NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO DFIV — DIMENSIONAL ETF TRUST

Ownership history in NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO  ·  19 quarters on record

AI Ownership Summary

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO reported DIMENSIONAL ETF TRUST (DFIV) in 19 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.01% in 2026 Q1. The latest visible filing shows DFIV at 1.01% 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 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO'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
2026 Q1

DFIV was reported at 1.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.01% in 2026 Q1

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 2026 Q1

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.

DFIV stock page NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO fund profile NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO full holdings
How NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO held DFIV — position size vs. price
% of Fund (quarterly)    DFIV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 31,175,901 +31,094,510 +38203.9% 1.01% $1.65B 2026-05-07 $54.75
2025 Q4 REDUCED 99.7% +6.0% ❌ 81,391 -26,803,019 -99.7% 0.00% $2.1M 2026-02-05 $53.25
2025 Q3 ADDED — — — 26,884,410 +2,256,850 +9.2% 0.83% $1.24B 2025-11-14 $47.46
2025 Q2 ADDED — — — 24,627,560 +23,241,330 +1676.6% 0.77% $1.05B 2025-08-13 $44.64
2025 Q1 ADDED — — — 1,386,230 +288,925 +26.3% 0.04% $54.6M 2025-05-14 $39.76
2024 Q4 ADDED — — — 1,097,305 +125,851 +13.0% 0.03% $38.9M 2025-02-11 $36.74
2024 Q3 ADDED — — — 971,454 +141,997 +17.1% 0.03% $37.0M 2024-11-12 $34.59
2024 Q2 ADDED — — — 829,457 +126,348 +18.0% 0.03% $29.8M 2024-08-16 $35.10
2024 Q1 REDUCED — — — 703,109 -1,680 -0.2% 0.03% $25.8M 2024-05-15 $35.40
2023 Q4 REDUCED 27.7% +6.6% ❌ 704,789 -269,499 -27.7% 0.03% $24.2M 2024-02-13 $31.01
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DFIV

As of 2026 Q1 — sorted by position size

DIXON FNANCIAL SERVICES, INC. 3Y 29.45% Team Hewins, LLC 3Y 27.63% Financially in Tune, LLC 20.29% Robinswood Financial LLC 16.6% PINNEY & SCOFIELD, INC. 12.09% Navigoe, LLC 11.99% FISCHER INVESTMENT STRATEGIES, LLC 11.02% Disciplined Equity Management, Inc. 3Y 10.6% JDH Wealth Management, LLC 10.39% Trinity Financial Advisors LLC 3Y 9.95%

FAQ About NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO and DFIV

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

How long has NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO reported owning DFIV?

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO reported DFIV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DFIV position in NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO's portfolio?

The largest reported portfolio weight for DFIV was 1.01% in 2026 Q1.

What is the latest reported DFIV position on this page?

The most recent filing on this page is 2026 Q1, when NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO reported 31,175,901 shares, equal to 1.01% of portfolio, with an estimated market value of $1.65B.

What does the chart on this DFIV ownership page compare?

The chart compares NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO'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.

How well did NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO time their DFIV position?

Based on 13F filing dates vs. subsequent DFIV price moves, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO correctly timed 11 out of 18 reported position changes (61%). The annualised alpha on DFIV relative to SPY over the holding period was +3.2%.

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