Core Wealth Management’s Dimensional International Vector Equity ETF DXIV Stock Holding History

Core Wealth Management’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 Q3	$2.39M	Buy	+33,171	New	+$2.42M	0.71%	7

Other funds holding DXIV

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

RCS Financial Planning Annapolis, Maryland $185M AUM 12.2% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

TCFG Investment Advisors Laguna Niguel, California $293M AUM

Studio Investment Management Chicago, Illinois $589M AUM 11.75% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Vestia Personal Wealth Advisors Fort Wayne, Indiana $264M AUM 16.33% 1-Year Est. Return

Core Wealth Management's DXIV Position: Q3 2026 in Review

Core Wealth Management opened a new position in Dimensional International Vector Equity ETF (DXIV) in Q3 2026: 33,171 shares worth $2.39M. The stake represents 0.71% of the portfolio and ranks #7 among its holdings.

22 funds tracked by Wall St. Rank hold DXIV as of Q3 2026.

Core Wealth Management held 33,171 shares of Dimensional International Vector Equity ETF worth $2.39M as of Q3 2026.
Dimensional International Vector Equity ETF was a new Core Wealth Management position in Q3 2026.
Dimensional International Vector Equity ETF made up 0.71% of Core Wealth Management's portfolio in Q3 2026, its #7 holding.
22 funds tracked by Wall St. Rank held Dimensional International Vector Equity ETF as of Q3 2026.

Based on Core Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.