SEC 13F Intelligence

Dixon Hughes Goodman Wealth Advisors LLC / DFIV

Dixon Hughes Goodman Wealth Advisors LLC’s Dimensional Etf Trust Position

Does Dixon Hughes Goodman Wealth Advisors LLC own Dimensional Etf Trust (DFIV)? Yes — 657.9K shares worth $22M (+6.32% of its 13F portfolio) as of Q1 2022, down from 664.7K shares the prior filed quarter.

Position Value
$22M
Q1 2022
Shares
657.9K
% of Portfolio
+6.32%
Quarters Held
2
currently held

Position History DFIV

Reported value by quarter
Q4 ’21: $22MQ4 ’21Q1 ’22: $22MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2022657.9K$22M+6.32%
Q4 2021664.7K$22M+7.11%

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