Ownership history in Wealth Dimensions Group, Ltd. · 13 quarters on record
This page tracks every 13F SEC filing in which Wealth Dimensions Group, Ltd. reported a position in DIMENSIONAL ETF TRUST (DFAR). 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 | 648,822 | +81,938 | +14.5% | 2.95% | $14.9M | $22.90 |
| 2025 Q3 | ADDED | 566,884 | +53,537 | +10.4% | 2.78% | $13.5M | $23.46 |
| 2025 Q2 | ADDED | 513,347 | +35,237 | +7.4% | 2.65% | $12.0M | $22.94 |
| 2025 Q1 | ADDED | 478,110 | +50,959 | +11.9% | 2.71% | $11.4M | $23.11 |
| 2024 Q4 | ADDED | 427,151 | +31,616 | +8.0% | 2.43% | $9.9M | $22.60 |
| 2024 Q3 | ADDED | 395,535 | +44,414 | +12.6% | 2.57% | $10.1M | $24.54 |
| 2024 Q2 | ADDED | 351,121 | +66,037 | +23.2% | 2.21% | $7.8M | $21.04 |
| 2024 Q1 | ADDED | 285,084 | +41,621 | +17.1% | 1.88% | $6.4M | $21.15 |
| 2023 Q4 | ADDED | 243,463 | +75,584 | +45.0% | 1.75% | $5.5M | $21.48 |
| 2023 Q3 | ADDED | 167,879 | +45,158 | +36.8% | 1.19% | $3.3M | $18.21 |
As of 2025 Q4 — sorted by position size