DXIV — DIMENSIONAL ETF TRUST

Ownership history in Cordant, Inc.  ·  5 quarters on record

This page tracks every 13F SEC filing in which Cordant, Inc. 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
1.81% (2025 Q4)
Avg. % of fund
0.9%
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 66,209 +32,206 +94.7% 1.81% $4.3M $65.07
2025 Q3 ADDED 34,003 +5,655 +19.9% 0.94% $2.1M $61.06
2025 Q2 ADDED 28,348 +3,498 +14.1% 0.79% $1.6M $57.38
2025 Q1 ADDED 24,850 +14,502 +140.1% 0.67% $1.3M $50.60
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% 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% 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% Applied Capital LLC 3Y 0.16% Pure Financial Advisors, LLC 3Y 7Y 0.15% Prosperitas Financial LLC 0.15% Beacon Pointe Advisors, LLC 3Y 7Y 0.14%
← Back to Cordant, Inc. Holdings