DFEM — DIMENSIONAL ETF TRUST

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 (DFEM). 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
3.92% (2025 Q4)
Avg. % of fund
3.07%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 439,108 +17,154 +4.1% 3.92% $14.5M $33.08
2025 Q3 ADDED 421,954 +33,936 +8.7% 3.65% $13.5M $31.87
2025 Q2 ADDED 388,018 +37,534 +10.7% 3.91% $11.5M $29.26
2025 Q1 ADDED 350,484 +33,260 +10.5% 3.75% $9.3M $25.86
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFEM price (monthly, adj. close)

Other funds also holding DFEM

As of 2025 Q4 — sorted by position size

Miramar Fiduciary Corp 3Y 25.18% EnRich Financial Partners LLC 11.56% CAPSTONE CAPITAL LLC 11.37% Kooman & Associates 3Y 9.89% Your Advocates Ltd., LLP 3Y 9.37% GREAT OAK CAPITAL PARTNERS, LLC 9.25% Seaside Wealth Management, Inc. 3Y 9.04% Cravens & Co Advisors, LLC 3Y 8.67% Sensible Money, LLC 7.65% Forum Financial Management, LP 3Y 7.57%
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