Dimensional Intr Vtor E ETFDXIVETF
13F holders, Q4 2024 (December 31)11holders +5
5new positions
0sold out
$48.08avg. 13F price*
At the end of Q4 2024, 11 institutions reported holding Dimensional Intr Vtor E ETF (DXIV) in their 13F filings, up 5 from Q3 2024. 5 opened new positions and 0 sold out. The largest holders were BCR Wealth Strategies, LLC ($12.8M), FMB Wealth Management ($10.9M) and Dimensional Fund Advisors LP ($9.6M).
- Company
- Dimensional Intr Vtor E ETF
- CUSIP
- 25434V542
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $3.7M |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 131,033 shares bought and 174 shares sold, net +130,859 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 11 holders
| BCR Wealth Strategies, LLC | 5.99% | Add +10.7% | 266,569 | $12.8M |
| FMB Wealth Management | 6.14% | Reduce -0.1% | 226,696 | $10.9M |
| Dimensional Fund Advisors LP | 0.00% | No change | 200,000 | $9.6M |
| Jane Street Group, LLC | 0.01% | Add +11.6% | 126,239 | $6.1M |
| Pure Financial Advisors, LLC | 0.04% | New | 35,953 | $1.7M |
| Old Mission Capital LLC | 0.02% | Add +299.2% | 20,117 | $967K |
| Evanson Asset Management, LLC | 0.06% | New | 16,989 | $817K |
| Cordant, Inc. | 0.26% | New | 10,348 | $498K |
| Versant Capital Management, Inc | 0.08% | New | 7,982 | $384K |
| Applied Capital LLC | 0.14% | New | 5,846 | $281K |
| McIlrath & Eck, LLC | 0.02% | No change | 3,853 | $185K |
"% of holder's portfolio" is DXIV's weight in each manager's 13F, not the share of Dimensional Intr Vtor E ETF the manager owns.