Ownership history in White Wing Wealth Management · 8 quarters on record
This page tracks every 13F SEC filing in which White Wing Wealth Management reported a position in DIMENSIONAL ETF TRUST (DFAT). 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 | 82,488 | +1,394 | +1.7% | 2.93% | $4.9M | $59.54 |
| 2025 Q3 | ADDED | 81,094 | +9,439 | +13.2% | 2.94% | $4.7M | $57.98 |
| 2025 Q2 | ADDED | 71,655 | +1,100 | +1.6% | 2.62% | $3.9M | $53.49 |
| 2025 Q1 | ADDED | 70,555 | +5,017 | +7.7% | 2.60% | $3.3M | $50.81 |
| 2024 Q4 | ADDED | 65,538 | +1,312 | +2.0% | 2.71% | $3.6M | $54.76 |
| 2024 Q3 | REDUCED | 64,226 | -1,768 | -2.7% | 2.75% | $3.6M | $54.53 |
| 2024 Q2 | ADDED | 65,994 | +18,142 | +37.9% | 2.74% | $3.4M | $50.66 |
| 2024 Q1 | INITIATED | 47,852 | — | — | 2.14% | $2.6M | — |
As of 2025 Q4 — sorted by position size