Ownership history in Smartleaf Asset Management LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Smartleaf Asset Management 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 771,364 | +753,005 | +4101.6% | 1.46% | $38.6M | $49.90 |
| 2025 Q3 | ADDED | 18,359 | +1,774 | +10.7% | 0.05% | $846K | $45.77 |
| 2025 Q2 | REDUCED | 16,585 | -1,248 | -7.0% | 0.06% | $710K | $42.32 |
| 2025 Q1 | ADDED | 17,833 | +1,533 | +9.4% | 0.07% | $708K | $38.22 |
| 2024 Q4 | UNCHANGED | 16,300 | — | 0% | 0.06% | $577K | $34.33 |
| 2024 Q3 | UNCHANGED | 16,300 | — | 0% | 0.08% | $623K | $36.49 |
| 2024 Q2 | REDUCED | 16,300 | -170 | -1.0% | 0.10% | $583K | $34.22 |
| 2024 Q1 | ADDED | 16,470 | +712 | +4.5% | 0.14% | $567K | $34.31 |
| 2023 Q4 | INITIATED | 15,758 | — | — | 0.15% | $542K | — |
As of 2025 Q4 — sorted by position size