Dimensional ETF Trust - DXIV

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$97.78M

QoQ value delta ($000)

+$1.694M (+1.76%)

Implied price effect (QoQ)

+5.36%

Total shares

1,448,081

QoQ shares delta

-51,235 (-3.42%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q1 2026 data: 32 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	21,859	323,653	0.12%
BCR Wealth Strategies, LLC	17,858	264,418	5.6%
FMB WEALTH MANAGEMENT	13,710	203,002	5.67%
Pure Financial Advisors, LLC	10,245	151,694	0.15%
Cordant, Inc.	5,512	81,624	2.24%
CITADEL ADVISORS LLC	4,970	73,602	0.0%
ASSETMARK, INC	4,530	67,087	0.01%
JANE STREET GROUP, LLC	3,835	56,784	0.0%
Versant Capital Management, Inc	3,309	49,004	0.33%
MML INVESTORS SERVICES, LLC	2,108	31,217	0.01%
Evanson Asset Management, LLC	1,716	25,422	0.09%
E-Wealth Partners, LLC	1,665	24,664	1.34%
BIP Wealth, LLC	860	12,748	0.03%
ROYAL BANK OF CANADA	729	10,794	0.0%
Discipline Wealth Solutions, LLC	507	7,514	0.05%
VESTIA PERSONAL WEALTH ADVISORS	466	6,913	0.22%
Applied Capital LLC	457	6,775	0.17%
VanderPol Investments L.L.C.	446	6,865	0.78%
Prosperitas Financial LLC	419	6,207	0.16%
STUDIO INVESTMENT MANAGEMENT LLC	389	5,769	0.07%
OneDigital Investment Advisors LLC	368	5,452	0.0%
INTEGRITY ALLIANCE, LLC.	315	4,674	0.01%
McIlrath & Eck, LLC	260	3,853	0.02%
FIDUCIARY FINANCIAL GROUP, LLC	250	3,709	0.03%
Financial Symmetry Inc	231	3,257	0.08%