Dimensional Intr Vtor E ETFDXIVETF
13F holders, Q4 2025 (December 31)33holders +4
5new positions
3sold out
1famous investor
$64.10avg. 13F price*
At the end of Q4 2025, 33 institutions reported holding Dimensional Intr Vtor E ETF (DXIV) in their 13F filings, up 4 from Q3 2025. 5 opened new positions and 3 sold out. The largest holders were Beacon Pointe Advisors, LLC ($20.2M), BCR Wealth Strategies, LLC ($17.0M) and FMB Wealth Management ($13.3M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $25.5M |
| Exits | 3 | $3.3M |
All 13F filers, Q3 2025 → Q4 2025: 487,788 shares bought and 73,393 shares sold, net +414,395 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| Beacon Pointe Advisors, LLC | 0.14% | New | 310,558 | $20.2M |
| BCR Wealth Strategies, LLC | 5.65% | Add +1.6% | 261,886 | $17.0M |
| FMB Wealth Management | 5.23% | Reduce -2.1% | 203,655 | $13.3M |
| Dimensional Fund Advisors LP | 0.00% | No change | 160,000 | $10.4M |
| Pure Financial Advisors, LLC | 0.14% | Add +12.4% | 141,871 | $9.2M |
| Global Assets Advisory, LLC | 1.39% | New | 97,077 | $4.8M |
| Cordant, Inc. | 1.81% | Add +94.7% | 66,209 | $4.3M |
| Assetmark, Inc. | 0.01% | Add +5.2% | 61,787 | $4.0M |
| Versant Capital Management, Inc | 0.35% | Add +27.3% | 42,892 | $2.8M |
| MML Investors Services, LLC | 0.01% | Add +5.3% | 39,321 | $2.6M |
| Evanson Asset Management, LLC | 0.09% | Add +17.9% | 24,278 | $1.6M |
| E-Wealth Partners, LLC | 1.16% | — | 21,171 | $1.4M |
| BIP Wealth, LLC | 0.03% | Add +10.8% | 11,848 | $771K |
| Citadel Advisors | 0.00% | Reduce -59.6% | 8,922 | $581K |
| VanderPol Investments L.L.C. | 0.85% | Add +24.6% | 6,865 | $447K |
| Applied Capital LLC | 0.16% | Add +4.2% | 6,448 | $420K |
| Prosperitas Financial LLC | 0.15% | Add +16.2% | 5,764 | $375K |
| Vestia Personal Wealth Advisors | 0.16% | Reduce -23.6% | 4,809 | $324K |
| Studio Investment Management LLC | 0.05% | Add +8.4% | 4,496 | $293K |
| Royal Bank of Canada | 0.00% | No change | 3,950 | $257K |
| McIlrath & Eck, LLC | 0.02% | No change | 3,853 | $251K |
| Financial Symmetry Inc | 0.09% | New | 3,255 | $212K |
| Wedmont Private Capital | 0.01% | New | 3,201 | $211K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.8% | 1,760 | $114K |
| National Bank of Canada | 0.00% | No change | 1,149 | $74K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 921 | $60K |
| Farther Finance Advisors, LLC | 0.00% | No change | 900 | $59K |
| Ares Financial Consulting, LLC | 0.01% | — | 227 | $15K |
| Global Retirement Partners, LLC | 0.00% | Reduce -0.5% | 188 | $12K |
| Trust Co. of Vermont | 0.00% | No change | 28 | $2K |
| Cwm, LLC | 0.00% | New | 11 | $1K |
| Merited Wealth, LLC | 0.00% | — | 10 | $651 |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 6 | $390 |
"% 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.