Ownership history in WPWealth LLP · 10 quarters on record
This page tracks every 13F SEC filing in which WPWealth LLP reported a position in DIMENSIONAL ETF TRUST (DFGR). 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 | 931,457 | +62,550 | +7.2% | 3.85% | $24.6M | $26.42 |
| 2025 Q3 | ADDED | 868,907 | +57,116 | +7.0% | 3.88% | $23.7M | $26.67 |
| 2025 Q2 | ADDED | 811,791 | +104,881 | +14.8% | 3.93% | $21.8M | $26.00 |
| 2024 Q4 | ADDED | 706,910 | +38,630 | +5.8% | 3.69% | $18.1M | $24.54 |
| 2024 Q3 | ADDED | 668,280 | +54,653 | +8.9% | 4.00% | $19.3M | $27.20 |
| 2024 Q2 | ADDED | 613,627 | +116,694 | +23.5% | 3.70% | $15.3M | $23.39 |
| 2024 Q1 | ADDED | 496,933 | +61,918 | +14.2% | 3.28% | $12.7M | $23.72 |
| 2023 Q4 | ADDED | 435,015 | +259,555 | +147.9% | 3.50% | $11.3M | $24.09 |
| 2023 Q3 | ADDED | 175,460 | +72,852 | +71.0% | 1.84% | $4.3M | $20.51 |
| 2023 Q1 | INITIATED | 102,608 | — | — | 1.16% | $2.5M | $22.18 |
As of 2025 Q4 — sorted by position size