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 (DFAU). 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 | 1,765,060 | +124,607 | +7.6% | 12.93% | $82.6M | $46.80 |
| 2025 Q3 | ADDED | 1,640,453 | +161,915 | +11.0% | 12.27% | $75.1M | $45.64 |
| 2025 Q2 | ADDED | 1,478,538 | +253,169 | +20.7% | 11.30% | $62.6M | $42.14 |
| 2024 Q4 | ADDED | 1,225,369 | +57,993 | +5.0% | 10.14% | $49.6M | $40.08 |
As of 2025 Q4 — sorted by position size