FWM
DXIV

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

FMB 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
Q2 		$14.1M Sell
201,822
-1,180
-0.6% -$83.9K 5.2% 5
2026
Q1 		$13.7M Sell
203,002
-653
-0.3% -$44.9K 5.67% 5
2025
Q4 		$13.3M Sell
203,655
-4,320
-2% -$271K 5.23% 5
2025
Q3 		$12.8M Sell
207,975
-91
-0% -$5.44K 5.42% 5
2025
Q2 		$12.1M Sell
208,066
-2,052
-1% -$112K 5.75% 4
2025
Q1 		$10.9M Sell
210,118
-16,578
-7% -$843K 6.03% 4
2024
Q4 		$10.9M Sell
226,696
-174
-0.1% -$8.66K 6.14% 4
2024
Q3 		$11.9M Buy
+226,870
New +$11.7M 6.71% 3

Other funds holding DXIV

BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
BWS
BCR Wealth Strategies Vestavia, Alabama $356M AUM 16.98% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
CI
Cordant Inc Portland, Oregon $278M AUM 23.17% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
EWP
E-Wealth Partners Minnetonka, Minnesota $138M AUM

FMB Wealth Management's DXIV Position: Q2 2026 in Review

FMB Wealth Management reduced its Dimensional International Vector Equity ETF (DXIV) stake by 0.58% in Q2 2026, selling an estimated $83.9K and leaving 201,822 shares worth $14.1M. The position accounts for 5.2% of the portfolio, ranked #5.

FMB Wealth Management first reported a position in DXIV in Q3 2024 and has held it in 8 quarters since. 48 funds tracked by Wall St. Rank hold DXIV as of Q2 2026.

  • FMB Wealth Management held 201,822 shares of Dimensional International Vector Equity ETF worth $14.1M as of Q2 2026.
  • FMB Wealth Management sold 1,180 Dimensional International Vector Equity ETF shares in Q2 2026, an estimated $83.9K.
  • Dimensional International Vector Equity ETF made up 5.2% of FMB Wealth Management's portfolio in Q2 2026, its #5 holding.
  • FMB Wealth Management first reported a position in Dimensional International Vector Equity ETF in Q3 2024 and has held it in 8 quarters since.
  • 48 funds tracked by Wall St. Rank held Dimensional International Vector Equity ETF as of Q2 2026.

Based on FMB Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.