SEC 13F Intelligence

Eq Wealth Advisors, LLC / DFIV

Eq Wealth Advisors, LLC’s Dimensional Etf Trust Position

Does Eq Wealth Advisors, LLC own Dimensional Etf Trust (DFIV)? Yes — 201.6K shares worth $11M (+6.22% of its 13F portfolio) as of Q1 2026, up from 184.9K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
201.6K
% of Portfolio
+6.22%
Quarters Held
6
currently held

Position History DFIV

Reported value by quarter
Q4 ’24: $4MQ4 ’24Q1 ’25: $6MQ1 ’25Q2 ’25: $8MQ2 ’25Q3 ’25: $9MQ3 ’25Q4 ’25: $9MQ4 ’25Q1 ’26: $11MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026201.6K$11M+6.22%
Q4 2025184.9K$9M+5.45%
Q3 2025193.9K$9M+5.88%
Q2 2025180.6K$8M+5.27%
Q1 2025147.0K$6M+4.61%
Q4 2024111.0K$4M+3.79%

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