BIP Wealth, LLC DXIV β€” DIMENSIONAL ETF TRUST

Ownership history in BIP Wealth, LLC  Β·  4 quarters on record

AI Ownership Summary

BIP Wealth, LLC reported DIMENSIONAL ETF TRUST (DXIV) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.04% in 2026 Q1. The latest visible filing shows DXIV at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DXIV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BIP Wealth, LLC's position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DXIV was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DXIV stock page BIP Wealth, LLC fund profile BIP Wealth, LLC full holdings
How BIP Wealth, LLC held DXIV β€” position size vs. price
% of Fund (quarterly)    DXIV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 12,748 +900 +7.6% 0.04% $861K 2026-04-27 $70.19
2025 Q4 ADDED β€” β€” β€” 11,848 +1,154 +10.8% 0.03% $771K 2026-01-21 $67.30
2025 Q3 ADDED β€” β€” β€” 10,694 +2,751 +34.6% 0.03% $658K 2025-10-30 $61.16
2025 Q2 INITIATED β€” β€” β€” 7,943 β€” β€” 0.03% $461K 2025-07-31 $56.94

🏒 Other funds also holding DXIV

As of 2026 Q1 β€” sorted by position size

FMB WEALTH MANAGEMENT 5.67% Cordant, Inc. 3Y 2.24% Versant Capital Management, Inc 3Y 7Y 0.33% VESTIA PERSONAL WEALTH ADVISORS 0.22% Approach Retirement Advisors, LLC 0.17% Applied Capital LLC 3Y 0.17% Pure Financial Advisors, LLC 3Y 7Y 0.15% Evanson Asset Management, LLC 3Y 7Y 0.09% Discipline Wealth Solutions, LLC 0.05% FIDUCIARY FINANCIAL GROUP, LLC 0.03%

FAQ About BIP Wealth, LLC and DXIV

These are the practical questions this page is built to answer before you even open the full history table.

How long has BIP Wealth, LLC reported owning DXIV?

BIP Wealth, LLC reported DXIV across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported DXIV position in BIP Wealth, LLC's portfolio?

The largest reported portfolio weight for DXIV was 0.04% in 2026 Q1.

What is the latest reported DXIV position on this page?

The most recent filing on this page is 2026 Q1, when BIP Wealth, LLC reported 12,748 shares, equal to 0.04% of portfolio, with an estimated market value of $861K.

What does the chart on this DXIV ownership page compare?

The chart compares BIP Wealth, LLC's quarterly DXIV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BIP Wealth, LLC time their DXIV position?

Based on 13F filing dates vs. subsequent DXIV price moves, BIP Wealth, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on DXIV relative to SPY over the holding period was +11.3%.

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