Ownership history in MilWealth Group LLC · 9 quarters on record
This page tracks every 13F SEC filing in which MilWealth Group LLC 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 497,757 | +19,123 | +4.0% | 6.41% | $26.9M | $54.07 |
| 2025 Q3 | ADDED | 478,634 | +13,171 | +2.8% | 6.48% | $26.6M | $53.80 |
| 2025 Q2 | REDUCED | 465,463 | -972 | -0.2% | 6.53% | $25.4M | $52.76 |
| 2025 Q1 | ADDED | 466,435 | +10,559 | +2.3% | 6.86% | $24.9M | $51.69 |
| 2024 Q4 | ADDED | 455,876 | +19,545 | +4.5% | 6.57% | $24.1M | $51.06 |
| 2024 Q3 | ADDED | 436,331 | +14,571 | +3.5% | 7.05% | $24.0M | $51.77 |
| 2024 Q2 | ADDED | 421,760 | +10,849 | +2.6% | 7.04% | $22.3M | $49.47 |
| 2024 Q1 | ADDED | 410,911 | +10,019 | +2.5% | 6.99% | $21.9M | $49.54 |
| 2023 Q4 | INITIATED | 400,892 | — | — | 7.07% | $21.4M | — |
As of 2025 Q4 — sorted by position size