DFNM — DIMENSIONAL ETF TRUST

Ownership history in Meredith Wealth Planning  ·  7 quarters on record

This page tracks every 13F SEC filing in which Meredith Wealth Planning reported a position in DIMENSIONAL ETF TRUST (DFNM). 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
0.62% (2025 Q4)
Avg. % of fund
0.23%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 43,449 +24,049 +124.0% 0.62% $2.1M $48.03
2025 Q3 ADDED 19,400 +11,625 +149.5% 0.30% $931K $47.40
2025 Q2 ADDED 7,775 +1,285 +19.8% 0.13% $369K $46.51
2025 Q1 ADDED 6,490 +250 +4.0% 0.14% $309K $46.31
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFNM price (monthly, adj. close)

Other funds also holding DFNM

As of 2025 Q4 — sorted by position size

Waterford Advisors, LLC 3Y 9.31% Yardley Wealth Management LLC 7.75% Rather & Kittrell, Inc. 3Y 6.49% Mattern Wealth Management LLC 3Y 4.92% RAM Investment Partners, LLC 4.44% DOPKINS WEALTH MANAGEMENT, LLC 3Y 4.32% Wheelhouse Advisory Group LLC 4.16% SENTINEL WEALTH MANAGEMENT, INC. 4.11% Symmetry Partners, LLC 3Y 7Y 3.78% Austin Wealth Management, LLC 3.72%
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