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 (DFEV). 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 | 101,946 | +14,673 | +16.8% | 2.05% | $3.4M | $33.74 |
| 2025 Q3 | ADDED | 87,273 | +14,390 | +19.7% | 1.74% | $2.8M | $31.70 |
| 2025 Q2 | REDUCED | 72,883 | -1,192 | -1.6% | 1.48% | $2.2M | $29.45 |
| 2025 Q1 | ADDED | 74,075 | +7,401 | +11.1% | 1.49% | $1.9M | $26.33 |
| 2024 Q4 | ADDED | 66,674 | +1,502 | +2.3% | 1.30% | $1.7M | $25.46 |
| 2024 Q3 | REDUCED | 65,172 | -5,026 | -7.2% | 1.43% | $1.9M | $27.41 |
| 2024 Q2 | ADDED | 70,198 | +11,966 | +20.5% | 1.54% | $1.9M | $26.12 |
| 2024 Q1 | INITIATED | 58,232 | — | — | 1.26% | $1.5M | — |
As of 2025 Q4 — sorted by position size