Ownership history in Wealthquest Corp · 5 quarters on record
This page tracks every 13F SEC filing in which Wealthquest Corp reported a position in DIMENSIONAL US LARGE CAP VECTOR ETF (DFVX). 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 | REDUCED | 415,700 | -118,530 | -22.2% | 2.33% | $30.9M | $74.35 |
| 2025 Q3 | REDUCED | 534,230 | -994,178 | -65.0% | 3.10% | $38.8M | $72.52 |
| 2025 Q2 | ADDED | 1,528,408 | +143,812 | +10.4% | 8.31% | $105.3M | $68.48 |
| 2024 Q4 | ADDED | 1,384,596 | +60,170 | +4.5% | 7.36% | $90.4M | $64.46 |
As of 2025 Q4 — sorted by position size