DFIV — DIMENSIONAL ETF TRUST

Ownership history in Seven Springs Wealth Group, LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which Seven Springs Wealth Group, 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
0.71% (2023 Q1)
Avg. % of fund
0.58%
First filed
2022 Q3
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 37,585 -67 -0.2% 0.54% $1.9M $49.90
2025 Q3 ADDED 37,652 +2,043 +5.7% 0.42% $1.7M $45.77
2025 Q2 REDUCED 35,609 -565 -1.6% 0.38% $1.5M $42.32
2025 Q1 REDUCED 36,174 -3,176 -8.1% 0.51% $1.4M $38.22
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFIV price (monthly, adj. close)

Other funds also holding DFIV

As of 2025 Q4 — sorted by position size

Team Hewins, LLC 3Y 28.29% DIXON FNANCIAL SERVICES, INC. 3Y 28.04% Financially in Tune, LLC 19.45% Disciplined Equity Management, Inc. 3Y 10.76% Parkwoods Wealth Partners, LLC 10.22% Shearwater Capital LLC 3Y 9.82% Trinity Financial Advisors LLC 3Y 9.23% VESTIA PERSONAL WEALTH ADVISORS 9.22% BAYSHORE ASSET MANAGEMENT, LLC 3Y 9.17% FISCHER INVESTMENT STRATEGIES, LLC 8.85%
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