Ownership history in Aerodigm Wealth, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which Aerodigm Wealth, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | UNCHANGED | 66,885 | — | 0% | 1.17% | $3.3M | $49.90 |
| 2025 Q3 | REDUCED | 66,885 | -3,604 | -5.1% | 1.30% | $3.1M | $45.77 |
| 2025 Q2 | REDUCED | 70,489 | -756 | -1.1% | 1.45% | $3.0M | $42.32 |
| 2025 Q1 | REDUCED | 71,245 | -149 | -0.2% | 1.56% | $2.8M | $38.22 |
| 2024 Q4 | UNCHANGED | 71,394 | — | 0% | 1.51% | $2.5M | $34.33 |
| 2024 Q3 | REDUCED | 71,394 | -75,968 | -51.6% | 1.72% | $2.7M | $36.49 |
| 2024 Q2 | ADDED | 147,362 | +71,325 | +93.8% | 2.44% | $5.3M | $34.22 |
| 2024 Q1 | REDUCED | 76,037 | -9,400 | -11.0% | 1.13% | $2.8M | $34.31 |
| 2023 Q4 | REDUCED | 85,437 | -107,010 | -55.6% | 1.33% | $2.9M | $32.01 |
| 2023 Q3 | REDUCED | 192,447 | -1,996 | -1.0% | 6.05% | $6.3M | $30.09 |
As of 2025 Q4 — sorted by position size