RCS Financial Planning, LLC DFEM — DIMENSIONAL ETF TRUST

Ownership history in RCS Financial Planning, LLC  ·  9 quarters on record

AI Ownership Summary

RCS Financial Planning, LLC reported DIMENSIONAL ETF TRUST (DFEM) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 2.9% in 2026 Q1. The latest visible filing shows DFEM at 2.90% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RCS Financial Planning, LLC's position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DFEM was reported at 2.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.9% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DFEM stock page RCS Financial Planning, LLC fund profile RCS Financial Planning, LLC full holdings
How RCS Financial Planning, LLC held DFEM — position size vs. price
% of Fund (quarterly)    DFEM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 161,993 -2,693 -1.6% 2.90% $5.6M 2026-04-21 $37.81
2025 Q4 REDUCED — — — 164,686 -3,549 -2.1% 2.35% $5.4M 2026-01-15 $34.82
2025 Q3 ADDED — — — 168,235 +3,677 +2.2% 2.39% $5.4M 2025-11-05 $32.79
2025 Q2 ADDED — — — 164,558 +41,201 +33.4% 2.43% $4.9M 2025-07-28 $29.79
2025 Q1 ADDED — — — 123,357 +5,086 +4.3% 1.72% $3.3M 2025-04-25 $25.78
2024 Q4 ADDED — — — 118,271 +15,991 +15.6% 1.65% $3.1M 2025-01-23 $25.70
2024 Q3 ADDED — — — 102,280 +2,037 +2.0% 1.60% $2.9M 2024-10-22 $26.75
2024 Q2 ADDED — — — 100,243 +51,884 +107.3% 1.58% $2.7M 2024-07-22 $25.74
2024 Q1 INITIATED — — — 48,359 — — 0.76% $1.2M 2024-04-26 $24.48

🏢 Other funds also holding DFEM

As of 2026 Q1 — sorted by position size

Miramar Fiduciary Corp 3Y 25.56% CAPSTONE CAPITAL LLC 11.67% EnRich Financial Partners LLC 11.66% Kooman & Associates 3Y 10.3% New Dimensions Wealth Management, LLC 10.29% GREAT OAK CAPITAL PARTNERS, LLC 9.4% Seaside Wealth Management, Inc. 3Y 9.38% Your Advocates Ltd., LLP 3Y 9.24% Cravens & Co Advisors, LLC 3Y 8.7% Forum Financial Management, LP 3Y 8.02%

FAQ About RCS Financial Planning, LLC and DFEM

These are the practical questions this page is built to answer before you even open the full history table.

How long has RCS Financial Planning, LLC reported owning DFEM?

RCS Financial Planning, LLC reported DFEM across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported DFEM position in RCS Financial Planning, LLC's portfolio?

The largest reported portfolio weight for DFEM was 2.90% in 2026 Q1.

What is the latest reported DFEM position on this page?

The most recent filing on this page is 2026 Q1, when RCS Financial Planning, LLC reported 161,993 shares, equal to 2.90% of portfolio, with an estimated market value of $5.6M.

What does the chart on this DFEM ownership page compare?

The chart compares RCS Financial Planning, LLC's quarterly DFEM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did RCS Financial Planning, LLC time their DFEM position?

Based on 13F filing dates vs. subsequent DFEM price moves, RCS Financial Planning, LLC correctly timed 6 out of 8 reported position changes (75%). The annualised alpha on DFEM relative to SPY over the holding period was +4.4%.

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