Dimensional ETF Trust - DXIV

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$150.4M
QoQ value delta ($000)
+$34.53M (+29.8%)
Implied price effect (QoQ)
+1.02%
Shares
Total shares
2,127,072
QoQ shares delta
+471,624 (+28.49%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (DXIV)

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 27 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
Beacon Pointe Advisors, LLC 23,443 334,902 0.11%
BCR Wealth Strategies, LLC 22,256 317,947 6.25%
Indivisible Partners 17,440 242,189 0.8%
FMB WEALTH MANAGEMENT 14,127 201,822 5.2%
Pure Financial Advisors, LLC 10,956 156,518 0.14%
ASSETMARK, INC 9,089 126,228 0.02%
Versant Capital Management, Inc 8,778 121,902 0.75%
Cerity Partners LLC 7,314 104,494 0.01%
Cordant, Inc. 7,311 104,447 2.63%
RCS Financial Planning, LLC 4,443 61,700 2.41%
Core Wealth Management, Inc. 2,388 33,171 0.71%
ENVESTNET ASSET MANAGEMENT INC 2,137 30,528 0.0%
Evanson Financial, LLC 2,135 29,661 0.11%
AA Financial Advisors, LLC 2,085 28,963 0.25%
E-Wealth Partners, LLC 1,664 23,773 1.2%
Discipline Wealth Solutions, LLC 1,280 17,785 0.11%
BIP Wealth, LLC 1,266 17,583 0.03%
PARK AVENUE SECURITIES LLC 1,244 17,271 0.01%
CITIGROUP INC 1,146 16,385 0.0%
MML INVESTORS SERVICES, LLC 1,114 15,919 0.0%
TRUIST FINANCIAL CORP 716 10,100 0.0%
ROYAL BANK OF CANADA 690 9,861 0.0%
TCFG Investment Advisors, LLC 583 8,098 0.2%
OneDigital Investment Advisors LLC 581 8,313 0.0%
Applied Capital LLC 539 7,703 0.17%