DIMENSIONAL ETF TRUST (DXIV)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
46
Reporting holders
$93.0M
Reported value
0.0%
Held as options
+16
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | $23.4M | 334,902 | 0.11% | 3q | +3.5%+$787.4K |
| FMB WEALTH MANAGEMENT | $14.1M | 201,822 | 5.20% | 8q | -0.6%-$82.6K |
| Pure Financial Advisors, LLC | $11.0M | 156,518 | 0.14% | 7q | +3.2%+$337.7K |
| Versant Capital Management, Inc | $7.7M | 110,129 | 0.69% | 7q | +124.7%+$4.3M |
| Cerity Partners LLC | $7.3M | 104,494 | 0.01% | new | NEW |
| Cordant, Inc. | $7.3M | 104,447 | 2.63% | 7q | +28.0%+$1.6M |
| ASSETMARK, INC | $4.8M | 69,020 | 0.01% | 5q | +2.9%+$135.3K |
| ENVESTNET ASSET MANAGEMENT INC | $2.1M | 30,528 | 0.00% | new | NEW |
| Evanson Financial, LLC | $1.9M | 26,612 | 0.09% | new | FIRST |
| E-Wealth Partners, LLC | $1.7M | 23,773 | 1.20% | 2q | +12.3%+$182.1K |
| CITIGROUP INC | $1.1M | 16,385 | 0.00% | new | NEW |
| MML INVESTORS SERVICES, LLC | $1.1M | 15,919 | 0.00% | 6q | -49.0%-$1.1M |
| BIP Wealth, LLC | $1.1M | 15,605 | 0.03% | 5q | +22.4%+$200.0K |
| Discipline Wealth Solutions, LLC | $902.5K | 12,893 | 0.08% | 2q | +71.6%+$376.5K |
| TRUIST FINANCIAL CORP | $716.7K | 10,100 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $690.0K | 9,861 | 0.00% | 5q | -8.6%-$65.3K |
| OneDigital Investment Advisors LLC | $581.9K | 8,313 | 0.00% | 2q | +52.5%+$200.3K |
| VESTIA PERSONAL WEALTH ADVISORS | $541.0K | 7,728 | 0.21% | 4q | +11.8%+$57.1K |
| Applied Capital LLC | $539.2K | 7,703 | 0.17% | 7q | +13.7%+$65.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $491.0K | 7,014 | 0.00% | new | NEW |
| STUDIO INVESTMENT MANAGEMENT LLC | $464.9K | 6,642 | 0.08% | 4q | +15.1%+$61.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $455.6K | 6,508 | 0.00% | new | NEW |
| Prosperitas Financial LLC | $422.1K | 6,030 | 0.14% | 4q | -2.9%-$12.4K |
| INTEGRITY ALLIANCE, LLC. | $412.4K | 5,891 | 0.01% | 2q | +26.0%+$85.2K |
| FIDUCIARY FINANCIAL GROUP, LLC | $323.1K | 4,616 | 0.04% | 2q | +24.5%+$63.5K |
| SAX WEALTH ADVISORS, LLC | $291.0K | 4,308 | 0.01% | new | NEW |
| Farther Finance Advisors, LLC | $286.0K | 4,085 | 0.00% | 4q | +143.3%+$168.4K |
| HighTower Advisors, LLC | $224.0K | 3,200 | 0.00% | 2q | HELD |
| Approach Retirement Advisors, LLC | $213.5K | 3,050 | 0.16% | 2q | HELD |
| Integrated Wealth Concepts LLC | $157.5K | 2,249 | 0.00% | new | NEW |
| Aptus Capital Advisors, LLC | $154.2K | 2,203 | 0.00% | new | NEW |
| CARDIFF PARK ADVISORS, LLC | $124.9K | 1,784 | 0.01% | 4q | +1.2%+$1.5K |
| Glass Jacobson Investment Advisors llc | $64.5K | 921 | 0.02% | 5q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $51.5K | 736 | 0.04% | new | NEW |
| UBS Group AG | $40.3K | 575 | 0.00% | 2q | +80.8%+$18.0K |
| PNC Financial Services Group, Inc. | $28.7K | 410 | 0.00% | new | NEW |
| BCR Wealth Strategies, LLC | $22.3K | 317,947 | 6.25% | 8q | +20.2%+$3.7K |
| Ares Financial Consulting, LLC | $16.1K | 230 | 0.01% | 3q | +1.3% |
| FIFTH THIRD BANCORP | $13.4K | 191 | 0.00% | new | NEW |
| CoreCap Advisors, LLC | $12.9K | 185 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $12.0K | 172 | 0.00% | 4q | -8.5%-$1.1K |
| OSAIC HOLDINGS, INC. | $10.5K | 150 | 0.00% | new | NEW |
| Concord Wealth Partners | $6.1K | 87 | 0.00% | new | NEW |
| TRUST CO OF VERMONT | $2.0K | 28 | 0.00% | 3q | HELD |
| Horizon Investments, LLC | $1.5K | 22 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $1.3K | 19 | 0.00% | new | NEW |
| PARK AVENUE SECURITIES LLC | $937 | 13,391 | 0.01% | new | NEW |
| Capital Investment Advisory Services, LLC | $350 | 5 | 0.00% | 4q | -16.7% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 46 | $93.0M | 1,328,063 | 17 | 18 | 6 | 0.0% |
| Q1 2026 | 30 | $77.8M | 1,151,918 | 8 | 14 | 1 | 0.0% |
| Q4 2025 | 31 | $79.1M | 1,237,419 | 4 | 12 | 4 | 0.0% |
| Q3 2025 | 26 | $48.8M | 792,335 | 9 | 11 | 3 | 0.0% |
| Q2 2025 | 17 | $40.9M | 705,122 | 7 | 5 | 4 | 0.0% |
| Q1 2025 | 11 | $33.5M | 645,752 | 2 | 5 | 2 | 0.0% |
| Q4 2024 | 10 | $31.4M | 654,023 | 5 | 2 | 0 | 0.0% |
| Q3 2024 | 5 | $28.7M | 548,853 | 5 | 0 | 0 | 0.0% |