RCS Financial Planning, LLC DEHP — DIMENSIONAL ETF TRUST

Ownership history in RCS Financial Planning, LLC  ·  14 quarters on record

AI Ownership Summary

RCS Financial Planning, LLC reported DIMENSIONAL ETF TRUST (DEHP) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.8% in 2023 Q4. The latest visible filing shows DEHP at 0.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DEHP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RCS Financial Planning, LLC's position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DEHP was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.8% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DEHP stock page RCS Financial Planning, LLC fund profile RCS Financial Planning, LLC full holdings
How RCS Financial Planning, LLC held DEHP — position size vs. price
% of Fund (quarterly)    DEHP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 11,197 -509 -4.3% 0.20% $378K 2026-04-21 $37.67
2025 Q4 REDUCED 9.4% +4.9% ❌ 11,706 -1,214 -9.4% 0.16% $378K 2026-01-15 $34.08
2025 Q3 REDUCED 7.7% +5.9% ❌ 12,920 -1,075 -7.7% 0.17% $395K 2025-11-05 $31.85
2025 Q2 REDUCED 27.0% +9.2% ❌ 13,995 -5,177 -27.0% 0.19% $392K 2025-07-28 $28.09
2025 Q1 REDUCED — — — 19,172 -101 -0.5% 0.26% $484K 2025-04-25 $24.59
2024 Q4 ADDED — — — 19,273 +90 +0.5% 0.25% $477K 2025-01-23 $24.71
2024 Q3 REDUCED — — — 19,183 -388 -2.0% 0.29% $515K 2024-10-22 $25.91
2024 Q2 REDUCED 55.8% +4.2% ❌ 19,571 -24,732 -55.8% 0.30% $509K 2024-07-22 $25.16
2024 Q1 REDUCED 12.4% +5.7% ❌ 44,303 -6,264 -12.4% 0.68% $1.1M 2024-04-26 $23.82
2023 Q4 ADDED — — — 50,567 +2,678 +5.6% 0.80% $1.2M 2024-02-08 $22.85
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DEHP

As of 2026 Q1 — sorted by position size

Three Arch Wealth Management LLC 3.6% Unison Advisors LLC 3Y 7Y 2.33% Capstone Wealth Management, Inc. 2.27% von Borstel & Associates, Inc. 1.89% CSP Financial Group, LLC 1.55% United Wealth Management, LLC 1.44% Corus Family Wealth Advisors 3Y 1.43% Broadhurst Jeffrey B 1.34% Wealth Advisors Northwest LLC 1.28% Foundry Financial LLC 1.2%

FAQ About RCS Financial Planning, LLC and DEHP

These are the practical questions this page is built to answer before you even open the full history table.

How long has RCS Financial Planning, LLC reported owning DEHP?

RCS Financial Planning, LLC reported DEHP across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DEHP position in RCS Financial Planning, LLC's portfolio?

The largest reported portfolio weight for DEHP was 0.80% in 2023 Q4.

What is the latest reported DEHP position on this page?

The most recent filing on this page is 2026 Q1, when RCS Financial Planning, LLC reported 11,197 shares, equal to 0.20% of portfolio, with an estimated market value of $378K.

What does the chart on this DEHP ownership page compare?

The chart compares RCS Financial Planning, LLC's quarterly DEHP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did RCS Financial Planning, LLC time their DEHP position?

Based on 13F filing dates vs. subsequent DEHP price moves, RCS Financial Planning, LLC correctly timed 4 out of 13 reported position changes (31%). The annualised alpha on DEHP relative to SPY over the holding period was -3.1%.

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