DFIV β€” DIMENSIONAL ETF TRUST

Ownership history in Heritage Wealth Management, Inc./Texas  Β·  13 quarters on record

AI Ownership Summary

Heritage Wealth Management, Inc./Texas reported DIMENSIONAL ETF TRUST (DFIV) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.31% in 2023 Q4. The latest visible filing shows DFIV at 0.66% 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 Heritage Wealth Management, Inc./Texas'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 0.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.31% 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 Heritage Wealth Management, Inc./Texas fund profile Heritage Wealth Management, Inc./Texas full holdings
How Heritage Wealth Management, Inc./Texas held DFIV β€” position size vs. price
% of Fund (quarterly)    DFIV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 30,654 -212 -0.7% 0.66% $1.5M 2026-02-14 (Est.) $55.10
2025 Q3 ADDED 30,866 +36 +0.1% 0.63% $1.4M 2025-10-31 $45.89
2025 Q2 REDUCED 30,830 -5,553 -15.3% 0.66% $1.3M 2025-08-01 $42.28
2025 Q1 REDUCED 36,383 -5,636 -13.4% 0.83% $1.4M 2025-04-22 $38.07
2024 Q4 REDUCED 42,019 -1,079 -2.5% 0.88% $1.5M 2025-01-21 $35.73
2024 Q3 REDUCED 43,098 -7,260 -14.4% 0.95% $1.6M 2024-10-30 $35.07
2024 Q2 ADDED 50,358 +576 +1.2% 1.13% $1.8M 2024-07-30 $35.05
2024 Q1 REDUCED 49,782 -4,471 -8.2% 1.19% $1.8M 2024-04-25 $33.82
2023 Q4 ADDED 54,253 +309 +0.6% 1.31% $1.9M 2024-01-25 $31.45
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding DFIV

As of 2025 Q4 β€” sorted by position size

Team Hewins, LLC 3Y 28.29% DIXON FNANCIAL SERVICES, INC. 3Y 28.04% Financially in Tune, LLC 19.45% PINNEY & SCOFIELD, INC. 12.27% Disciplined Equity Management, Inc. 3Y 10.76% Parkwoods Wealth Partners, LLC 10.22% Shearwater Capital LLC 3Y 9.82% Premier Financial Group 9.24% Trinity Financial Advisors LLC 3Y 9.23% VESTIA PERSONAL WEALTH ADVISORS 9.22%

FAQ About Heritage Wealth Management, Inc./Texas and DFIV

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

How long has Heritage Wealth Management, Inc./Texas reported owning DFIV?

Heritage Wealth Management, Inc./Texas reported DFIV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DFIV position in Heritage Wealth Management, Inc./Texas's portfolio?

The largest reported portfolio weight for DFIV was 1.31% in 2023 Q4.

What is the latest reported DFIV position on this page?

The most recent filing on this page is 2025 Q4, when Heritage Wealth Management, Inc./Texas reported 30,654 shares, equal to 0.66% of portfolio, with an estimated market value of $1.5M.

What does the chart on this DFIV ownership page compare?

The chart compares Heritage Wealth Management, Inc./Texas'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.

← Back to Heritage Wealth Management, Inc./Texas Holdings