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Dimensional Etf Trust shares owned by Roundview Capital

Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) shares owned by Roundview Capital from 13F filings

Historical chart of Roundview Capital investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Roundview Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Roundview Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $521k 11k 46.12
2025-06-30 $484k 11k 42.83

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Amazon (AMZN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
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NVIDIA Corporation (NVDA)
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Meta Platforms Cl A (META)
Mastercard Incorporated Cl A (MA)
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View all positions for Roundview Capital

Top funds holding Dimensional Etf Trust

Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Pnc Financial Services
Colony
Savant Capital Management
Northern Trust
Buckingham Strategic Partners
Envestnet Asset Management
Index Fund Advisors
Raymond James Financial
EP Wealth Advisors
Creative Planning
HighTower Advisors
Plan
Foster Group

View all funds holding Dimensional Etf Trust