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 (DFAX). 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 | 111,690 | +1,311 | +1.2% | 0.57% | $3.7M | $32.73 |
| 2025 Q3 | ADDED | 110,379 | +1,960 | +1.8% | 0.57% | $3.5M | $31.16 |
| 2025 Q2 | ADDED | 108,419 | +1,023 | +1.0% | 0.57% | $3.2M | $28.99 |
| 2024 Q4 | REDUCED | 107,396 | -236 | -0.2% | 0.55% | $2.7M | $24.17 |
As of 2025 Q4 — sorted by position size