Ownership history in WEALTHSPAN PARTNERS, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which WEALTHSPAN PARTNERS, LLC reported a position in DIMENSIONAL ETF TRUST (DFCF). 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 | ADDED | 174,426 | +12,205 | +7.5% | 2.70% | $7.4M | $42.44 |
| 2025 Q3 | ADDED | 162,221 | +825 | +0.5% | 2.65% | $6.9M | $42.01 |
| 2025 Q2 | ADDED | 161,396 | +109 | +0.1% | 2.82% | $6.8M | $41.06 |
| 2025 Q1 | REDUCED | 161,287 | -1,993 | -1.2% | 3.13% | $6.8M | $40.38 |
| 2024 Q4 | ADDED | 163,280 | +2,071 | +1.3% | 3.22% | $6.7M | $39.34 |
| 2024 Q3 | ADDED | 161,209 | +19,561 | +13.8% | 3.44% | $7.0M | $40.48 |
| 2024 Q2 | ADDED | 141,648 | +11,962 | +9.2% | 3.25% | $5.9M | $38.54 |
| 2024 Q1 | ADDED | 129,686 | +13,072 | +11.2% | 3.21% | $5.4M | $38.47 |
| 2023 Q4 | ADDED | 116,614 | +7,863 | +7.2% | 3.46% | $4.9M | $38.62 |
| 2023 Q3 | ADDED | 108,751 | +53,199 | +95.8% | 3.47% | $4.4M | $36.13 |
As of 2025 Q4 — sorted by position size