SEC 13F Intelligence

Kelly Financial Group LLC / DFIV

Kelly Financial Group LLC’s Dimensional Etf Trust Position

Does Kelly Financial Group LLC own Dimensional Etf Trust (DFIV)? Yes — 94.2K shares worth $5M (+1.25% of its 13F portfolio) as of Q1 2026, down from 100.6K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
94.2K
% of Portfolio
+1.25%
Quarters Held
6
currently held

Position History DFIV

Reported value by quarter
Q4 ’24: $3MQ4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $4MQ2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $5MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202694.2K$5M+1.25%
Q4 2025100.6K$5M+1.28%
Q3 202599.3K$5M+1.21%
Q2 202596.4K$4M+1.19%
Q1 202588.9K$3M+1.09%
Q4 202489.3K$3M+1.13%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kelly Financial Group LLC’s full portfolio or all institutional holders of DFIV.