SEC 13F Intelligence

Cowa, LLC / DFIV

Cowa, LLC’s Dimensional Etf Trust Position

Does Cowa, LLC own Dimensional Etf Trust (DFIV)? Yes443.7K shares worth $23M (+6.32% of its 13F portfolio) as of Q1 2026, up from 364.5K shares the prior filed quarter.

Position Value
$23M
Q1 2026
Shares
443.7K
% of Portfolio
+6.32%
Quarters Held
17
currently held

Position History DFIV

Reported value by quarter
Q1 ’22: $2MQ1 ’22Q2 ’22: $2MQ3 ’22: $3MQ4 ’22: $4MQ4 ’22Q1 ’23: $4MQ2 ’23: $6MQ3 ’23: $7MQ3 ’23Q4 ’23: $8MQ1 ’24: $10MQ2 ’24: $12MQ2 ’24Q3 ’24: $15MQ4 ’24: $13MQ1 ’25: $13MQ1 ’25Q2 ’25: $18MQ3 ’25: $21MQ4 ’25: $18MQ4 ’25Q1 ’26: $23Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026443.7K$23M+6.32%
Q4 2025364.5K$18M+5.53%
Q3 2025447.5K$21M+6.85%
Q2 2025416.4K$18M+6.79%
Q1 2025327.0K$13M+5.48%
Q4 2024371.2K$13M+6.07%
Q3 2024390.4K$15M+7.08%
Q2 2024325.7K$12M+6.24%
Q1 2024261.2K$10M+5.66%
Q4 2023238.0K$8M+5.10%
Q3 2023213.2K$7M+4.70%
Q2 2023177.6K$6M+3.84%
Q1 20231.25M$4M+3.06%
Q4 2022145.6K$4M+2.75%
Q3 2022134.1K$3M+2.28%
Q2 202282.2K$2M+1.37%
Q1 202263.4K$2M+1.06%

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