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

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

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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. 49 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.
49 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.