DFIV — DIMENSIONAL TR ETF INTL VALE

Ownership history in Tradewinds, LLC.  ·  3 quarters on record

This page tracks every 13F SEC filing in which Tradewinds, LLC. reported a position in DIMENSIONAL TR ETF INTL VALE (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
3.32% (2025 Q4)
Avg. % of fund
2.54%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 278,885 +12,109 +4.5% 3.32% $13.9M $49.90
2025 Q3 ADDED 266,776 +149,320 +127.1% 3.00% $12.3M $45.77
2025 Q1 INITIATED 117,456 — — 1.30% $4.6M $38.22
% 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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