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 | 334,902 | 23,443 | 0.11% | 0.12% | 1 | +11,249 | 3.48% | Q2 2026 | Aug 18, 2026 |
| BCR Wealth Strategies, LLC | History | Added to | 317,947 | 22,256 | 6.25% | 5.6% | 2 | +53,529 | 20.24% | Q2 2026 | Jul 31, 2026 |
| FMB WEALTH MANAGEMENT | History | Reduced | 201,822 | 14,127 | 5.2% | 5.67% | 3 | -1,180 | -0.58% | Q2 2026 | Jul 27, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 156,518 | 10,956 | 0.14% | 0.15% | 4 | +4,824 | 3.18% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 110,129 | 7,709 | 0.69% | 0.33% | 5 | +61,125 | 124.73% | Q2 2026 | Jul 02, 2026 |
| Cerity Partners LLC | History | New | 104,494 | 7,314 | 0.01% | — | 6 | +104,494 | New | Q2 2026 | Aug 14, 2026 |
| Cordant, Inc. | History | Added to | 104,447 | 7,311 | 2.63% | 2.24% | 7 | +22,823 | 27.96% | Q2 2026 | Jul 14, 2026 |
| ASSETMARK, INC | History | Added to | 69,020 | 4,831 | 0.01% | 0.01% | 8 | +1,933 | 2.88% | Q2 2026 | Jul 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 30,528 | 2,137 | 0.0% | — | 9 | +30,528 | New | Q2 2026 | Aug 03, 2026 |
| Evanson Financial, LLC | History | New | 26,612 | 1,862 | 0.09% | — | 10 | +26,612 | New | Q2 2026 | Jul 07, 2026 |
| Evanson Asset Management, LLC | History | No change | 25,422 | 1,716 | 0.09% | 0.09% | 11 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| E-Wealth Partners, LLC | History | Reduced | 23,773 | 1,664 | 1.2% | 1.34% | 12 | -891 | -3.61% | Q2 2026 | Aug 17, 2026 |
| CITIGROUP INC | History | New | 16,385 | 1,146 | 0.0% | — | 13 | +16,385 | New | Q2 2026 | Aug 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 15,919 | 1,114 | 0.0% | 0.01% | 14 | -15,298 | -49.01% | Q2 2026 | Aug 07, 2026 |
| BIP Wealth, LLC | History | Added to | 15,605 | 1,092 | 0.03% | 0.03% | 15 | +2,857 | 22.41% | Q2 2026 | Aug 03, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 13,391 | 937 | 0.01% | — | 16 | +13,391 | New | Q2 2026 | Jul 20, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 12,893 | 902 | 0.08% | 0.05% | 17 | +5,379 | 71.59% | Q2 2026 | Jul 21, 2026 |
| TRUIST FINANCIAL CORP | History | New | 10,100 | 716 | 0.0% | — | 18 | +10,100 | New | Q2 2026 | Jul 28, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 9,861 | 690 | 0.0% | 0.0% | 19 | -933 | -8.64% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 8,313 | 581 | 0.0% | 0.0% | 20 | +2,861 | 52.48% | Q2 2026 | Aug 06, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 7,728 | 541 | 0.21% | 0.22% | 21 | +815 | 11.79% | Q2 2026 | Aug 10, 2026 |
| Applied Capital LLC | History | Added to | 7,703 | 539 | 0.17% | 0.17% | 22 | +928 | 13.7% | Q2 2026 | Jul 21, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 6,642 | 464 | 0.08% | 0.07% | 23 | +873 | 15.13% | Q2 2026 | Jul 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 6,508 | 455 | 0.0% | — | 24 | +6,508 | New | Q2 2026 | Jul 29, 2026 |
| Prosperitas Financial LLC | History | Reduced | 6,030 | 422 | 0.14% | 0.16% | 25 | -177 | -2.85% | Q2 2026 | Aug 19, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 5,891 | 412 | 0.01% | 0.01% | 26 | +1,217 | 26.04% | Q2 2026 | Jul 31, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 4,616 | 323 | 0.04% | 0.03% | 27 | +907 | 24.45% | Q2 2026 | Jul 10, 2026 |
| SAX WEALTH ADVISORS, LLC | History | New | 4,308 | 290 | 0.01% | — | 28 | +4,308 | New | Q2 2026 | Jul 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,085 | 285 | 0.0% | 0.0% | 29 | +2,406 | 143.3% | Q2 2026 | Jul 17, 2026 |
| McIlrath & Eck, LLC | History | No change | 3,853 | 260 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 3,507 | 245 | 0.0% | — | 31 | +3,507 | New | Q2 2026 | Aug 19, 2026 |
| HighTower Advisors, LLC | History | No change | 3,200 | 224 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Approach Retirement Advisors, LLC | History | No change | 3,050 | 213 | 0.15% | 0.17% | 33 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Aptus Capital Advisors, LLC | History | New | 2,203 | 154 | 0.0% | — | 34 | +2,203 | New | Q2 2026 | Aug 12, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 1,784 | 124 | 0.01% | 0.01% | 35 | +21 | 1.19% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON-ALTUS USA INC. | History | Reduced | 1,740 | 117 | 0.08% | 0.19% | 36 | -2,780 | -61.5% | Q2 2026 | Sep 17, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 921 | 64 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 736 | 51 | 0.04% | — | 38 | +736 | New | Q2 2026 | Jul 24, 2026 |
| UBS Group AG | History | Added to | 575 | 40 | 0.0% | 0.0% | 39 | +257 | 80.82% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 410 | 28 | 0.0% | — | 40 | +410 | New | Q2 2026 | Aug 07, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 230 | 16 | 0.01% | 0.01% | 41 | +3 | 1.32% | Q2 2026 | Jul 09, 2026 |
| FIFTH THIRD BANCORP | History | New | 191 | 13 | 0.0% | — | 42 | +191 | New | Q2 2026 | Aug 05, 2026 |
| CoreCap Advisors, LLC | History | New | 185 | 12 | 0.0% | — | 44 | +185 | New | Q2 2026 | Jul 06, 2026 |
| Global Retirement Partners, LLC | History | New | 172 | 12 | 0.0% | — | 43 | +172 | New | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 150 | 10 | 0.0% | — | 45 | +150 | New | Q2 2026 | Aug 14, 2026 |
| Concord Wealth Partners | History | New | 87 | 6 | 0.0% | — | 46 | +87 | New | Q2 2026 | Jul 27, 2026 |
| TRUST CO OF VERMONT | History | New | 28 | 1 | 0.0% | — | 48 | +28 | New | Q2 2026 | Aug 07, 2026 |
| Horizon Investments, LLC | History | New | 22 | 1 | 0.0% | — | 49 | +22 | New | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 19 | 1 | 0.0% | — | 47 | +19 | New | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -73,602 | -100.0% | Q2 2026 | Sep 02, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -56,784 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Financial Symmetry Inc | History | Closed out | 0 | 0 | — | 0.08% | — | -3,257 | -100.0% | Q2 2026 | Jul 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 5 | 0 | — | — | — | -1 | -16.67% | Q2 2026 | Jul 23, 2026 |