wealth Management, Inc. 3Y 22.72% Creative Capital Management Investments LLC 3Y 15.91% Great Waters Wealth Management 3Y 14.58% Wheels Up Wealth, Inc. 14.22% Grunden Financial Advisory, Inc. 13.87% WPWealth LLP 3Y 13.24% Hiley Hunt Wealth Management 13.1% Truepoint, Inc. 3Y 7Y 12.01% DiNuzzo Private Wealth, Inc. 11.31%
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