WAU
DXIV

Wellington-Altus USA’s Dimensional International Vector Equity ETF DXIV Stock Holding History

Wellington-Altus USA’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 		$118K Sell
1,740
-2,780
-62% -$198K 0.08% 192
2026
Q1 		$316K Buy
+4,520
New +$311K 0.19% 116

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

Wellington-Altus USA's DXIV Position: Q2 2026 in Review

Wellington-Altus USA reduced its Dimensional International Vector Equity ETF (DXIV) stake by 62% in Q2 2026, selling an estimated $198K and leaving 1,740 shares worth $118K. The position accounts for 0.08% of the portfolio, ranked #192.

Wellington-Altus USA first reported a position in DXIV in Q1 2026 and has held it in 2 quarters since. The position peaked at $316K in Q1 2026. 48 funds tracked by Wall St. Rank hold DXIV as of Q2 2026.

  • Wellington-Altus USA held 1,740 shares of Dimensional International Vector Equity ETF worth $118K as of Q2 2026.
  • Wellington-Altus USA sold 2,780 Dimensional International Vector Equity ETF shares in Q2 2026, an estimated $198K.
  • Dimensional International Vector Equity ETF made up 0.08% of Wellington-Altus USA's portfolio in Q2 2026, its #192 holding.
  • Wellington-Altus USA first reported a position in Dimensional International Vector Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • Wellington-Altus USA's Dimensional International Vector Equity ETF position peaked at $316K in Q1 2026.
  • 48 funds tracked by Wall St. Rank held Dimensional International Vector Equity ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.