Ownership history in WPWealth LLP · 4 quarters on record
This page tracks every 13F SEC filing in which WPWealth LLP reported a position in DIMENSIONAL ETF TRUST (DFGP). 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 | 1,128,300 | +180,668 | +19.1% | 9.55% | $61.0M | $54.07 |
| 2025 Q3 | ADDED | 947,632 | +101,958 | +12.1% | 8.61% | $52.7M | $53.80 |
| 2025 Q2 | ADDED | 845,674 | +826,116 | +4223.9% | 8.31% | $46.1M | $52.76 |
| 2024 Q4 | INITIATED | 19,558 | — | — | 0.21% | $1.0M | $51.06 |
As of 2025 Q4 — sorted by position size