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 (DFCF). 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 | 1,986,920 | +23,989 | +1.2% | 13.24% | $84.6M | $42.44 |
| 2025 Q3 | ADDED | 1,962,931 | +75,590 | +4.0% | 13.72% | $83.9M | $42.01 |
| 2025 Q2 | REDUCED | 1,887,341 | -887,582 | -32.0% | 14.38% | $79.8M | $41.06 |
| 2024 Q4 | ADDED | 2,774,923 | +112,736 | +4.2% | 23.40% | $114.5M | $39.34 |
As of 2025 Q4 — sorted by position size