Discipline Wealth Solutions
DXIV icon

Discipline Wealth Solutions’s Dimensional International Vector Equity ETF DXIV Stock Holding History

Discipline Wealth Solutions’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 		$1.28M Buy
17,785
+4,892
+38% +$357K 0.11% 78
2026
Q2 		$903K Buy
12,893
+5,379
+72% +$382K 0.08% 87
2026
Q1 		$507K Buy
+7,514
New +$517K 0.05% 110

Other funds holding DXIV

Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
RFP
RCS Financial Planning Annapolis, Maryland $185M AUM 12.2% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $293M AUM
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
VPWA
Vestia Personal Wealth Advisors Fort Wayne, Indiana $264M AUM 16.33% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return

Discipline Wealth Solutions's DXIV Position: Q3 2026 in Review

Discipline Wealth Solutions increased its Dimensional International Vector Equity ETF (DXIV) stake by 38% in Q3 2026, buying an estimated $357K and bringing the position to 17,785 shares worth $1.28M. The position accounts for 0.11% of the portfolio, ranked #78.

Discipline Wealth Solutions first reported a position in DXIV in Q1 2026 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold DXIV as of Q3 2026.

  • Discipline Wealth Solutions held 17,785 shares of Dimensional International Vector Equity ETF worth $1.28M as of Q3 2026.
  • Discipline Wealth Solutions bought 4,892 Dimensional International Vector Equity ETF shares in Q3 2026, an estimated $357K.
  • Dimensional International Vector Equity ETF made up 0.11% of Discipline Wealth Solutions's portfolio in Q3 2026, its #78 holding.
  • Discipline Wealth Solutions first reported a position in Dimensional International Vector Equity ETF in Q1 2026 and has held it in 3 quarters since.
  • 15 funds tracked by Wall St. Rank held Dimensional International Vector Equity ETF as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.