BAKER BOYER NATIONAL BANK DFIV DIMENSIONAL INTERNATIONAL VALUE ETF

Ownership history in BAKER BOYER NATIONAL BANK  ·  18 quarters on record

AI Ownership Summary

BAKER BOYER NATIONAL BANK reported DIMENSIONAL INTERNATIONAL VALUE ETF (DFIV) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.27% in 2026 Q1. The latest visible filing shows DFIV at 3.27% 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 BAKER BOYER NATIONAL BANK's position in DIMENSIONAL INTERNATIONAL VALUE ETF, 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
2026 Q1

DFIV was reported at 3.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.27% in 2026 Q1

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 2026 Q1

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 BAKER BOYER NATIONAL BANK held DFIV — position size vs. price
% of Fund (quarterly)    DFIV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 206,482 -4,840 -2.3% 3.27% $10.9M 2026-04-28 $54.33
2025 Q4 REDUCED 211,322 -1,400 -0.7% 3.18% $10.5M 2026-02-03 $53.71
2025 Q3 REDUCED 212,722 -3,716 -1.7% 3.26% $9.8M 2025-11-05 $45.95
2025 Q2 REDUCED 216,438 -4,285 -1.9% 3.20% $9.3M 2025-07-28 $43.06
2025 Q1 REDUCED 220,723 -2,494 -1.1% 3.20% $8.7M 2025-04-29 $39.13
2024 Q4 REDUCED 5.4% +11.3% 223,217 -12,680 -5.4% 2.74% $7.9M 2025-01-23 $35.75
2024 Q3 REDUCED 235,897 -4,188 -1.7% 3.01% $9.0M 2024-10-18 $35.97
2024 Q2 REDUCED 240,085 -1,637 -0.7% 3.01% $8.6M 2024-08-07 $33.15
2024 Q1 REDUCED 241,722 -5,743 -2.3% 3.06% $8.9M 2024-04-12 $33.76
2023 Q4 REDUCED 6.5% +6.6% 247,465 -17,086 -6.5% 3.12% $8.5M 2024-01-12 $31.74
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BAKER BOYER NATIONAL BANK and DFIV

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

How long has BAKER BOYER NATIONAL BANK reported owning DFIV?

BAKER BOYER NATIONAL BANK reported DFIV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DFIV position in BAKER BOYER NATIONAL BANK's portfolio?

The largest reported portfolio weight for DFIV was 3.27% in 2026 Q1.

What is the latest reported DFIV position on this page?

The most recent filing on this page is 2026 Q1, when BAKER BOYER NATIONAL BANK reported 206,482 shares, equal to 3.27% of portfolio, with an estimated market value of $10.9M.

What does the chart on this DFIV ownership page compare?

The chart compares BAKER BOYER NATIONAL BANK'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.

How well did BAKER BOYER NATIONAL BANK time their DFIV position?

Based on 13F filing dates vs. subsequent DFIV price moves, BAKER BOYER NATIONAL BANK correctly timed 3 out of 17 reported position changes (18%). The annualised alpha on DFIV relative to SPY over the holding period was +2.3%.

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