DFIV — DIMENSIONAL ETF TRUST

Ownership history in Embree Financial Group  ·  5 quarters on record

This page tracks every 13F SEC filing in which Embree Financial Group 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
2.32% (2025 Q4)
Avg. % of fund
1.17%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 379,530 +73,689 +24.1% 2.32% $18.9M $49.90
2025 Q3 ADDED 305,841 +113,597 +59.1% 1.89% $14.1M $45.77
2025 Q2 ADDED 192,244 +149,562 +350.4% 1.24% $8.2M $42.32
2025 Q1 ADDED 42,682 +23,836 +126.5% 0.28% $1.7M $38.22
2024 Q4 INITIATED 18,846 — — 0.11% $669K $34.33
% 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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