VANCE WEALTH, LLC DFIV — DIMENSIONAL ETF TRUST

Ownership history in VANCE WEALTH, LLC  ·  8 quarters on record

AI Ownership Summary

VANCE WEALTH, LLC reported DIMENSIONAL ETF TRUST (DFIV) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 1.05% in 2025 Q4. The latest visible filing shows DFIV at 1.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFIV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was VANCE WEALTH, LLC's position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DFIV was reported at 1.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.05% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DFIV stock page VANCE WEALTH, LLC fund profile VANCE WEALTH, LLC full holdings
How VANCE WEALTH, LLC held DFIV — position size vs. price
% of Fund (quarterly)    DFIV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 70,744 +5,404 +8.3% 1.05% $3.5M 2026-02-14 (Est.) $55.10
2025 Q3 ADDED — — — 65,340 +13,094 +25.1% 0.93% $3.0M 2025-11-14 $47.46
2025 Q2 REDUCED 16.7% +8.1% ❌ 52,246 -10,444 -16.7% 0.75% $2.2M 2025-08-13 $44.64
2025 Q1 ADDED — — — 62,690 +11,949 +23.5% 0.93% $2.5M 2025-05-14 $39.76
2024 Q4 ADDED — — — 50,741 +7,594 +17.6% 0.70% $1.8M 2025-02-14 $37.20
2024 Q3 ADDED — — — 43,147 +8,648 +25.1% 0.62% $1.6M 2024-11-08 $35.16
2024 Q2 ADDED — — — 34,499 +28,115 +440.4% 0.51% $1.2M 2024-08-02 $33.78
2024 Q1 INITIATED — — — 6,384 — — 0.09% $235K 2024-04-30 $33.71

🏢 Other funds also holding DFIV

As of 2026 Q1 — sorted by position size

DIXON FNANCIAL SERVICES, INC. 3Y 29.45% Team Hewins, LLC 3Y 27.63% Financially in Tune, LLC 20.29% Navigoe, LLC 11.99% Disciplined Equity Management, Inc. 3Y 10.6% JDH Wealth Management, LLC 10.39% Trinity Financial Advisors LLC 3Y 9.95% Parkwoods Wealth Partners, LLC 9.94% Capstone Wealth Management, LLC 9.74% Shearwater Capital LLC 3Y 9.48%

FAQ About VANCE WEALTH, LLC and DFIV

These are the practical questions this page is built to answer before you even open the full history table.

How long has VANCE WEALTH, LLC reported owning DFIV?

VANCE WEALTH, LLC reported DFIV across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported DFIV position in VANCE WEALTH, LLC's portfolio?

The largest reported portfolio weight for DFIV was 1.05% in 2025 Q4.

What is the latest reported DFIV position on this page?

The most recent filing on this page is 2025 Q4, when VANCE WEALTH, LLC reported 70,744 shares, equal to 1.05% of portfolio, with an estimated market value of $3.5M.

What does the chart on this DFIV ownership page compare?

The chart compares VANCE WEALTH, LLC's quarterly DFIV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did VANCE WEALTH, LLC time their DFIV position?

Based on 13F filing dates vs. subsequent DFIV price moves, VANCE WEALTH, LLC correctly timed 6 out of 7 reported position changes (86%). The annualised alpha on DFIV relative to SPY over the holding period was +9.6%.

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