DFIV — DIMENSIONAL ETF TRUST

Ownership history in Focus Partners Advisor Solutions, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Focus Partners Advisor Solutions, 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.

Peak position
11.19% (2021 Q4)
Avg. % of fund
5.16%
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 5,774,671 +989,314 +20.7% 3.53% $288.2M $49.90
2025 Q3 REDUCED 4,785,357 -783,333 -14.1% 2.52% $222.1M $45.77
2025 Q2 REDUCED 5,568,690 -23,390 -0.4% 3.18% $238.5M $42.32
2025 Q1 ADDED 5,592,080 +215,589 +4.0% 3.35% $220.1M $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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