Ownership history in WPWealth LLP · 5 quarters on record
This page tracks every 13F SEC filing in which WPWealth LLP reported a position in DIMENSIONAL ETF TRUST (DFAS). 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 | 242,771 | +32,809 | +15.6% | 2.65% | $16.9M | $69.67 |
| 2025 Q3 | ADDED | 209,962 | +39,451 | +23.1% | 2.35% | $14.4M | $68.27 |
| 2025 Q2 | ADDED | 170,511 | +152,940 | +870.4% | 1.96% | $10.9M | $63.36 |
| 2024 Q4 | ADDED | 17,571 | +9,989 | +131.7% | 0.23% | $1.1M | $64.41 |
As of 2025 Q4 — sorted by position size