Dimensional Intr Vtor E ETFDXIVETF
13F holders, Q2 2025 (June 30)21holders +7
7new positions
1sold out
$58.05avg. 13F price*
At the end of Q2 2025, 21 institutions reported holding Dimensional Intr Vtor E ETF (DXIV) in their 13F filings, up 7 from Q1 2025. 7 opened new positions and 1 sold out. The largest holders were Hemington Wealth Management ($17.1M), BCR Wealth Strategies, LLC ($14.9M) and FMB Wealth Management ($12.1M).
- Company
- Dimensional Intr Vtor E ETF
- CUSIP
- 25434V542
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $5.0M |
| Exits | 1 | $15K |
All 13F filers, Q1 2025 → Q2 2025: 138,822 shares bought and 51,154 shares sold, net +87,668 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| Hemington Wealth Management | 2.47% | Add +2.3% | 293,725 | $17.1M |
| BCR Wealth Strategies, LLC | 5.77% | Reduce -4.1% | 256,769 | $14.9M |
| FMB Wealth Management | 5.75% | Reduce -1.0% | 208,066 | $12.1M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -17.5% | 165,000 | $9.6M |
| Pure Financial Advisors, LLC | 0.11% | Add +27.0% | 110,134 | $6.4M |
| Jane Street Group, LLC | 0.01% | Add +19.6% | 69,070 | $4.0M |
| Assetmark, Inc. | 0.01% | New | 46,358 | $2.7M |
| Versant Capital Management, Inc | 0.28% | Reduce -7.5% | 31,671 | $1.8M |
| MML Investors Services, LLC | 0.01% | Add +36.6% | 29,636 | $1.7M |
| Cordant, Inc. | 0.79% | Add +14.1% | 28,348 | $1.6M |
| Flow Traders U.S. LLC | 0.06% | New | 27,058 | $1.6M |
| Evanson Asset Management, LLC | 0.06% | Add +0.9% | 17,419 | $1.0M |
| BIP Wealth, LLC | 0.03% | New | 7,943 | $461K |
| Applied Capital LLC | 0.15% | Reduce -2.8% | 5,747 | $334K |
| VanderPol Investments L.L.C. | 0.60% | Add +3.5% | 4,925 | $286K |
| McIlrath & Eck, LLC | 0.03% | No change | 3,853 | $224K |
| Royal Bank of Canada | 0.00% | New | 1,950 | $113K |
| Wells Fargo & Company | 0.00% | New | 1,497 | $87K |
| Glass Jacobson Investment Advisors llc | 0.02% | New | 921 | $53K |
| Global Retirement Partners, LLC | 0.00% | — | 192 | $11K |
| National Bank of Canada | 0.00% | New | 78 | $5K |
"% 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.