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 (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 | REDUCED | 295,960 | -41,855 | -12.4% | 2.76% | $17.6M | $59.54 |
| 2025 Q3 | REDUCED | 337,815 | -23,853 | -6.6% | 3.21% | $19.7M | $57.98 |
| 2025 Q2 | REDUCED | 361,668 | -125,699 | -25.8% | 3.52% | $19.5M | $53.49 |
| 2024 Q4 | ADDED | 487,367 | +21,381 | +4.6% | 5.54% | $27.1M | $54.76 |
As of 2025 Q4 — sorted by position size