DFIV — DIMENSIONAL ETF TRUST

Ownership history in Kings Path Partners LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Kings Path Partners 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
3.21% (2025 Q1)
Avg. % of fund
2.63%
First filed
2024 Q2
Last filed
2025 Q2
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 REDUCED 161,903 -4,670 -2.8% 2.79% $6.9M $42.32
2025 Q1 ADDED 166,573 +2,659 +1.6% 3.21% $6.6M $38.22
2024 Q4 ADDED 163,914 +18,252 +12.5% 2.48% $5.8M $34.33
2024 Q3 ADDED 145,662 +8,105 +5.9% 2.33% $5.5M $36.49
2024 Q2 INITIATED 137,557 — — 2.33% $4.9M —
% 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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