DFGX — DIMENSIONAL ETF TRUST

Ownership history in PrairieView Partners, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which PrairieView Partners, LLC reported a position in DIMENSIONAL ETF TRUST (DFGX). 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
4.53% (2025 Q1)
Avg. % of fund
3.51%
First filed
2024 Q3
Last filed
2025 Q2
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 ADDED 850,209 +19,061 +2.3% 4.39% $45.4M $51.92
2025 Q1 ADDED 831,148 +33,211 +4.2% 4.53% $43.4M $50.84
2024 Q4 ADDED 797,937 +665,844 +504.1% 4.36% $41.7M $50.87
2024 Q3 INITIATED 132,093 — — 0.74% $7.1M $50.94
% of Fund (quarterly)    DFGX price (monthly, adj. close)

Other funds also holding DFGX

As of 2025 Q4 — sorted by position size

Elser Financial Planning, Inc 24.18% Alpha Financial Advisors, LLC 10.58% Private Wealth Management Group, LLC 8.22% Shotwell Rutter Baer Inc 8.05% Planning Center, Inc. 3Y 7.93% Hill Investment Group Partners, LLC 6.1% Yardley Wealth Management LLC 5.87% MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 3Y 7Y 5.33% Equita Financial Network, Inc. 5.26% Mattern Wealth Management LLC 3Y 3.55%
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