Dimensional Intr Vtor E ETFDXIVETF
13F holders, Q1 2025 (March 31)14holders +3
4new positions
1sold out
$51.89avg. 13F price*
At the end of Q1 2025, 14 institutions reported holding Dimensional Intr Vtor E ETF (DXIV) in their 13F filings, up 3 from Q4 2024. 4 opened new positions and 1 sold out. The largest holders were Hemington Wealth Management ($14.9M), BCR Wealth Strategies, LLC ($13.9M) and FMB Wealth Management ($10.9M).
- Company
- Dimensional Intr Vtor E ETF
- CUSIP
- 25434V542
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $16.3M |
| Exits | 1 | $967K |
All 13F filers, Q4 2024 → Q1 2025: 407,115 shares bought and 105,207 shares sold, net +301,908 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| Hemington Wealth Management | 2.31% | New | 287,204 | $14.9M |
| BCR Wealth Strategies, LLC | 6.10% | Add +0.5% | 267,847 | $13.9M |
| FMB Wealth Management | 6.03% | Reduce -7.3% | 210,118 | $10.9M |
| Dimensional Fund Advisors LP | 0.00% | No change | 200,000 | $10.4M |
| Pure Financial Advisors, LLC | 0.09% | Add +141.3% | 86,743 | $4.5M |
| Jane Street Group, LLC | 0.01% | Reduce -54.3% | 57,727 | $3.0M |
| Versant Capital Management, Inc | 0.30% | Add +329.0% | 34,244 | $1.8M |
| Cordant, Inc. | 0.67% | Add +140.1% | 24,850 | $1.3M |
| MML Investors Services, LLC | 0.00% | New | 21,697 | $1.1M |
| Evanson Asset Management, LLC | 0.06% | Add +1.6% | 17,263 | $896K |
| Applied Capital LLC | 0.15% | Add +1.1% | 5,911 | $307K |
| VanderPol Investments L.L.C. | 0.52% | New | 4,756 | $247K |
| McIlrath & Eck, LLC | 0.02% | No change | 3,853 | $200K |
| Studio Investment Management LLC | 0.00% | New | 287 | $15K |
"% 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.