SEC 13F Intelligence

Wise Wealth Partners / DFGP

Wise Wealth Partners’s Dimensional Etf Trust Position

Does Wise Wealth Partners own Dimensional Etf Trust (DFGP)? Not currently — the last reported position was 30.6K shares worth $2M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q3 2025
Shares
30.6K
% of Portfolio
+2.60%
Quarters Held
2
position exited

Position History DFGP

Reported value by quarter
Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202530.6K$2M+2.60%
Q2 202538.9K$2M+3.54%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wise Wealth Partners’s full portfolio or all institutional holders of DFGP.