Ownership history in WEALTHSPAN PARTNERS, LLC · 10 quarters on record
This page tracks every 13F SEC filing in which WEALTHSPAN PARTNERS, LLC reported a position in DIMENSIONAL ETF TRUST (DFAS). 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 | 60,701 | -579 | -0.9% | 1.54% | $4.2M | $69.67 |
| 2025 Q3 | ADDED | 61,280 | +450 | +0.7% | 1.60% | $4.2M | $68.27 |
| 2025 Q2 | REDUCED | 60,830 | -920 | -1.5% | 1.60% | $3.9M | $63.36 |
| 2025 Q1 | ADDED | 61,750 | +2,851 | +4.8% | 1.70% | $3.7M | $59.26 |
| 2024 Q4 | ADDED | 58,899 | +5,415 | +10.1% | 1.83% | $3.8M | $64.41 |
| 2024 Q3 | ADDED | 53,484 | +4,722 | +9.7% | 1.71% | $3.5M | $64.02 |
| 2024 Q2 | ADDED | 48,762 | +13,195 | +37.1% | 1.62% | $2.9M | $59.15 |
| 2024 Q1 | ADDED | 35,567 | +16,890 | +90.4% | 1.31% | $2.2M | $61.21 |
| 2023 Q4 | ADDED | 18,677 | +9,395 | +101.2% | 0.78% | $1.1M | $58.44 |
| 2023 Q3 | INITIATED | 9,282 | — | — | 0.38% | $487K | — |
As of 2025 Q4 — sorted by position size