Ownership history in VANCE WEALTH, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which VANCE WEALTH, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 70,744 | +5,404 | +8.3% | 1.05% | $3.5M | $49.90 |
| 2025 Q3 | ADDED | 65,340 | +13,094 | +25.1% | 0.93% | $3.0M | $45.77 |
| 2025 Q2 | REDUCED | 52,246 | -10,444 | -16.7% | 0.75% | $2.2M | $42.32 |
| 2025 Q1 | ADDED | 62,690 | +11,949 | +23.5% | 0.93% | $2.5M | $38.22 |
| 2024 Q4 | ADDED | 50,741 | +7,594 | +17.6% | 0.70% | $1.8M | $34.33 |
| 2024 Q3 | ADDED | 43,147 | +8,648 | +25.1% | 0.62% | $1.6M | $36.49 |
| 2024 Q2 | ADDED | 34,499 | +28,115 | +440.4% | 0.51% | $1.2M | $34.22 |
| 2024 Q1 | INITIATED | 6,384 | — | — | 0.09% | $235K | — |
As of 2025 Q4 — sorted by position size