Dimensional ETF Trust - DXIV
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | History | No change | 334,902 | 23,443 | 0.11% | 0.11% | 1 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| BCR Wealth Strategies, LLC | History | No change | 317,947 | 22,256 | 6.25% | 6.25% | 2 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Indivisible Partners | History | New | 242,189 | 17,440 | 0.8% | — | 3 | +242,189 | New | Q3 2026 | Oct 26, 2026 |
| FMB WEALTH MANAGEMENT | History | No change | 201,822 | 14,127 | 5.2% | 5.2% | 4 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pure Financial Advisors, LLC | History | No change | 156,518 | 10,956 | 0.14% | 0.14% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Added to | 126,228 | 9,089 | 0.02% | 0.01% | 6 | +57,208 | 82.89% | Q3 2026 | Oct 21, 2026 |
| Versant Capital Management, Inc | History | Added to | 121,902 | 8,778 | 0.75% | 0.69% | 7 | +11,773 | 10.69% | Q3 2026 | Oct 01, 2026 |
| Integrity Advisory Solutions, LLC | History | New | 109,996 | 7,920 | 0.83% | — | 8 | +109,996 | New | Q3 2026 | Oct 29, 2026 |
| Cerity Partners LLC | History | No change | 104,494 | 7,314 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cordant, Inc. | History | No change | 104,447 | 7,311 | 2.63% | 2.63% | 10 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 65,353 | 4,706 | 0.14% | 0.01% | 11 | +59,462 | 1009.37% | Q3 2026 | Oct 29, 2026 |
| RCS Financial Planning, LLC | History | New | 61,700 | 4,443 | 2.41% | — | 12 | +61,700 | New | Q3 2026 | Oct 14, 2026 |
| Core Wealth Management, Inc. | History | New | 33,171 | 2,388 | 0.71% | — | 13 | +33,171 | New | Q3 2026 | Oct 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 30,528 | 2,137 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Evanson Financial, LLC | History | Added to | 29,661 | 2,135 | 0.11% | 0.09% | 15 | +3,049 | 11.46% | Q3 2026 | Oct 23, 2026 |
| AA Financial Advisors, LLC | History | New | 28,963 | 2,085 | 0.25% | — | 16 | +28,963 | New | Q3 2026 | Oct 19, 2026 |
| E-Wealth Partners, LLC | History | No change | 23,773 | 1,664 | 1.2% | 1.2% | 17 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 18,594 | 1,338 | 0.0% | 0.0% | 18 | +12,086 | 185.71% | Q3 2026 | Nov 02, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 17,785 | 1,280 | 0.11% | 0.08% | 19 | +4,892 | 37.94% | Q3 2026 | Oct 14, 2026 |
| BIP Wealth, LLC | History | Added to | 17,583 | 1,266 | 0.03% | 0.03% | 20 | +1,978 | 12.68% | Q3 2026 | Oct 22, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 17,271 | 1,244 | 0.01% | 0.01% | 21 | +3,880 | 28.97% | Q3 2026 | Oct 26, 2026 |
| CITIGROUP INC | History | Added to | 17,010 | 1,224 | 0.0% | 0.0% | 22 | +625 | 3.81% | Q3 2026 | Nov 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 15,919 | 1,114 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 12,829 | 923 | 0.0% | 0.0% | 24 | +2,729 | 27.02% | Q3 2026 | Oct 30, 2026 |
| ROYAL BANK OF CANADA | History | No change | 9,861 | 690 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TCFG Investment Advisors, LLC | History | New | 8,098 | 583 | 0.2% | — | 26 | +8,098 | New | Q3 2026 | Oct 20, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 8,313 | 581 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CSP Financial Group, LLC | History | New | 7,488 | 539 | 0.54% | — | 29 | +7,488 | New | Q3 2026 | Oct 26, 2026 |
| Applied Capital LLC | History | No change | 7,703 | 539 | 0.17% | 0.17% | 28 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Reduced | 6,408 | 461 | 0.08% | 0.08% | 30 | -234 | -3.52% | Q3 2026 | Oct 22, 2026 |
| Kestra Advisory Services, LLC | History | New | 6,227 | 448 | 0.0% | — | 31 | +6,227 | New | Q3 2026 | Nov 02, 2026 |
| Prosperitas Financial LLC | History | Added to | 6,214 | 447 | 0.13% | 0.14% | 32 | +184 | 3.05% | Q3 2026 | Oct 28, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 5,138 | 369 | 0.04% | 0.04% | 33 | +522 | 11.31% | Q3 2026 | Oct 13, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Reduced | 4,815 | 346 | 0.13% | 0.21% | 34 | -2,913 | -37.69% | Q3 2026 | Oct 19, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 4,409 | 317 | 0.01% | 0.01% | 35 | +101 | 2.34% | Q3 2026 | Oct 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,345 | 312 | 0.0% | 0.0% | 36 | +260 | 6.36% | Q3 2026 | Oct 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 4,251 | 303 | 0.0% | — | 37 | +4,251 | New | Q3 2026 | Oct 13, 2026 |
| Selective Wealth Management, Inc. | History | New | 4,182 | 300 | 0.07% | — | 38 | +4,182 | New | Q3 2026 | Oct 16, 2026 |
| Approach Retirement Advisors, LLC | History | Added to | 3,480 | 250 | 0.18% | 0.15% | 39 | +430 | 14.1% | Q3 2026 | Oct 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 3,507 | 245 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| HighTower Advisors, LLC | History | No change | 3,200 | 224 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,203 | 154 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 1,784 | 124 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 1,740 | 117 | 0.08% | 0.08% | 44 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 1,220 | 87 | 0.06% | 0.04% | 45 | +484 | 65.76% | Q3 2026 | Oct 09, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 921 | 66 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| UBS Group AG | History | No change | 575 | 40 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 410 | 28 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ascentis Independent Advisors | History | New | 323 | 23 | 0.0% | — | 49 | +323 | New | Q3 2026 | Nov 03, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 231 | 16 | 0.01% | 0.01% | 50 | +1 | 0.43% | Q3 2026 | Oct 19, 2026 |
| FIFTH THIRD BANCORP | History | No change | 191 | 13 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| CoreCap Advisors, LLC | History | No change | 185 | 13 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 180 | 12 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 172 | 12 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BFC Planning, Inc. | History | No change | 180 | 12 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 150 | 10 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Signature Resources Capital Management, LLC | History | New | 125 | 9 | 0.0% | — | 57 | +125 | New | Q3 2026 | Oct 16, 2026 |
| Concord Wealth Partners | History | Added to | 88 | 6 | 0.0% | 0.0% | 58 | +1 | 1.15% | Q3 2026 | Oct 30, 2026 |
| Atomic Invest LLC | History | No change | 63 | 4 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| TRUST CO OF VERMONT | History | No change | 28 | 2 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Root Financial Partners, LLC | History | New | 26 | 1 | 0.0% | — | 63 | +26 | New | Q3 2026 | Oct 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 19 | 1 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Horizon Investments, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 11 | 0 | — | — | — | +6 | 120.0% | Q3 2026 | Oct 30, 2026 |