DFIV — DIMENSIONAL ETF TRUST

Ownership history in Applied Capital LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which Applied Capital 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
0.98% (2021 Q4)
Avg. % of fund
0.79%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 38,926 — 0% 0.75% $1.9M $49.90
2025 Q3 UNCHANGED 38,926 — 0% 0.72% $1.8M $45.77
2025 Q2 UNCHANGED 38,926 — 0% 0.73% $1.7M $42.32
2025 Q1 UNCHANGED 38,926 — 0% 0.75% $1.5M $38.22
11 older quarters 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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