DGCB — DIMENSIONAL ETF TRUST

Ownership history in Meredith Wealth Planning  ·  6 quarters on record

This page tracks every 13F SEC filing in which Meredith Wealth Planning reported a position in DIMENSIONAL ETF TRUST (DGCB). 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
0.87% (2025 Q3)
Avg. % of fund
0.71%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 46,796 -2,918 -5.9% 0.76% $2.5M $54.24
2025 Q3 ADDED 49,714 +10,994 +28.4% 0.87% $2.8M $53.92
2025 Q2 ADDED 38,720 +3,986 +11.5% 0.76% $2.1M $52.73
2025 Q1 ADDED 34,734 +2,120 +6.5% 0.81% $1.8M $51.70
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DGCB price (monthly, adj. close)

Other funds also holding DGCB

As of 2025 Q4 — sorted by position size

DRAVO BAY LLC 3Y 5.44% Mattern Wealth Management LLC 3Y 2.59% DiNuzzo Private Wealth, Inc. 1.94% TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 3Y 1.72% Foundry Financial LLC 1.4% Vestmark Advisory Solutions, Inc. 3Y 1.13% TCFG WEALTH MANAGEMENT, LLC 1.05% Two West Capital Advisors LLC 0.89% C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3Y 0.42% Nalls Sherbakoff Group, LLC 0.37%
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