Ownership history in VANCE WEALTH, LLC · 11 quarters on record
This page tracks every 13F SEC filing in which VANCE WEALTH, LLC reported a position in DIMENSIONAL ETF TRUST (DFAT). 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 | 163,846 | +6,278 | +4.0% | 2.90% | $9.8M | $59.54 |
| 2025 Q3 | ADDED | 157,568 | +1,696 | +1.1% | 2.82% | $9.2M | $57.98 |
| 2025 Q2 | ADDED | 155,872 | +14,801 | +10.5% | 2.84% | $8.4M | $53.49 |
| 2025 Q1 | ADDED | 141,071 | +130,597 | +1246.9% | 2.73% | $7.3M | $50.81 |
| 2024 Q4 | REDUCED | 10,474 | -2,629 | -20.1% | 0.23% | $583K | $54.76 |
| 2024 Q3 | ADDED | 13,103 | +802 | +6.5% | 0.28% | $729K | $54.53 |
| 2024 Q2 | ADDED | 12,301 | +45 | +0.4% | 0.26% | $638K | $50.66 |
| 2024 Q1 | ADDED | 12,256 | +738 | +6.4% | 0.27% | $667K | $52.94 |
| 2023 Q4 | ADDED | 11,518 | +4,561 | +65.6% | 0.26% | $603K | $50.80 |
| 2023 Q3 | ADDED | 6,957 | +2,146 | +44.6% | 0.15% | $318K | $44.18 |
As of 2025 Q4 — sorted by position size