DFSD — DFA

Ownership history in Wealthquest Corp  ·  6 quarters on record

This page tracks every 13F SEC filing in which Wealthquest Corp reported a position in DFA (DFSD). 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
2.65% (2025 Q4)
Avg. % of fund
1.4%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 731,031 +76,030 +11.6% 2.65% $35.1M $47.95
2025 Q3 ADDED 655,001 +49,389 +8.2% 2.52% $31.6M $47.42
2025 Q2 ADDED 605,612 +563,137 +1325.8% 2.29% $29.1M $46.72
2022 Q3 REDUCED 42,475 -2,217 -5.0% 0.27% $2.0M $40.12
2022 Q2 UNCHANGED 44,692 — 0% 0.34% $2.2M $40.67
2021 Q4 INITIATED 44,692 — — 0.34% $2.2M $43.07
% of Fund (quarterly)    DFSD price (monthly, adj. close)

Other funds also holding DFSD

As of 2025 Q4 — sorted by position size

Rachor Investment Advisory Services, LLC 35.8% Signature Resources Capital Management, LLC 16.52% Planning Center, Inc. 3Y 13.19% Ruedi Wealth Management, Inc. 3Y 13.1% Keyes, Stange & Wooten Wealth Management, LLC 12.48% Valued Wealth Advisors LLC 11.52% DiNuzzo Private Wealth, Inc. 10.66% Grunden Financial Advisory, Inc. 9.64% Rather & Kittrell, Inc. 3Y 9.51% MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 3Y 7Y 9.1%
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