DXIV β€” DIMENSIONAL ETF TRUST

Ownership history in Hemington Wealth Management  Β·  3 quarters on record

AI Ownership Summary

Hemington Wealth Management reported DIMENSIONAL ETF TRUST (DXIV) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 2.53% in 2025 Q3. The latest visible filing shows DXIV at 2.53% 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 Hemington Wealth Management'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
2025 Q3

DXIV was reported at 2.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.53% in 2025 Q3

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

Time in book
Holding Window
2025 Q1 to 2025 Q3

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.

How Hemington Wealth Management held DXIV β€” position size vs. price
% of Fund (quarterly)    DXIV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 316,361 +22,636 +7.7% 2.53% $19.5M 2025-11-14 (Est.) $61.79
2025 Q2 ADDED 293,725 +6,521 +2.3% 2.47% $17.1M 2025-07-25 $58.49
2025 Q1 INITIATED 287,204 β€” β€” 2.31% $14.9M 2025-05-09 $53.18

FAQ About Hemington Wealth Management and DXIV

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

How long has Hemington Wealth Management reported owning DXIV?

Hemington Wealth Management reported DXIV across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported DXIV position in Hemington Wealth Management's portfolio?

The largest reported portfolio weight for DXIV was 2.53% in 2025 Q3.

What is the latest reported DXIV position on this page?

The most recent filing on this page is 2025 Q3, when Hemington Wealth Management reported 316,361 shares, equal to 2.53% of portfolio, with an estimated market value of $19.5M.

What does the chart on this DXIV ownership page compare?

The chart compares Hemington Wealth Management'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.

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