DFIV — DIMENSIONAL ETF TRUST

Ownership history in Stone Summit Wealth LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Stone Summit Wealth 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
2.6% (2025 Q4)
Avg. % of fund
1.54%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 192,139 +8,680 +4.7% 2.60% $9.6M $49.90
2025 Q3 ADDED 183,459 +14,668 +8.7% 2.40% $8.5M $45.77
2025 Q2 ADDED 168,791 +7,829 +4.9% 2.24% $7.2M $42.32
2025 Q1 ADDED 160,962 +17,713 +12.4% 2.15% $6.3M $38.22
13 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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