SEC 13F Intelligence

M Holdings Securities, Inc. / DFIV

M Holdings Securities, Inc.’s Dimensional Etf Trust Position

Does M Holdings Securities, Inc. own Dimensional Etf Trust (DFIV)? Yes — 595.9K shares worth $31M (+2.10% of its 13F portfolio) as of Q1 2026, up from 493.9K shares the prior filed quarter.

Position Value
$31M
Q1 2026
Shares
595.9K
% of Portfolio
+2.10%
Quarters Held
8
currently held

Position History DFIV

Reported value by quarter
Q1 ’22: $515,000Q1 ’22Q2 ’22: $425,000Q2 ’22Q3 ’22: $391,000Q3 ’22Q4 ’22: $322,000Q4 ’22Q2 ’24: $24MQ2 ’24Q2 ’25: $2MQ2 ’25Q4 ’25: $25MQ4 ’25Q1 ’26: $31MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026595.9K$31M+2.10%
Q4 2025493.9K$25M+1.76%
Q2 202555.3K$2M+0.41%
Q2 2024674.3K$24M+3.14%
Q4 202210.6K$322,000+0.03%
Q3 202215.2K$391,000+0.04%
Q2 202214.7K$425,000+0.04%
Q1 202215.4K$515,000+0.04%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See M Holdings Securities, Inc.’s full portfolio or all institutional holders of DFIV.