DFIV — DFA International Value E/Dimensional ETF Trust

Ownership history in LAM GROUP, INC. · 13 quarters on record

This page tracks every 13F SEC filing in which LAM GROUP, INC. reported a position in DFA International Value E/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

3.23% (2023 Q3)

Avg. % of fund

3.01%

First filed

2022 Q4

Last filed

2025 Q4

Quarters held

13

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	106,408	-2,025	-1.9%	3.04%	$5.3M	$49.90
2025 Q3	ADDED	108,433	+15	+0.0%	3.10%	$5.0M	$45.77
2025 Q2	REDUCED	108,418	-2,075	-1.9%	3.10%	$4.6M	$42.32
2025 Q1	REDUCED	110,493	-1,975	-1.8%	3.20%	$4.3M	$38.22

% 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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