Ownership history in CHOREO, LLC · 18 quarters on record
This page tracks every 13F SEC filing in which CHOREO, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 1,426,283 | +96,474 | +7.3% | 0.91% | $71.5M | $49.90 |
| 2025 Q3 | REDUCED | 1,329,809 | -185,710 | -12.3% | 0.80% | $61.3M | $45.77 |
| 2025 Q2 | REDUCED | 1,515,519 | -104,770 | -6.5% | 0.91% | $64.9M | $42.32 |
| 2025 Q1 | REDUCED | 1,620,289 | -220,750 | -12.0% | 0.99% | $63.8M | $38.22 |
As of 2025 Q4 — sorted by position size