DXIV DIMENSIONAL ETF TRUST
FollowSHS (fund)
12 managers (12 13F filers) reported a position in DXIV shares at 2024-12-31, 920,592 shares in all. 5 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 12
- 13F filers
- 12
- New
- 5
- Added
- 3
- Reduced
- 1
- Sold out
- 0
- Shares held by filers
- 920,592
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q4 2024
Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| BCR Wealth Strategies, LLC | 266,569 | $12.8M | 5.99% | +25,689 | 13F-HRTimeline |
| FMB WEALTH MANAGEMENT | 226,696 | $10.9M | 6.14% | -174 | 13F-HRTimeline |
| DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP | 200,000 | $9.62M | <0.01% | 0 | 13F-HRTimelineGroup |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 126,239 | $6.07M | 0.01% | +13,148 | 13F-HRTimelineGroup |
| Pure Financial Advisors, LLC | 35,953 | $1.73M | 0.04% | new | 13F-HRTimeline |
| OLD MISSION CAPITAL LLC | 20,117 | $967K | 0.02% | +15,078 | 13F-HRTimeline |
| Evanson Asset Management, LLC | 16,989 | $817K | 0.06% | new | 13F-HRTimeline |
| Cordant, Inc. | 10,348 | $498K | 0.26% | new | 13F-HRTimeline |
| Versant Capital Management, Inc | 7,982 | $384K | 0.08% | new | 13F-HRTimeline |
| Applied Capital LLC | 5,846 | $281K | 0.14% | new | 13F-HRTimeline |
| McIlrath & Eck, LLC | 3,853 | $185K | 0.02% | 0 | 13F-HRTimeline |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0% | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |