DFIC — 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 (DFIC). 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
9.26% (2025 Q2)
Avg. % of fund
7.18%
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 994,005 +44,403 +4.7% 9.24% $34.3M $34.46
2025 Q3 ADDED 949,602 +72,178 +8.2% 8.40% $31.1M $32.56
2025 Q2 ADDED 877,424 +60,104 +7.4% 9.26% $27.3M $30.75
2025 Q1 ADDED 817,320 +68,549 +9.2% 9.18% $22.7M $27.09
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFIC price (monthly, adj. close)

Other funds also holding DFIC

As of 2025 Q4 — sorted by position size

Miramar Fiduciary Corp 3Y 55.56% CAPSTONE CAPITAL LLC 23.83% Syverson Strege & Co 3Y 16.86% Cannon Financial Strategists, Inc. 16.54% SwitchPoint Financial Planning, LLC 16.31% Kooman & Associates 3Y 16.25% Rachor Investment Advisory Services, LLC 15.45% Leading Edge Financial Planning LLC 3Y 14.52% BCU Wealth Advisors, LLC 14.29% Eaton-Cambridge Inc. 14.23%
← Back to Straight Path Wealth Management Holdings