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 (DFIC). 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 | REDUCED | 2,519,530 | -13,656 | -0.5% | 13.59% | $86.8M | $34.46 |
| 2025 Q3 | ADDED | 2,533,186 | +90,817 | +3.7% | 13.58% | $83.1M | $32.56 |
| 2025 Q2 | ADDED | 2,442,369 | +15,455 | +0.6% | 13.69% | $75.9M | $30.75 |
| 2024 Q4 | ADDED | 2,426,914 | +143,627 | +6.3% | 12.82% | $62.7M | $25.14 |
As of 2025 Q4 — sorted by position size