Ownership history in Evanson Asset Management, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which Evanson Asset 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 1,386,778 | +30,259 | +2.2% | 3.73% | $69.2M | $49.90 |
| 2025 Q3 | ADDED | 1,356,519 | +52,365 | +4.0% | 3.53% | $62.6M | $45.77 |
| 2025 Q2 | ADDED | 1,304,154 | +50,345 | +4.0% | 3.47% | $55.9M | $42.32 |
| 2025 Q1 | REDUCED | 1,253,809 | -24,327 | -1.9% | 3.50% | $49.3M | $38.22 |
| 2024 Q4 | ADDED | 1,278,136 | +42,893 | +3.5% | 3.11% | $45.3M | $34.33 |
| 2024 Q3 | ADDED | 1,235,243 | +35,628 | +3.0% | 3.32% | $47.0M | $36.49 |
| 2024 Q2 | ADDED | 1,199,615 | +40,918 | +3.5% | 3.17% | $43.1M | $34.22 |
| 2024 Q1 | ADDED | 1,158,697 | +35,615 | +3.2% | 3.17% | $42.6M | $34.31 |
| 2023 Q4 | ADDED | 1,123,082 | +60,609 | +5.7% | 3.13% | $38.6M | $32.01 |
| 2023 Q3 | ADDED | 1,062,473 | +42,099 | +4.1% | 3.19% | $34.7M | $30.09 |
As of 2025 Q4 — sorted by position size