Ownership history in WPWealth LLP · 4 quarters on record
This page tracks every 13F SEC filing in which WPWealth LLP reported a position in DIMENSIONAL ETF TRUST (DFVX). 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 | UNCHANGED | 16,590 | — | 0% | 0.19% | $1.2M | $74.35 |
| 2025 Q3 | UNCHANGED | 16,590 | — | 0% | 0.20% | $1.2M | $72.52 |
| 2025 Q2 | REDUCED | 16,590 | -1,466 | -8.1% | 0.21% | $1.1M | $68.48 |
| 2024 Q4 | INITIATED | 18,056 | — | — | 0.24% | $1.2M | $64.46 |
As of 2025 Q4 — sorted by position size