Ownership history in Straight Path Wealth Management · 15 quarters on record
This page tracks every 13F SEC filing in which Straight Path Wealth Management reported a position in DIMENSIONAL ETF TRUST (DFAR). 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 | 288,441 | +24,153 | +9.1% | 1.78% | $6.6M | $22.90 |
| 2025 Q3 | ADDED | 264,288 | +39,730 | +17.7% | 1.70% | $6.3M | $23.46 |
| 2025 Q2 | ADDED | 224,558 | +18,091 | +8.8% | 1.79% | $5.3M | $22.94 |
| 2025 Q1 | ADDED | 206,467 | +20,554 | +11.1% | 1.99% | $4.9M | $23.11 |
| 2024 Q4 | ADDED | 185,913 | +8,543 | +4.8% | 1.71% | $4.3M | $22.60 |
| 2024 Q3 | ADDED | 177,370 | +8,592 | +5.1% | 1.96% | $4.5M | $24.54 |
| 2024 Q2 | ADDED | 168,778 | +27,920 | +19.8% | 1.92% | $3.7M | $21.04 |
| 2024 Q1 | ADDED | 140,858 | +13,953 | +11.0% | 1.77% | $3.2M | $21.15 |
| 2023 Q4 | ADDED | 126,905 | +20,512 | +19.3% | 1.69% | $2.9M | $21.48 |
| 2023 Q3 | ADDED | 106,393 | +12,444 | +13.2% | 1.41% | $2.1M | $18.21 |
As of 2025 Q4 — sorted by position size