AssetMark Inc’s Dimensional International Vector Equity ETF DXIV Stock Holding History

AssetMark Inc’s Portfolio DXIV Stock Details DXIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.53M	Buy	67,087 +5,300	+9%	+$365K	0.01%	690
2025 Q4	$4.02M	Buy	61,787 +3,027	+5%	+$190K	0.01%	701
2025 Q3	$3.62M	Buy	58,760 +12,402	+27%	+$741K	0.01%	699
2025 Q2	$2.69M	Buy	+46,358	New	+$2.53M	0.01%	709

Other funds holding DXIV

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

BWS

BCR Wealth Strategies Vestavia, Alabama $319M AUM 14.95% 1-Year Est. Return

FWM

FMB Wealth Management Westlake Village, California $242M AUM 23.44% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Cordant Inc Portland, Oregon $278M AUM 23.17% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

AssetMark Inc's DXIV Position: Q1 2026 in Review

AssetMark Inc increased its Dimensional International Vector Equity ETF (DXIV) stake by 8.6% in Q1 2026, buying an estimated $365K and bringing the position to 67,087 shares worth $4.53M. The position accounts for 0.01% of the portfolio, ranked #690.

AssetMark Inc first reported a position in DXIV in Q2 2025 and has held it in 4 quarters since. 32 funds tracked by Wall St. Rank hold DXIV as of Q1 2026.

AssetMark Inc held 67,087 shares of Dimensional International Vector Equity ETF worth $4.53M as of Q1 2026.
AssetMark Inc bought 5,300 Dimensional International Vector Equity ETF shares in Q1 2026, an estimated $365K.
Dimensional International Vector Equity ETF made up 0.01% of AssetMark Inc's portfolio in Q1 2026, its #690 holding.
AssetMark Inc first reported a position in Dimensional International Vector Equity ETF in Q2 2025 and has held it in 4 quarters since.
32 funds tracked by Wall St. Rank held Dimensional International Vector Equity ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.