DFAE — DFA

Ownership history in Wealthquest Corp  ·  18 quarters on record

This page tracks every 13F SEC filing in which Wealthquest Corp reported a position in DFA (DFAE). 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
0.95% (2025 Q3)
Avg. % of fund
0.49%
First filed
2021 Q1
Last filed
2025 Q4
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 221,841 -156,576 -41.4% 0.55% $7.2M $32.57
2025 Q3 REDUCED 378,417 -18,173 -4.6% 0.95% $11.9M $31.33
2025 Q2 ADDED 396,590 +90,173 +29.4% 0.91% $11.5M $28.56
2024 Q4 ADDED 306,417 +28,289 +10.2% 0.63% $7.8M $24.77
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAE price (monthly, adj. close)

Other funds also holding DFAE

As of 2025 Q4 — sorted by position size

Chico Wealth RIA 3Y 9.36% Aquire Wealth Advisors, LLC 3Y 9.16% Morling Financial Advisors, LLC 3Y 7.77% CPA Asset Management Group, LLC 3Y 7.67% RAM Investment Partners, LLC 7.59% Avondale Wealth Management 3Y 7Y 6.46% Great Point Wealth Advisors, LLC 3Y 7Y 6.4% Pioneer Wealth Management Group 6.05% Keyes, Stange & Wooten Wealth Management, LLC 6.01% Creative Capital Management Investments LLC 3Y 5.92%
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