DFIV — DIMENSIONAL ETF TRUST

Ownership history in Trace Wealth Advisors, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Trace Wealth 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
1.6% (2025 Q4)
Avg. % of fund
1.52%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 44,424 — 0% 1.60% $2.2M $49.90
2025 Q3 UNCHANGED 44,424 — 0% 1.53% $2.0M $45.77
2025 Q2 UNCHANGED 44,424 — 0% 1.55% $1.9M $42.32
2025 Q1 ADDED 44,424 +1,120 +2.6% 1.56% $1.7M $38.22
2024 Q4 INITIATED 43,304 — — 1.38% $1.5M $34.33
% 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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