DFIV — DIMENSIONAL ETF TRUST

Ownership history in Wealth Architects, LLC  ·  18 quarters on record

This page tracks every 13F SEC filing in which Wealth Architects, 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
7.77% (2022 Q1)
Avg. % of fund
3.27%
First filed
2021 Q3
Last filed
2025 Q4
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 733,561 -1,144 -0.2% 3.30% $36.6M $49.90
2025 Q3 REDUCED 734,705 -2,490 -0.3% 3.20% $33.9M $45.77
2025 Q2 ADDED 737,195 +392,390 +113.8% 3.21% $31.6M $42.32
2025 Q1 REDUCED 344,805 -396,431 -53.5% 0.75% $6.8M $38.22
14 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

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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