DFAE — DIMENSIONAL ETF TRUST

Ownership history in WPWealth LLP · 11 quarters on record

This page tracks every 13F SEC filing in which WPWealth LLP reported a position in DIMENSIONAL ETF TRUST (DFAE). 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

4.85% (2023 Q4)

Avg. % of fund

4.56%

First filed

2022 Q4

Last filed

2025 Q4

Quarters held

11

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	864,534	-4,086	-0.5%	4.41%	$28.2M	$32.57
2025 Q3	ADDED	868,620	+28,140	+3.3%	4.48%	$27.4M	$31.33
2025 Q2	REDUCED	840,480	-12,362	-1.4%	4.39%	$24.3M	$28.56
2024 Q4	ADDED	852,842	+40,168	+4.9%	4.42%	$21.6M	$24.77

% of Fund (quarterly) DFAE price (monthly, adj. close)

Other funds also holding DFAE

As of 2025 Q4 — sorted by position size

Chico Wealth RIA 3Y 9.36% Aquire Wealth Advisors, LLC 3Y 9.16% Morling Financial Advisors, LLC 3Y 7.77% CPA Asset Management Group, LLC 3Y 7.67% RAM Investment Partners, LLC 7.59% Avondale Wealth Management 3Y 7Y 6.46% Great Point Wealth Advisors, LLC 3Y 7Y 6.4% Pioneer Wealth Management Group 6.05% Keyes, Stange & Wooten Wealth Management, LLC 6.01% Creative Capital Management Investments LLC 3Y 5.92%

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