DFIV — DIMENSIONAL ETF TRUST

Ownership history in ABLE Financial Group, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which ABLE Financial Group, LLC reported a position in DIMENSIONAL ETF TRUST (DFIV). 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
2.07% (2025 Q4)
Avg. % of fund
1.81%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 204,097 +14,277 +7.5% 2.07% $10.2M $49.90
2025 Q3 ADDED 189,820 +10,656 +5.9% 1.90% $8.8M $45.77
2025 Q2 ADDED 179,164 +19,667 +12.3% 1.85% $7.7M $42.32
2025 Q1 ADDED 159,497 +19,330 +13.8% 1.76% $6.3M $38.22
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFIV price (monthly, adj. close)

Other funds also holding DFIV

As of 2025 Q4 — sorted by position size

Team Hewins, LLC 3Y 28.29% DIXON FNANCIAL SERVICES, INC. 3Y 28.04% Financially in Tune, LLC 19.45% Disciplined Equity Management, Inc. 3Y 10.76% Parkwoods Wealth Partners, LLC 10.22% Shearwater Capital LLC 3Y 9.82% Trinity Financial Advisors LLC 3Y 9.23% VESTIA PERSONAL WEALTH ADVISORS 9.22% BAYSHORE ASSET MANAGEMENT, LLC 3Y 9.17% FISCHER INVESTMENT STRATEGIES, LLC 8.85%
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