Dimensional Intr Vtor E ETFDXIVETF
13F holders, Q3 2025 (September 30)29holders +8
9new positions
1sold out
1famous investor
$61.53avg. 13F price*
At the end of Q3 2025, 29 institutions reported holding Dimensional Intr Vtor E ETF (DXIV) in their 13F filings, up 8 from Q2 2025. 9 opened new positions and 1 sold out. The largest holders were Hemington Wealth Management ($19.5M), BCR Wealth Strategies, LLC ($15.9M) and FMB Wealth Management ($12.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Dimensional Intr Vtor E ETF
- CUSIP
- 25434V542
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $2.7M |
| Exits | 1 | $87K |
All 13F filers, Q2 2025 → Q3 2025: 121,624 shares bought and 52,110 shares sold, net +69,514 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 29 holders
| Hemington Wealth Management | 2.53% | Add +7.7% | 316,361 | $19.5M |
| BCR Wealth Strategies, LLC | 5.58% | Add +0.4% | 257,886 | $15.9M |
| FMB Wealth Management | 5.42% | Reduce -0.0% | 207,975 | $12.8M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -3.0% | 160,000 | $9.8M |
| Pure Financial Advisors, LLC | 0.12% | Add +14.6% | 126,222 | $7.8M |
| Assetmark, Inc. | 0.01% | Add +26.8% | 58,760 | $3.6M |
| MML Investors Services, LLC | 0.01% | Add +26.0% | 37,348 | $2.3M |
| Jane Street Group, LLC | 0.00% | Reduce -46.0% | 37,317 | $2.3M |
| Cordant, Inc. | 0.94% | Add +19.9% | 34,003 | $2.1M |
| Versant Capital Management, Inc | 0.28% | Add +6.4% | 33,694 | $2.1M |
| Citadel Advisors | 0.00% | New | 22,114 | $1.4M |
| Evanson Asset Management, LLC | 0.07% | Add +18.2% | 20,583 | $1.3M |
| Flow Traders U.S. LLC | 0.03% | Reduce -50.9% | 13,292 | $818K |
| BIP Wealth, LLC | 0.03% | Add +34.6% | 10,694 | $658K |
| Vestia Personal Wealth Advisors | 0.21% | New | 6,296 | $387K |
| Applied Capital LLC | 0.15% | Add +7.6% | 6,186 | $381K |
| VanderPol Investments L.L.C. | 0.66% | Add +11.9% | 5,509 | $342K |
| Prosperitas Financial LLC | 0.13% | New | 4,961 | $305K |
| Studio Investment Management LLC | 0.05% | New | 4,147 | $255K |
| Royal Bank of Canada | 0.00% | Add +102.6% | 3,950 | $243K |
| McIlrath & Eck, LLC | 0.02% | No change | 3,853 | $237K |
| Osaic Holdings, Inc. | 0.00% | New | 3,784 | $233K |
| Cardiff Park Advisors, LLC | 0.01% | New | 1,746 | $107K |
| National Bank of Canada | 0.00% | Add +1373.1% | 1,149 | $71K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 921 | $57K |
| Farther Finance Advisors, LLC | 0.00% | New | 900 | $55K |
| Global Retirement Partners, LLC | 0.00% | Reduce -1.6% | 189 | $12K |
| Trust Co. of Vermont | 0.00% | New | 28 | $2K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 6 | $369 |
"% 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.