Security Details
| Security Name: | DIMENSIONAL INTR VTOR E ETF |
|---|---|
| Ticker: | DXIV |
| Security Type: | OTHER |
| Exchange: | US |
| CUSIP: | 25434V542 |
Historical Stats
| Period | Total Value | Value Change | Total Holders | Holder Change |
|---|---|---|---|---|
| 2024-09-30 | $0.04B | - | 7 | - |
| 2024-12-31 | $0.04B | -1.8% | 7 | 0.0% |
Current Major Holders for Period: 2024-12-31
| Institution | Value | Shares | % of Portfolio |
|---|---|---|---|
| FMB WEALTH MANAGEMENT | $10.9M | 226K | 6.1% |
| BCR WEALTH STRATEGIES, LLC | $12.8M | 266K | 6.0% |
| MCILRATH & ECK, LLC | $0.2M | 3K | 0.0% |
| OLD MISSION CAPITAL LLC | $1.0M | 20K | 0.0% |
| JANE STREET GROUP, LLC | $6.1M | 126K | 0.0% |
| DIMENSIONAL FUND ADVISORS LP | $9.6M | 200K | 0.0% |
Similar Securities
| Ticker | Exchange | Security | Similarity Score | Common Holders | Total Holders |
|---|---|---|---|---|---|
| DXUV | US | DIMENSIONAL US VTOR EQTY ETF | 0.200 | 2 | 10 |
| DFEM | US | DIMENSIONAL EMERGING MARKETS | 0.007 | 2 | 288 |
| AVDE | US | AVANTIS INTERNATIONAL EQUITY | 0.007 | 2 | 301 |
| AVUS | US | AVANTIS U.S. EQUITY ETF | 0.006 | 2 | 317 |
| SPY | US | SPDR S&P 500 ETF TRUST | 0.001 | 2 | 2907 |