DFIV — DIMENSIONAL ETF TRUST

Ownership history in Sunesis Advisors, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Sunesis Advisors, 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
0.52% (2024 Q3)
Avg. % of fund
0.49%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 22,653 — 0% 0.51% $1.1M $49.90
2025 Q3 UNCHANGED 22,653 — 0% 0.49% $1.0M $45.77
2025 Q1 UNCHANGED 22,653 — 0% 0.48% $892K $38.22
2024 Q4 UNCHANGED 22,653 — 0% 0.49% $804K $34.33
2024 Q3 UNCHANGED 22,653 — 0% 0.52% $863K $36.49
2024 Q2 UNCHANGED 22,653 — 0% 0.48% $814K $34.22
2024 Q1 INITIATED 22,653 — — 0.49% $832K —
% 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%
← Back to Sunesis Advisors, LLC Holdings