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DXIV DIMENSIONAL ETF TRUST

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SHS (fund)

15 managers (15 13F filers) reported a position in DXIV shares at 2025-03-31, 1,222,500 shares in all. 4 filers opened a position and 1 filer sold out during the quarter.

Managers
15
13F filers
15
New
4
Added
6
Reduced
2
Sold out
1
Shares held by filers
1,222,500

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

HolderSharesValue% of portfolioChangeSource
Hemington Wealth Management287,204$14.9M2.31%new13F-HRTimeline
BCR Wealth Strategies, LLC267,847$13.9M6.1%+1,27813F-HRTimeline
FMB WEALTH MANAGEMENT210,118$10.9M6.03%-16,57813F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP200,000$10.4M<0.01%013F-HRTimelineGroup
Pure Financial Advisors, LLC86,743$4.5M0.09%+50,79013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC57,727$3M0.01%-68,51213F-HR/ATimelineGroup
Versant Capital Management, Inc34,244$1.78M0.3%+26,26213F-HRTimeline
Cordant, Inc.24,850$1.29M0.67%+14,50213F-HRTimeline
MML INVESTORS SERVICES, LLC21,697$1.13M<0.01%new13F-HRTimeline
Evanson Asset Management, LLC17,263$896K0.06%+27413F-HRTimeline
Applied Capital LLC5,911$307K0.15%+6513F-HRTimeline
VanderPol Investments L.L.C.4,756$247K0.52%new13F-HRTimeline
McIlrath & Eck, LLC3,853$200K0.02%013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC287$14.9K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.