DFIV β€” DIMENSIONAL ETF TRUST

Ownership history in KM Capital Management Ltd.  Β·  13 quarters on record

AI Ownership Summary

KM Capital Management Ltd. reported DIMENSIONAL ETF TRUST (DFIV) in 13 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 8.13% in 2023 Q3. The latest visible filing shows DFIV at 7.41% 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 KM Capital Management Ltd.'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 7.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.13% in 2023 Q3

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

Time in book
Holding Window
2023 Q3 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 KM Capital Management Ltd. held DFIV β€” position size vs. price
% of Fund (quarterly)    DFIV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 290,623 -6,197 -2.1% 7.41% $14.5M 2026-02-14 (Est.) $55.21
2025 Q3 REDUCED 296,820 -7,214 -2.4% 6.33% $13.7M 2025-11-14 $47.55
2025 Q2 REDUCED 304,034 -5,381 -1.7% 6.43% $13.0M 2025-08-08 $44.07
2025 Q1 ADDED 309,415 +17,320 +5.9% 6.56% $12.2M 2025-05-02 $39.40
2024 Q4 ADDED 292,095 +26,574 +10.0% 5.36% $10.4M 2025-02-04 $35.91
2024 Q3 REDUCED 265,521 -31,142 -10.5% 5.40% $10.1M 2024-11-14 $34.64
2024 Q2 REDUCED 296,663 -35,847 -10.8% 5.52% $10.7M 2024-08-02 $33.84
2024 Q1 REDUCED 332,510 -41,106 -11.0% 6.77% $12.2M 2024-05-14 $35.25
2023 Q4 ADDED 373,616 +9,355 +2.6% 7.41% $12.8M 2024-01-18 $31.10
2023 Q3 ADDED 364,261 +45,521 +14.3% 8.13% $11.9M 2023-11-13 $29.46
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About KM Capital Management Ltd. and DFIV

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

How long has KM Capital Management Ltd. reported owning DFIV?

KM Capital Management Ltd. reported DFIV across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported DFIV position in KM Capital Management Ltd.'s portfolio?

The largest reported portfolio weight for DFIV was 8.13% in 2023 Q3.

What is the latest reported DFIV position on this page?

The most recent filing on this page is 2025 Q4, when KM Capital Management Ltd. reported 290,623 shares, equal to 7.41% of portfolio, with an estimated market value of $14.5M.

What does the chart on this DFIV ownership page compare?

The chart compares KM Capital Management Ltd.'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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