DFIV β€” DIMENSIONAL ETF TRUST

Ownership history in Alpha Advisors, LLC/VA  Β·  2 quarters on record

AI Ownership Summary

Alpha Advisors, LLC/VA reported DIMENSIONAL ETF TRUST (DFIV) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 4.35% in 2025 Q4. The latest visible filing shows DFIV at 4.35% 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 DFIV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Alpha Advisors, LLC/VA'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
2025 Q4

DFIV was reported at 4.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.35% in 2025 Q4

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

Time in book
Holding Window
2025 Q3 to 2025 Q4

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.

How Alpha Advisors, LLC/VA held DFIV β€” position size vs. price
% of Fund (quarterly)    DFIV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 113,182 +2,974 +2.7% 4.35% $5.6M 2026-02-14 (Est.) $55.10
2025 Q3 INITIATED 110,208 β€” β€” 3.82% $5.1M 2025-11-12 $47.79

🏒 Other funds also holding DFIV

As of 2026 Q1 β€” sorted by position size

COLLECTIVE FAMILY OFFICE LLC 3Y 0.61% Ares Financial Consulting, LLC 0.48%

FAQ About Alpha Advisors, LLC/VA and DFIV

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

How long has Alpha Advisors, LLC/VA reported owning DFIV?

Alpha Advisors, LLC/VA reported DFIV across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported DFIV position in Alpha Advisors, LLC/VA's portfolio?

The largest reported portfolio weight for DFIV was 4.35% in 2025 Q4.

What is the latest reported DFIV position on this page?

The most recent filing on this page is 2025 Q4, when Alpha Advisors, LLC/VA reported 113,182 shares, equal to 4.35% of portfolio, with an estimated market value of $5.6M.

What does the chart on this DFIV ownership page compare?

The chart compares Alpha Advisors, LLC/VA'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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