Stone Summit Wealth LLC / DFIV
Stone Summit Wealth LLC’s Dimensional Etf Trust Position
Does Stone Summit Wealth LLC own Dimensional Etf Trust (DFIV)? Yes — 198.6K shares worth $10M (+2.92% of its 13F portfolio) as of Q1 2026, up from 192.1K shares the prior filed quarter.
Position Value
$10M
Q1 2026
Shares
198.6K
% of Portfolio
+2.92%
Quarters Held
18
currently held
Position History DFIV
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 198.6K | $10M | +2.92% |
| Q4 2025 | 192.1K | $10M | +2.60% |
| Q3 2025 | 183.5K | $8M | +2.40% |
| Q2 2025 | 168.8K | $7M | +2.24% |
| Q1 2025 | 161.0K | $6M | +2.15% |
| Q4 2024 | 143.2K | $5M | +1.71% |
| Q3 2024 | 140.5K | $5M | +1.73% |
| Q2 2024 | 133.7K | $5M | +1.72% |
| Q1 2024 | 130.0K | $5M | +1.66% |
| Q4 2023 | 117.3K | $4M | +1.55% |
| Q3 2023 | 106.2K | $3M | +1.48% |
| Q2 2023 | 98.8K | $3M | +1.34% |
| Q1 2023 | 87.3K | $3M | +1.25% |
| Q4 2022 | 71.2K | $2M | +1.06% |
| Q3 2022 | 65.6K | $2M | +1.04% |
| Q2 2022 | 59.5K | $2M | +1.03% |
| Q1 2022 | 45.7K | $2M | +0.87% |
| Q4 2021 | 15.3K | $498,000 | +0.40% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Stone Summit Wealth LLC’s full portfolio or all institutional holders of DFIV.