DXIV — DIMENSIONAL ETF TRUST

Ownership history in Applied Capital LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Applied Capital LLC reported a position in DIMENSIONAL ETF TRUST (DXIV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.16% (2025 Q4)
Avg. % of fund
0.15%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 6,448 +262 +4.2% 0.16% $420K $65.07
2025 Q3 ADDED 6,186 +439 +7.6% 0.15% $381K $61.06
2025 Q2 REDUCED 5,747 -164 -2.8% 0.15% $334K $57.38
2025 Q1 ADDED 5,911 +65 +1.1% 0.15% $307K $50.60
2024 Q4 INITIATED 5,846 — — 0.14% $281K $46.77
% of Fund (quarterly)    DXIV price (monthly, adj. close)

Other funds also holding DXIV

As of 2025 Q4 — sorted by position size

BCR Wealth Strategies, LLC 3Y 5.65% FMB WEALTH MANAGEMENT 5.23% Cordant, Inc. 3Y 1.81% Global Assets Advisory, LLC 3Y 1.39% VanderPol Investments L.L.C. 0.78% Versant Capital Management, Inc 3Y 7Y 0.35% VESTIA PERSONAL WEALTH ADVISORS 0.16% Pure Financial Advisors, LLC 3Y 7Y 0.15% Prosperitas Financial LLC 0.15% Beacon Pointe Advisors, LLC 3Y 7Y 0.14%
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