Financial Symmetry Inc DFIV — DFA Etf Tr Intl Vale Etf

Ownership history in Financial Symmetry Inc  ·  9 quarters on record

AI Ownership Summary

Financial Symmetry Inc reported DFA Etf Tr Intl Vale Etf (DFIV) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.29% in 2023 Q4. The latest visible filing shows DFIV at 0.19% 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 Financial Symmetry Inc's position in DFA Etf Tr Intl Vale Etf, 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 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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.

DFIV stock page Financial Symmetry Inc fund profile Financial Symmetry Inc full holdings
How Financial Symmetry Inc held DFIV — position size vs. price
% of Fund (quarterly)    DFIV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 9,337 +3 +0.0% 0.19% $466K 2026-02-14 (Est.) $55.10
2025 Q3 ADDED — — — 9,334 +324 +3.6% 0.19% $430K 2025-12-17 $48.92
2025 Q2 UNCHANGED — — — 9,010 — 0% 0.20% $386K 2025-07-29 $43.12
2025 Q1 UNCHANGED — — — 9,010 — 0% 0.22% $355K 2025-04-30 $38.93
2024 Q4 UNCHANGED — — — 9,010 — 0% 0.22% $320K 2025-02-04 $35.84
2024 Q3 UNCHANGED — — — 9,010 — 0% 0.24% $343K 2024-10-21 $35.56
2024 Q2 ADDED — — — 9,010 +309 +3.6% 0.25% $324K 2024-07-10 $35.00
2024 Q1 UNCHANGED — — — 8,701 — 0% 0.28% $320K 2024-04-30 $33.71
2023 Q4 INITIATED — — — 8,701 — — 0.29% $299K 2024-01-31 $31.52

🏢 Other funds also holding DFIV

As of 2026 Q1 — sorted by position size

DIXON FNANCIAL SERVICES, INC. 3Y 29.45% Financially in Tune, LLC 20.29% JDH Wealth Management, LLC 10.39% Trinity Financial Advisors LLC 3Y 9.95% Parkwoods Wealth Partners, LLC 9.94% Capstone Wealth Management, LLC 9.74% Shearwater Capital LLC 3Y 9.48% VESTIA PERSONAL WEALTH ADVISORS 9.29% BAYSHORE ASSET MANAGEMENT, LLC 3Y 9.23% KEB ASSET MANAGEMENT, LLC 3Y 8.97%

FAQ About Financial Symmetry Inc and DFIV

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

How long has Financial Symmetry Inc reported owning DFIV?

Financial Symmetry Inc reported DFIV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DFIV position in Financial Symmetry Inc's portfolio?

The largest reported portfolio weight for DFIV was 0.29% in 2023 Q4.

What is the latest reported DFIV position on this page?

The most recent filing on this page is 2025 Q4, when Financial Symmetry Inc reported 9,337 shares, equal to 0.19% of portfolio, with an estimated market value of $466K.

What does the chart on this DFIV ownership page compare?

The chart compares Financial Symmetry Inc'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.

How well did Financial Symmetry Inc time their DFIV position?

Based on 13F filing dates vs. subsequent DFIV price moves, Financial Symmetry Inc correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on DFIV relative to SPY over the holding period was +9.6%.

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