SEC 13F Intelligence

Family Cfo Inc / DFIV

Family Cfo Inc’s Dimensional Etf Trust Position

Does Family Cfo Inc own Dimensional Etf Trust (DFIV)? Yes64.6K shares worth $3M (+1.53% of its 13F portfolio) as of Q1 2026, up from 64.3K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
64.6K
% of Portfolio
+1.53%
Quarters Held
13
currently held

Position History DFIV

Reported value by quarter
Q1 ’23: $1MQ1 ’23Q2 ’23: $1MQ3 ’23: $2MQ3 ’23Q4 ’23: $2MQ1 ’24: $2MQ1 ’24Q2 ’24: $2MQ3 ’24: $2MQ3 ’24Q4 ’24: $2MQ1 ’25: $2MQ1 ’25Q2 ’25: $3MQ3 ’25: $3MQ3 ’25Q4 ’25: $3MQ1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202664.6K$3M+1.53%
Q4 202564.3K$3M+1.43%
Q3 202564.2K$3M+1.36%
Q2 202562.9K$3M+1.35%
Q1 202561.9K$2M+1.34%
Q4 202461.7K$2M+1.21%
Q3 202454.1K$2M+1.16%
Q2 202454.1K$2M+1.20%
Q1 202452.2K$2M+1.19%
Q4 202346.2K$2M+1.02%
Q3 202346.2K$2M+1.08%
Q2 202341.9K$1M+0.97%
Q1 202341.2K$1M+1.01%

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