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.
| 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 |
| 2024 Q4 | ADDED | 143,249 | +2,703 | +1.9% | 1.71% | $5.1M | $34.33 |
| 2024 Q3 | ADDED | 140,546 | +6,809 | +5.1% | 1.73% | $5.4M | $36.49 |
| 2024 Q2 | ADDED | 133,737 | +3,759 | +2.9% | 1.72% | $4.8M | $34.22 |
| 2024 Q1 | ADDED | 129,978 | +12,711 | +10.8% | 1.66% | $4.8M | $34.31 |
| 2023 Q4 | ADDED | 117,267 | +11,065 | +10.4% | 1.55% | $4.0M | $32.01 |
| 2023 Q3 | ADDED | 106,202 | +7,442 | +7.5% | 1.48% | $3.5M | $30.09 |
As of 2025 Q4 — sorted by position size