DFGP — DIMENSIONAL ETF TRUST

Ownership history in Straight Path Wealth Management  ·  6 quarters on record

This page tracks every 13F SEC filing in which Straight Path Wealth Management reported a position in DIMENSIONAL ETF TRUST (DFGP). 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
8.4% (2024 Q3)
Avg. % of fund
7.34%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 435,642 +24,901 +6.1% 6.35% $23.6M $54.07
2025 Q3 ADDED 410,741 +19,464 +5.0% 6.16% $22.8M $53.80
2025 Q2 ADDED 391,277 +11,936 +3.1% 7.24% $21.3M $52.76
2025 Q1 ADDED 379,341 +12,439 +3.4% 8.20% $20.3M $51.69
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFGP price (monthly, adj. close)

Other funds also holding DFGP

As of 2025 Q4 — sorted by position size

von Borstel & Associates, Inc. 17.6% PENOBSCOT WEALTH MANAGEMENT 3Y 14.36% Ruedi Wealth Management, Inc. 3Y 13.02% Wheels Up Wealth, Inc. 10.54% WPWealth LLP 3Y 9.55% Symmetry Partners, LLC 3Y 7Y 7.91% MilWealth Group LLC 6.41% Forum Financial Management, LP 3Y 4.4% TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 3Y 4.03% Signature Resources Capital Management, LLC 3.92%
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