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.
| 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 |
| 2024 Q4 | ADDED | 317,224 | +14,258 | +4.7% | 3.29% | $8.3M | $25.54 |
| 2024 Q3 | ADDED | 302,966 | +24,194 | +8.7% | 3.67% | $8.5M | $27.27 |
| 2024 Q2 | ADDED | 278,772 | +31,394 | +12.7% | 3.83% | $7.5M | $25.65 |
| 2024 Q1 | ADDED | 247,378 | +23,266 | +10.4% | 3.54% | $6.3M | $24.29 |
| 2023 Q4 | ADDED | 224,112 | +33,279 | +17.4% | 3.28% | $5.6M | $23.75 |
| 2023 Q3 | ADDED | 190,833 | +15,672 | +8.9% | 3.02% | $4.4M | $22.07 |
As of 2025 Q4 — sorted by position size