VPWA
DXIV

Vestia Personal Wealth Advisors’s Dimensional International Vector Equity ETF DXIV Stock Holding History

Vestia Personal Wealth Advisors’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 		$541K Buy
7,728
+815
+12% +$57.9K 0.21% 55
2026
Q1 		$467K Buy
6,913
+2,104
+44% +$145K 0.22% 59
2025
Q4 		$324K Sell
4,809
-1,487
-24% -$93.1K 0.16% 74
2025
Q3 		$387K Buy
+6,296
New +$376K 0.22% 63

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
FWM
FMB Wealth Management Westlake Village, California $272M AUM 26.93% 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

Vestia Personal Wealth Advisors's DXIV Position: Q2 2026 in Review

Vestia Personal Wealth Advisors increased its Dimensional International Vector Equity ETF (DXIV) stake by 12% in Q2 2026, buying an estimated $57.9K and bringing the position to 7,728 shares worth $541K. The position accounts for 0.21% of the portfolio, ranked #55.

Vestia Personal Wealth Advisors first reported a position in DXIV in Q3 2025 and has held it in 4 quarters since. 47 funds tracked by Wall St. Rank hold DXIV as of Q2 2026.

  • Vestia Personal Wealth Advisors held 7,728 shares of Dimensional International Vector Equity ETF worth $541K as of Q2 2026.
  • Vestia Personal Wealth Advisors bought 815 Dimensional International Vector Equity ETF shares in Q2 2026, an estimated $57.9K.
  • Dimensional International Vector Equity ETF made up 0.21% of Vestia Personal Wealth Advisors's portfolio in Q2 2026, its #55 holding.
  • Vestia Personal Wealth Advisors first reported a position in Dimensional International Vector Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 47 funds tracked by Wall St. Rank held Dimensional International Vector Equity ETF as of Q2 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.