DFIV β€” DIMENSIONAL INTERNATIONAL VALUE ETF

Ownership history in Prism Advisors, Inc.  Β·  6 quarters on record

AI Ownership Summary

Prism Advisors, Inc. reported DIMENSIONAL INTERNATIONAL VALUE ETF (DFIV) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 6.38% in 2025 Q1. The latest visible filing shows DFIV at 5.74% 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.

What this DFIV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Prism Advisors, Inc.'s position in DIMENSIONAL INTERNATIONAL VALUE ETF, 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 5.74% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.38% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 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 Prism Advisors, Inc. held DFIV β€” position size vs. price
% of Fund (quarterly)    DFIV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 431,255 -3,836 -0.9% 5.74% $21.5M 2026-02-14 (Est.) $55.10
2025 Q3 REDUCED 435,091 -5,554 -1.3% 5.42% $20.1M 2025-10-14 $45.21
2025 Q2 REDUCED 440,645 -86,307 -16.4% 5.37% $18.9M 2025-07-08 $42.46
2025 Q1 REDUCED 526,952 -11,572 -2.1% 6.38% $20.7M 2025-05-01 $38.77
2024 Q4 ADDED 538,524 +46,298 +9.4% 5.73% $19.1M 2025-01-22 $35.42
2024 Q3 INITIATED 492,226 β€” β€” 5.36% $18.7M 2024-10-15 $35.57

🏒 Other funds also holding DFIV

As of 2026 Q1 β€” sorted by position size

COLLECTIVE FAMILY OFFICE LLC 3Y 0.61% Ares Financial Consulting, LLC 0.48%

FAQ About Prism Advisors, 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 Prism Advisors, Inc. reported owning DFIV?

Prism Advisors, Inc. reported DFIV across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported DFIV position in Prism Advisors, Inc.'s portfolio?

The largest reported portfolio weight for DFIV was 6.38% in 2025 Q1.

What is the latest reported DFIV position on this page?

The most recent filing on this page is 2025 Q4, when Prism Advisors, Inc. reported 431,255 shares, equal to 5.74% of portfolio, with an estimated market value of $21.5M.

What does the chart on this DFIV ownership page compare?

The chart compares Prism Advisors, 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.

← Back to Prism Advisors, Inc. Holdings