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 (DFLV). 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 | 886,730 | -162,712 | -15.5% | 4.75% | $30.3M | $34.21 |
| 2025 Q3 | REDUCED | 1,049,442 | -87,308 | -7.7% | 5.64% | $34.5M | $32.77 |
| 2025 Q2 | REDUCED | 1,136,750 | -413,460 | -26.7% | 6.36% | $35.3M | $30.76 |
| 2024 Q4 | ADDED | 1,550,210 | +109,172 | +7.6% | 9.51% | $46.6M | $29.52 |
| 2024 Q3 | ADDED | 1,441,038 | +156,439 | +12.2% | 9.20% | $44.4M | $30.14 |
| 2024 Q2 | ADDED | 1,284,599 | +140,421 | +12.3% | 8.97% | $37.1M | $28.16 |
| 2024 Q1 | ADDED | 1,144,178 | +143,108 | +14.3% | 8.87% | $34.3M | $29.09 |
| 2023 Q4 | ADDED | 1,001,070 | +499,449 | +99.6% | 8.38% | $27.1M | $26.15 |
| 2023 Q3 | ADDED | 501,621 | +100,526 | +25.1% | 5.47% | $12.7M | $23.84 |
| 2023 Q1 | ADDED | 401,095 | +308,428 | +332.8% | 4.55% | $9.9M | $23.41 |
As of 2025 Q4 — sorted by position size