DFAC — 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 (DFAC). 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

1.4% (2022 Q4)

Avg. % of fund

1.01%

First filed

2022 Q4

Last filed

2025 Q4

Quarters held

11

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	135,123	-4,742	-3.4%	0.84%	$5.3M	$39.59
2025 Q3	REDUCED	139,865	-135	-0.1%	0.88%	$5.4M	$38.48
2025 Q2	ADDED	140,000	+3,695	+2.7%	0.90%	$5.0M	$35.66
2024 Q4	ADDED	136,305	+23,412	+20.7%	0.96%	$4.7M	$34.23

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

Other funds also holding DFAC

As of 2025 Q4 — sorted by position size

Onyx Financial Advisors, LLC 3Y 60.88% CAPSTONE CAPITAL LLC 46.7% SJS Investment Consulting Inc. 3Y 45.64% Warburton Capital Management, LLC 45.47% BCU Wealth Advisors, LLC 44.02% Geometric Wealth Advisors 3Y 43.65% ANDREWS, LUCIA WEALTH MANAGEMENT LLC 3Y 43.51% Chico Wealth RIA 3Y 43.44% Monument Group Wealth Advisors, LLC 42.47% Shearwater Capital LLC 3Y 38.46%

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