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.
| 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 |
| 2024 Q3 | ADDED | 278,128 | +48,768 | +21.3% | 0.68% | $7.7M | $26.61 |
| 2024 Q2 | ADDED | 229,360 | +19,787 | +9.4% | 0.63% | $5.9M | $24.89 |
| 2024 Q1 | ADDED | 209,573 | +15,379 | +7.9% | 0.56% | $5.2M | $23.62 |
| 2023 Q4 | ADDED | 194,194 | +14,127 | +7.8% | 0.52% | $4.7M | $23.01 |
| 2023 Q3 | ADDED | 180,067 | +15,180 | +9.2% | 0.50% | $4.1M | $21.45 |
| 2023 Q2 | ADDED | 164,887 | +17,827 | +12.1% | 0.46% | $3.9M | $22.03 |
As of 2025 Q4 — sorted by position size