DFIV — DIMENSIONAL ETF TRUST

Ownership history in Beckerman Institutional, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Beckerman Institutional, 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
2.01% (2025 Q4)
Avg. % of fund
1.4%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 71,711 +3,591 +5.3% 2.01% $3.6M $49.90
2025 Q3 ADDED 68,120 +4,916 +7.8% 1.85% $3.1M $45.77
2025 Q2 ADDED 63,204 +11,303 +21.8% 1.80% $2.7M $42.32
2025 Q1 ADDED 51,901 +18,937 +57.4% 1.48% $2.0M $38.22
2024 Q4 ADDED 32,964 +23,645 +253.7% 0.94% $1.2M $34.33
2024 Q3 INITIATED 9,319 — — 0.30% $355K $36.49
% 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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