Ownership history in MOLLER WEALTH PARTNERS · 8 quarters on record
This page tracks every 13F SEC filing in which MOLLER WEALTH PARTNERS 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 433,534 | -3,995 | -0.9% | 3.86% | $18.5M | $42.44 |
| 2025 Q3 | ADDED | 437,529 | +23,923 | +5.8% | 3.90% | $18.7M | $42.01 |
| 2025 Q2 | ADDED | 413,606 | +37,499 | +10.0% | 3.86% | $17.5M | $41.06 |
| 2025 Q1 | ADDED | 376,107 | +32,999 | +9.6% | 3.91% | $15.8M | $40.38 |
| 2024 Q4 | ADDED | 343,108 | +7,707 | +2.3% | 3.72% | $14.2M | $39.34 |
| 2024 Q3 | ADDED | 335,401 | +8,078 | +2.5% | 3.62% | $14.5M | $40.48 |
| 2024 Q2 | ADDED | 327,323 | +9,646 | +3.0% | 3.63% | $13.6M | $38.54 |
| 2024 Q1 | INITIATED | 317,677 | — | — | 3.61% | $13.3M | — |
As of 2025 Q4 — sorted by position size