DFGP — DIMENSIONAL ETF TRUST

Ownership history in Meredith Wealth Planning  ·  8 quarters on record

This page tracks every 13F SEC filing in which Meredith Wealth Planning reported a position in DIMENSIONAL ETF TRUST (DFGP). 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
2.13% (2025 Q4)
Avg. % of fund
1.32%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 132,039 +39,238 +42.3% 2.13% $7.1M $54.07
2025 Q3 ADDED 92,801 +21,331 +29.8% 1.63% $5.2M $53.80
2025 Q2 ADDED 71,470 +7,222 +11.2% 1.41% $3.9M $52.76
2025 Q1 ADDED 64,248 +259 +0.4% 1.51% $3.4M $51.69
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFGP price (monthly, adj. close)

Other funds also holding DFGP

As of 2025 Q4 — sorted by position size

von Borstel & Associates, Inc. 17.6% PENOBSCOT WEALTH MANAGEMENT 3Y 14.36% Ruedi Wealth Management, Inc. 3Y 13.02% Wheels Up Wealth, Inc. 10.54% WPWealth LLP 3Y 9.55% Symmetry Partners, LLC 3Y 7Y 7.91% MilWealth Group LLC 6.41% Straight Path Wealth Management 3Y 6.35% Forum Financial Management, LP 3Y 4.4% TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 3Y 4.03%
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