DFUV — DIMENSIONAL ETF TRUST

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 (DFUV). 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

8.72% (2022 Q4)

Avg. % of fund

4.31%

First filed

2022 Q4

Last filed

2025 Q4

Quarters held

11

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	580,288	+43,970	+8.2%	4.23%	$27.0M	$46.59
2025 Q3	ADDED	536,318	+52,138	+10.8%	3.92%	$24.0M	$44.53
2025 Q2	ADDED	484,180	+163,348	+50.9%	3.69%	$20.5M	$41.95
2024 Q4	ADDED	320,832	+7,496	+2.4%	2.68%	$13.1M	$40.25

% of Fund (quarterly) DFUV price (monthly, adj. close)

Other funds also holding DFUV

As of 2025 Q4 — sorted by position size

Richard Young Associates, Ltd. 25.63% Disciplined Equity Management, Inc. 3Y 19.37% DIXON FNANCIAL SERVICES, INC. 3Y 15.72% Team Hewins, LLC 3Y 14.58% Heritage Wealth Management, Inc./Texas 3Y 13.66% Parkwoods Wealth Partners, LLC 12.92% PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 12.85% Meritas Wealth Management, LLC 12.63% Index Fund Advisors, Inc. 3Y 12.54% Triune Financial Partners, LLC 10.82%

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