DFIV — DIMENSIONAL ETF TRUST

Ownership history in Team Hewins, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which Team Hewins, 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
28.89% (2023 Q1)
Avg. % of fund
22.05%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,759,444 -27,921 -1.6% 28.29% $87.8M $49.90
2025 Q3 REDUCED 1,787,365 -45,209 -2.5% 27.84% $82.4M $45.77
2025 Q2 ADDED 1,832,574 +74,835 +4.3% 28.30% $78.5M $42.32
2024 Q4 REDUCED 1,757,739 -502 -0.0% 26.19% $60.4M $34.33
8 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

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% KEB ASSET MANAGEMENT, LLC 3Y 8.68%
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