DFIV — DIMENSIONAL ETF TRUST

Ownership history in CASTLE WEALTH MANAGEMENT LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which CASTLE WEALTH MANAGEMENT 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
1.48% (2025 Q4)
Avg. % of fund
0.74%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 89,267 +2,624 +3.0% 1.48% $4.5M $49.90
2025 Q3 ADDED 86,643 +84,308 +3610.6% 1.35% $4.0M $45.77
2022 Q3 REDUCED 2,335 -4,159 -64.0% 0.04% $60K $22.81
2022 Q2 INITIATED 6,494 — — 0.11% $188K $25.45
% 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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