Ownership history in Prism Advisors, Inc. · 6 quarters on record
This page tracks every 13F SEC filing in which Prism Advisors, Inc. reported a position in DIMENSIONAL INTERNATIONAL VALUE ETF (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 431,255 | -3,836 | -0.9% | 5.74% | $21.5M | $49.90 |
| 2025 Q3 | REDUCED | 435,091 | -5,554 | -1.3% | 5.42% | $20.1M | $45.77 |
| 2025 Q2 | REDUCED | 440,645 | -86,307 | -16.4% | 5.37% | $18.9M | $42.32 |
| 2025 Q1 | REDUCED | 526,952 | -11,572 | -2.1% | 6.38% | $20.7M | $38.22 |
| 2024 Q4 | ADDED | 538,524 | +46,298 | +9.4% | 5.73% | $19.1M | $34.33 |
| 2024 Q3 | INITIATED | 492,226 | — | — | 5.36% | $18.7M | $36.49 |
As of 2025 Q4 — sorted by position size