DXIVDIMENSIONAL ETF TRUST
CUSIP 25434V542 · Yahoo Finance ↗ · Google Finance ↗
Dimensional Etf Trust (DXIV) has 32 institutional holders in Filings Flow’s 13F database, together reporting 1.44M shares worth $97M as of Q1 2026. The largest reported holders are Beacon Pointe Advisors, LLC, Hemington Wealth Management, and Bcr Wealth Strategies, LLC.
Institutional Holders
32
Q1 2026
Reported Value
$97M
Ticker
DXIV
Quarters Tracked
7
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| FMB WEALTH MANAGEMENT$242M AUM | 5.67% | $14M | 203.0K | Q1 2026 |
| BCR Wealth Strategies, LLC$319M AUM | 5.60% | $18M | 264.4K | Q1 2026 |
| Hemington Wealth Management$769M AUM | 2.53% | $19M | 316.4K | Q3 2025OLDER |
| Cordant, Inc.$246M AUM | 2.24% | $6M | 81.6K | Q1 2026 |
| Global Assets Advisory, LLC$349M AUM | 1.39% | $5M | 97.1K | Q4 2025OLDER |
| E-Wealth Partners, LLC$124M AUM | 1.16% | $1M | 21.2K | Q1 2026 |
| Versant Capital Management, Inc$1.1B AUM | 0.33% | $3M | 49.0K | Q1 2026 |
| VESTIA PERSONAL WEALTH ADVISORS$213M AUM | 0.22% | $466,924 | 6.9K | Q1 2026 |
| Approach Retirement Advisors, LLC$120M AUM | 0.17% | $205,992 | 3.0K | Q1 2026 |
| Applied Capital LLC$268M AUM | 0.17% | $457,573 | 6.8K | Q1 2026 |
| Prosperitas Financial LLC$268M AUM | 0.16% | $419,211 | 6.2K | Q1 2026 |
| Pure Financial Advisors, LLC$7.0B AUM | 0.15% | $10M | 151.7K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.12% | $22M | 323.7K | Q1 2026 |
| Evanson Asset Management, LLC$1.9B AUM | 0.09% | $2M | 25.4K | Q1 2026 |
| Financial Symmetry Inc$281M AUM | 0.08% | $231,796 | 3.3K | Q1 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC$555M AUM | 0.07% | $389,630 | 5.8K | Q1 2026 |
| Discipline Wealth Solutions, LLC$950M AUM | 0.05% | $507,484 | 7.5K | Q1 2026 |
| BIP Wealth, LLC$2.5B AUM | 0.04% | $860,977 | 12.7K | Q1 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC$882M AUM | 0.03% | $250,500 | 3.7K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.03% | $818,000 | 13.3K | Q3 2025OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.02% | $62,203 | 921 | Q1 2026 |
| McIlrath & Eck, LLC$1.3B AUM | 0.02% | $260,226 | 3.9K | Q1 2026 |
| Ares Financial Consulting, LLC$139M AUM | 0.01% | $15,546 | 227 | Q1 2026 |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.01% | $315,675 | 4.7K | Q1 2026 |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.01% | $119,102 | 1.8K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.01% | $5M | 67.1K | Q1 2026 |
| Wedmont Private Capital$3.1B AUM | 0.01% | $211,265 | 3.2K | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $2M | 31.2K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $368,220 | 5.5K | Q1 2026 |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $10M | 160.0K | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $114,944 | 1.7K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $5M | 73.6K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $4M | 56.8K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $232,871 | 3.8K | Q3 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $216,123 | 3.2K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $12,233 | 188 | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $729,000 | 10.8K | Q1 2026 |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $1,822 | 28 | Q4 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $74,409 | 1.1K | Q4 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $405 | 6 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $86,907 | 1.5K | Q2 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $21,477 | 318 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $1,000 | 11 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.