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 | Added to | 323,653 | 21,859 | 0.12% | 0.14% | 1 | +13,095 | 4.22% | Q1 2026 | May 15, 2026 |
| BCR Wealth Strategies, LLC | History | Added to | 264,418 | 17,858 | 5.6% | 5.65% | 2 | +2,532 | 0.97% | Q1 2026 | May 01, 2026 |
| FMB WEALTH MANAGEMENT | History | Reduced | 203,002 | 13,710 | 5.67% | 5.23% | 3 | -653 | -0.32% | Q1 2026 | Apr 15, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 151,694 | 10,245 | 0.15% | 0.15% | 4 | +9,823 | 6.92% | Q1 2026 | Apr 10, 2026 |
| Cordant, Inc. | History | Added to | 81,624 | 5,512 | 2.24% | 1.81% | 5 | +15,415 | 23.28% | Q1 2026 | Apr 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 73,602 | 4,970 | 0.0% | 0.0% | 6 | +64,680 | 724.95% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 67,087 | 4,530 | 0.01% | 0.01% | 7 | +5,300 | 8.58% | Q1 2026 | May 06, 2026 |
| JANE STREET GROUP, LLC | History | New | 56,784 | 3,835 | 0.0% | — | 8 | +56,784 | New | Q1 2026 | May 12, 2026 |
| Versant Capital Management, Inc | History | Added to | 49,004 | 3,309 | 0.33% | 0.35% | 9 | +6,112 | 14.25% | Q1 2026 | Apr 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 31,217 | 2,108 | 0.01% | 0.01% | 10 | -8,104 | -20.61% | Q1 2026 | May 04, 2026 |
| Evanson Asset Management, LLC | History | Added to | 25,422 | 1,716 | 0.09% | 0.09% | 11 | +1,144 | 4.71% | Q1 2026 | Apr 08, 2026 |
| E-Wealth Partners, LLC | History | Added to | 24,664 | 1,665 | 1.34% | 1.16% | 12 | +3,493 | 16.5% | Q1 2026 | Jun 11, 2026 |
| BIP Wealth, LLC | History | Added to | 12,748 | 860 | 0.03% | 0.03% | 13 | +900 | 7.6% | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 10,794 | 729 | 0.0% | 0.0% | 14 | +6,844 | 173.27% | Q1 2026 | May 15, 2026 |
| Discipline Wealth Solutions, LLC | History | New | 7,514 | 507 | 0.05% | — | 15 | +7,514 | New | Q1 2026 | Apr 17, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 6,913 | 466 | 0.22% | 0.16% | 16 | +2,104 | 43.75% | Q1 2026 | Apr 14, 2026 |
| Applied Capital LLC | History | Added to | 6,775 | 457 | 0.17% | 0.16% | 17 | +327 | 5.07% | Q1 2026 | Apr 22, 2026 |
| VanderPol Investments L.L.C. | History | No change | 6,865 | 446 | 0.78% | 0.78% | 18 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Prosperitas Financial LLC | History | Added to | 6,207 | 419 | 0.16% | 0.15% | 19 | +443 | 7.69% | Q1 2026 | May 15, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 5,769 | 389 | 0.07% | 0.05% | 20 | +1,273 | 28.31% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | New | 5,452 | 368 | 0.0% | — | 21 | +5,452 | New | Q1 2026 | May 08, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 4,674 | 315 | 0.01% | — | 22 | +4,674 | New | Q1 2026 | May 11, 2026 |
| McIlrath & Eck, LLC | History | No change | 3,853 | 260 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | New | 3,709 | 250 | 0.03% | — | 24 | +3,709 | New | Q1 2026 | Apr 13, 2026 |
| Financial Symmetry Inc | History | Added to | 3,257 | 231 | 0.08% | 0.09% | 25 | +2 | 0.06% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | New | 3,200 | 216 | 0.0% | — | 26 | +3,200 | New | Q1 2026 | May 05, 2026 |
| Approach Retirement Advisors, LLC | History | New | 3,050 | 205 | 0.17% | — | 27 | +3,050 | New | Q1 2026 | Apr 14, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 1,763 | 119 | 0.01% | 0.01% | 28 | +3 | 0.17% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,679 | 114 | 0.0% | 0.0% | 29 | +779 | 86.56% | Q1 2026 | Apr 07, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 921 | 62 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| UBS Group AG | History | New | 318 | 21 | 0.0% | — | 31 | +318 | New | Q1 2026 | May 05, 2026 |
| Ares Financial Consulting, LLC | History | No change | 227 | 15 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Global Retirement Partners, LLC | History | No change | 188 | 12 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TRUST CO OF VERMONT | History | No change | 28 | 1 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -160,000 | -100.0% | Q1 2026 | May 07, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 1.39% | — | -97,077 | -100.0% | Q1 2026 | May 01, 2026 |
| Wedmont Private Capital | History | Closed out | 0 | 0 | — | 0.01% | — | -3,201 | -100.0% | Q1 2026 | Apr 09, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,149 | -100.0% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11 | -100.0% | Q1 2026 | May 14, 2026 |
| Merited Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |