Wedmont Private Capital »

Dimensional Etf Trust shares owned by Wedmont Private Capital

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

Historical chart of Wedmont Private Capital investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by Wedmont Private Capital

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.7M 30k 55.06
2025-12-31 $1.1M 22k 50.20
2025-09-30 $952k 21k 46.27
2025-06-30 $895k 21k 43.51
2025-03-31 $769k 21k 37.41

More positions owned by Wedmont Private Capital

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Ishares Tr Us Treas Bd Etf (GOVT)
NVIDIA Corporation (NVDA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr National Mun Etf (MUB)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)

View all positions for Wedmont Private Capital

Top funds holding Dimensional Etf Trust

Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Pnc Financial Services
Colony
Savant Capital Management
Northern Trust
EP Wealth Advisors
Buckingham Strategic Partners
CI Private Wealth
Envestnet Asset Management
Kestra Investment Management
Farther Finance Advisors
Raymond James Financial
Plan
Index Fund Advisors

View all funds holding Dimensional Etf Trust