DFIV β€” DIMENSIONAL ETF TRUST

Ownership history in ECLECTIC ASSOCIATES INC /ADV  Β·  7 quarters on record

AI Ownership Summary

ECLECTIC ASSOCIATES INC /ADV reported DIMENSIONAL ETF TRUST (DFIV) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 5.58% in 2025 Q4. The latest visible filing shows DFIV at 5.58% 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.

What this DFIV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ECLECTIC ASSOCIATES INC /ADV's position in DIMENSIONAL ETF TRUST, 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
2025 Q4

DFIV was reported at 5.58% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.58% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

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 ECLECTIC ASSOCIATES INC /ADV held DFIV β€” position size vs. price
% of Fund (quarterly)    DFIV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 717,205 +109,634 +18.0% 5.58% $35.8M 2026-02-14 (Est.) $55.10
2025 Q3 ADDED 607,571 +181,412 +42.6% 5.14% $28.0M 2025-10-09 $45.51
2025 Q2 ADDED 426,159 +231,795 +119.3% 3.97% $18.3M 2025-07-17 $42.23
2025 Q1 ADDED 194,364 +126,864 +187.9% 2.05% $7.7M 2025-04-10 $35.24
2024 Q4 ADDED 67,500 +39,934 +144.9% 0.71% $2.4M 2025-01-21 $35.73
2024 Q3 ADDED 27,566 +17,290 +168.3% 0.41% $1.0M 2024-10-04 $36.31
2024 Q2 INITIATED 10,276 β€” β€” 0.16% $369K 2024-07-12 $35.47

FAQ About ECLECTIC ASSOCIATES INC /ADV and DFIV

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

How long has ECLECTIC ASSOCIATES INC /ADV reported owning DFIV?

ECLECTIC ASSOCIATES INC /ADV reported DFIV across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported DFIV position in ECLECTIC ASSOCIATES INC /ADV's portfolio?

The largest reported portfolio weight for DFIV was 5.58% in 2025 Q4.

What is the latest reported DFIV position on this page?

The most recent filing on this page is 2025 Q4, when ECLECTIC ASSOCIATES INC /ADV reported 717,205 shares, equal to 5.58% of portfolio, with an estimated market value of $35.8M.

What does the chart on this DFIV ownership page compare?

The chart compares ECLECTIC ASSOCIATES INC /ADV'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.

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