DFGP — DIMENSIONAL ETF TRUST

Ownership history in Wheels Up Wealth, Inc.  ·  1 quarter on record

This page tracks every 13F SEC filing in which Wheels Up Wealth, Inc. reported a position in DIMENSIONAL ETF TRUST (DFGP). 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.

Peak position
10.54% (2025 Q4)
Avg. % of fund
10.54%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 209,179 — — 10.54% $11.3M $54.07
% of Fund (quarterly)    DFGP price (monthly, adj. close)

Other funds also holding DFGP

As of 2025 Q4 — sorted by position size

von Borstel & Associates, Inc. 17.6% PENOBSCOT WEALTH MANAGEMENT 3Y 14.36% Ruedi Wealth Management, Inc. 3Y 13.02% WPWealth LLP 3Y 9.55% Symmetry Partners, LLC 3Y 7Y 7.91% MilWealth Group LLC 6.41% Straight Path Wealth Management 3Y 6.35% Forum Financial Management, LP 3Y 4.4% TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 3Y 4.03% Signature Resources Capital Management, LLC 3.92%
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