DFIV DIMENSIONAL ETF TRUST

Ownership history in G2 CAPITAL MANAGEMENT, LLC / OH  ·  17 quarters on record

AI Ownership Summary

G2 CAPITAL MANAGEMENT, LLC / OH reported DIMENSIONAL ETF TRUST (DFIV) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.22% in 2025 Q4. The latest visible filing shows DFIV at 2.22% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DFIV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was G2 CAPITAL MANAGEMENT, LLC / OH's position in DIMENSIONAL ETF TRUST, 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 2.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.22% in 2025 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.

How G2 CAPITAL MANAGEMENT, LLC / OH 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 Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 184,129 +6,789 +3.8% 2.22% $9.2M 2026-02-14 (Est.) $55.10
2025 Q3 ADDED 177,340 +11,691 +7.1% 2.06% $8.2M 2025-11-06 $46.12
2025 Q2 ADDED 165,649 +7,746 +4.9% 1.99% $7.1M 2025-07-25 $43.71
2025 Q1 ADDED 157,903 +7,441 +4.9% 1.88% $6.2M 2025-04-23 $38.11
2024 Q4 ADDED 150,462 +3,360 +2.3% 1.57% $5.3M 2025-02-07 $36.37
2024 Q3 ADDED 147,102 +2,857 +2.0% 1.65% $5.6M 2024-11-04 $35.27
2024 Q2 ADDED 144,245 +6,067 +4.4% 1.61% $5.2M 2024-08-12 $33.82
2024 Q1 ADDED 138,178 +3,236 +2.4% 1.63% $5.1M 2024-05-10 $34.94
2023 Q4 ADDED 134,942 +1,030 +0.8% 1.58% $4.6M 2024-01-29 $31.71
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About G2 CAPITAL MANAGEMENT, LLC / OH and DFIV

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

How long has G2 CAPITAL MANAGEMENT, LLC / OH reported owning DFIV?

G2 CAPITAL MANAGEMENT, LLC / OH reported DFIV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DFIV position in G2 CAPITAL MANAGEMENT, LLC / OH's portfolio?

The largest reported portfolio weight for DFIV was 2.22% in 2025 Q4.

What is the latest reported DFIV position on this page?

The most recent filing on this page is 2025 Q4, when G2 CAPITAL MANAGEMENT, LLC / OH reported 184,129 shares, equal to 2.22% of portfolio, with an estimated market value of $9.2M.

What does the chart on this DFIV ownership page compare?

The chart compares G2 CAPITAL MANAGEMENT, LLC / OH'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.

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