DFIV β€” DIMENSIONAL ETF TRUST

Ownership history in Advisory Services & Investments, LLC  Β·  13 quarters on record

AI Ownership Summary

Advisory Services & Investments, LLC reported DIMENSIONAL ETF TRUST (DFIV) in 13 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 0.48% in 2023 Q4. The latest visible filing shows DFIV at 0.44% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DFIV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Advisory Services & Investments, 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
2024 Q3

DFIV was reported at 0.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.48% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2024 Q3

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.

DFIV stock page Advisory Services & Investments, LLC fund profile Advisory Services & Investments, LLC full holdings
How Advisory Services & Investments, LLC held DFIV β€” position size vs. price
% of Fund (quarterly)    DFIV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 REDUCED 16,936 -626 -3.6% 0.44% $645K 2024-11-14 (Est.) $34.57
2024 Q2 REDUCED 17,562 -584 -3.2% 0.44% $631K 2024-08-06 $32.94
2024 Q1 REDUCED 18,146 -753 -4.0% 0.46% $667K 2024-04-18 $33.26
2023 Q4 REDUCED 18,899 -1,989 -9.5% 0.48% $649K 2024-02-13 $31.01
9 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding DFIV

As of 2026 Q1 β€” sorted by position size

DIXON FNANCIAL SERVICES, INC. 3Y 29.45% JDH Wealth Management, LLC 10.39% Trinity Financial Advisors LLC 3Y 9.95% Parkwoods Wealth Partners, LLC 9.94% Capstone Wealth Management, LLC 9.74% Shearwater Capital LLC 3Y 9.48% VESTIA PERSONAL WEALTH ADVISORS 9.29% Meritas Wealth Management, LLC 8.06% ANDREWS, LUCIA WEALTH MANAGEMENT LLC 3Y 6.65% Plancorp, LLC 3Y 7Y 5.74%

FAQ About Advisory Services & Investments, LLC and DFIV

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

How long has Advisory Services & Investments, LLC reported owning DFIV?

Advisory Services & Investments, LLC reported DFIV across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported DFIV position in Advisory Services & Investments, LLC's portfolio?

The largest reported portfolio weight for DFIV was 0.48% in 2023 Q4.

What is the latest reported DFIV position on this page?

The most recent filing on this page is 2024 Q3, when Advisory Services & Investments, LLC reported 16,936 shares, equal to 0.44% of portfolio, with an estimated market value of $645K.

What does the chart on this DFIV ownership page compare?

The chart compares Advisory Services & Investments, LLC's quarterly DFIV 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.

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