DFIV DIMENSIONAL ETF TRUST

Ownership history in SACHEM HILL LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which SACHEM HILL 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
6.26% (2023 Q2)
Avg. % of fund
5.93%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 592,123 -20,744 -3.4% 5.74% $29.5M $49.90
2025 Q3 REDUCED 612,867 -43,744 -6.7% 5.65% $28.3M $45.77
2025 Q2 REDUCED 656,611 -109,414 -14.3% 5.74% $28.1M $42.32
2025 Q1 REDUCED 766,025 -10,131 -1.3% 5.92% $30.2M $38.22
2024 Q4 ADDED 776,156 +3,941 +0.5% 5.75% $27.5M $34.33
2024 Q3 ADDED 772,215 +11,787 +1.6% 5.97% $29.4M $36.49
2024 Q2 ADDED 760,428 +40,104 +5.6% 5.86% $27.3M $34.22
2024 Q1 ADDED 720,324 +8,529 +1.2% 6.21% $26.5M $34.31
2023 Q4 ADDED 711,795 +17,200 +2.5% 6.17% $24.5M $32.01
2023 Q2 INITIATED 694,595 6.26% $22.8M $30.04
% of Fund (quarterly)    DFIV price (monthly, adj. close)
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