DFIV — DIMENSIONAL ETF TRUST

Ownership history in Mattern Wealth Management LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which Mattern Wealth Management 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
1.36% (2025 Q4)
Avg. % of fund
0.76%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 141,357 +6,862 +5.1% 1.36% $7.1M $49.90
2025 Q3 ADDED 134,495 +4,087 +3.1% 1.24% $6.2M $45.77
2025 Q2 ADDED 130,408 +41,057 +46.0% 1.16% $5.6M $42.32
2025 Q1 ADDED 89,351 +9,770 +12.3% 0.78% $3.5M $38.22
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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