DFIV — DIMENSIONAL ETF TRUST

Ownership history in Falcon Wealth Planning  ·  17 quarters on record

This page tracks every 13F SEC filing in which Falcon Wealth Planning 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
8.46% (2024 Q2)
Avg. % of fund
3.0%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,248,922 +17,421 +1.4% 5.25% $62.3M $49.90
2025 Q3 ADDED 1,231,501 +58,111 +5.0% 5.11% $56.8M $45.77
2025 Q2 REDUCED 1,173,390 -27,538 -2.3% 5.08% $50.3M $42.32
2025 Q1 ADDED 1,200,928 +38,327 +3.3% 5.25% $47.3M $38.22
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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