DFSD — DIMENSIONAL ETF TRUST

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 (DFSD). 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.

Peak position
10.06% (2024 Q2)
Avg. % of fund
6.94%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,171,113 +85,477 +7.9% 8.79% $56.2M $47.95
2025 Q3 ADDED 1,085,636 +61,192 +6.0% 8.55% $52.3M $47.42
2025 Q2 REDUCED 1,024,444 -25,000 -2.4% 8.87% $49.2M $46.72
2024 Q4 ADDED 1,049,444 +62,692 +6.4% 10.05% $49.2M $44.98
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFSD price (monthly, adj. close)

Other funds also holding DFSD

As of 2025 Q4 — sorted by position size

Rachor Investment Advisory Services, LLC 35.8% Signature Resources Capital Management, LLC 16.52% Planning Center, Inc. 3Y 13.19% Ruedi Wealth Management, Inc. 3Y 13.1% Keyes, Stange & Wooten Wealth Management, LLC 12.48% Valued Wealth Advisors LLC 11.52% DiNuzzo Private Wealth, Inc. 10.66% Grunden Financial Advisory, Inc. 9.64% Rather & Kittrell, Inc. 3Y 9.51% MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 3Y 7Y 9.1%
← Back to WPWealth LLP Holdings