DFIV β€” DIMENSIONAL ETF TRUST

Ownership history in Mraz, Amerine & Associates, Inc.  Β·  14 quarters on record

AI Ownership Summary

Mraz, Amerine & Associates, Inc. reported DIMENSIONAL ETF TRUST (DFIV) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.98% in 2025 Q4. The latest visible filing shows DFIV at 1.98% 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 Mraz, Amerine & Associates, Inc.'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 1.98% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.98% in 2025 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.

How Mraz, Amerine & Associates, Inc. held DFIV β€” position size vs. price
% of Fund (quarterly)    DFIV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (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 ADDED 267,218 +4,317 +1.6% 1.98% $13.3M 2026-02-14 (Est.) $55.10
2025 Q3 ADDED 262,901 +26,826 +11.4% 1.89% $12.1M 2025-11-06 $46.12
2025 Q2 ADDED 236,075 +10,660 +4.7% 1.62% $10.1M 2025-07-23 $44.02
2025 Q1 ADDED 225,415 +2,772 +1.2% 1.54% $8.9M 2025-04-30 $38.93
2024 Q4 ADDED 222,643 +32,020 +16.8% 1.41% $7.9M 2025-01-31 $35.90
2024 Q3 ADDED 190,623 +16,923 +9.7% 1.31% $7.3M 2024-10-23 $35.18
2024 Q2 ADDED 173,700 +28,380 +19.5% 1.28% $6.2M 2024-08-01 $34.43
2024 Q1 ADDED 145,320 +28,226 +24.1% 1.01% $5.3M 2024-05-15 $35.40
2023 Q4 ADDED 117,094 +11,335 +10.7% 0.84% $4.0M 2024-01-31 $31.52
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Mraz, Amerine & Associates, Inc. and DFIV

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

How long has Mraz, Amerine & Associates, Inc. reported owning DFIV?

Mraz, Amerine & Associates, Inc. reported DFIV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DFIV position in Mraz, Amerine & Associates, Inc.'s portfolio?

The largest reported portfolio weight for DFIV was 1.98% in 2025 Q4.

What is the latest reported DFIV position on this page?

The most recent filing on this page is 2025 Q4, when Mraz, Amerine & Associates, Inc. reported 267,218 shares, equal to 1.98% of portfolio, with an estimated market value of $13.3M.

What does the chart on this DFIV ownership page compare?

The chart compares Mraz, Amerine & Associates, Inc.'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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