SEC 13F Intelligence

Redstone Wealth Management, LLC / DFIV

Redstone Wealth Management, LLC’s Dimensional Etf Trust Position

Does Redstone Wealth Management, LLC own Dimensional Etf Trust (DFIV)? Yes63.8K shares worth $3M (+2.68% of its 13F portfolio) as of Q1 2026.

Position Value
$3M
Q1 2026
Shares
63.8K
% of Portfolio
+2.68%
Quarters Held
1
currently held

Position History DFIV

Reported value by quarter
Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202663.8K$3M+2.68%

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