Ownership history in WEALTHSPAN PARTNERS, LLC · 11 quarters on record
This page tracks every 13F SEC filing in which WEALTHSPAN PARTNERS, LLC reported a position in DIMENSIONAL ETF TRUST (DFAC). 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 | 82,893 | -3,983 | -4.6% | 1.19% | $3.3M | $39.59 |
| 2025 Q3 | ADDED | 86,876 | +2,573 | +3.1% | 1.28% | $3.4M | $38.48 |
| 2025 Q2 | REDUCED | 84,303 | -5,841 | -6.5% | 1.25% | $3.0M | $35.66 |
| 2025 Q1 | REDUCED | 90,144 | -117 | -0.1% | 1.37% | $3.0M | $32.72 |
| 2024 Q4 | REDUCED | 90,261 | -4,126 | -4.4% | 1.49% | $3.1M | $34.23 |
| 2024 Q3 | ADDED | 94,387 | +2,045 | +2.2% | 1.60% | $3.2M | $33.84 |
| 2024 Q2 | ADDED | 92,342 | +3,474 | +3.9% | 1.64% | $3.0M | $31.72 |
| 2024 Q1 | ADDED | 88,868 | +20,346 | +29.7% | 1.67% | $2.8M | $31.35 |
| 2023 Q4 | ADDED | 68,522 | +38,629 | +129.2% | 1.40% | $2.0M | $28.62 |
| 2023 Q3 | ADDED | 29,893 | +18,544 | +163.4% | 0.62% | $783K | $25.56 |
As of 2025 Q4 — sorted by position size