Laurel Wealth Planning LLC / DFIV
Laurel Wealth Planning LLC’s Dimensional Etf Trust Position
Does Laurel Wealth Planning LLC own Dimensional Etf Trust (DFIV)? Yes — 152.6K shares worth $8M (+4.25% of its 13F portfolio) as of Q1 2026, up from 109.7K shares the prior filed quarter.
Position Value
$8M
Q1 2026
Shares
152.6K
% of Portfolio
+4.25%
Quarters Held
17
currently held
Position History DFIV
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 152.6K | $8M | +4.25% |
| Q4 2025 | 109.7K | $5M | +3.03% |
| Q3 2025 | 113.4K | $5M | +2.77% |
| Q2 2025 | 117.3K | $5M | +2.86% |
| Q1 2025 | 119.7K | $5M | +3.13% |
| Q4 2024 | 117.5K | $4,167 | +2.69% |
| Q3 2024 | 114.5K | $4,358 | +2.85% |
| Q2 2024 | 115.5K | $4,152 | +2.89% |
| Q1 2024 | 128.3K | $4,716 | +3.13% |
| Q4 2023 | 124.2K | $4,267 | +3.02% |
| Q3 2023 | 122.5K | $3,995 | +3.11% |
| Q2 2023 | 112.6K | $3,699 | +2.64% |
| Q1 2023 | 103.8K | $3,346 | +2.22% |
| Q4 2022 | 84.6K | $3M | +1.66% |
| Q3 2022 | 87.5K | $2M | +1.66% |
| Q2 2022 | 88.7K | $3M | +1.80% |
| Q1 2022 | 56.9K | $2M | +1.29% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Laurel Wealth Planning LLC’s full portfolio or all institutional holders of DFIV.