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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMB WEALTH MANAGEMENT | History | Reduced | 203,002 | 13,710 | 5.67% | 5.23% | 1 | -653 | -0.32% | Q1 2026 | Apr 15, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 151,694 | 10,245 | 0.15% | 1.68% | 2 | +9,823 | 6.92% | Q1 2026 | Apr 10, 2026 |
| Cordant, Inc. | History | Added to | 81,624 | 5,512 | 2.24% | 1.81% | 3 | +15,415 | 23.28% | Q1 2026 | Apr 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 49,004 | 3,309 | 0.33% | 0.35% | 4 | +6,112 | 14.25% | Q1 2026 | Apr 06, 2026 |
| Evanson Asset Management, LLC | History | Added to | 25,422 | 1,716 | 0.09% | 0.09% | 5 | +1,144 | 4.71% | Q1 2026 | Apr 08, 2026 |
| Discipline Wealth Solutions, LLC | History | New | 7,514 | 507 | 0.05% | — | 6 | +7,514 | New | Q1 2026 | Apr 17, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 6,913 | 466 | 0.22% | 0.16% | 7 | +2,104 | 43.75% | Q1 2026 | Apr 14, 2026 |
| Applied Capital LLC | History | Added to | 6,775 | 457 | 0.17% | 0.16% | 8 | +327 | 5.07% | Q1 2026 | Apr 22, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | New | 3,709 | 250 | 0.03% | — | 9 | +3,709 | New | Q1 2026 | Apr 13, 2026 |
| Approach Retirement Advisors, LLC | History | New | 3,050 | 205 | 0.17% | — | 10 | +3,050 | New | Q1 2026 | Apr 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,679 | 114 | 0.0% | 0.0% | 11 | +779 | 86.56% | Q1 2026 | Apr 07, 2026 |
| Ares Financial Consulting, LLC | History | No change | 227 | 15 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Beacon Pointe Advisors, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -310,558 | -100.0% | Q4 2025 | Feb 18, 2026 |
| BCR Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 5.65% | — | -261,886 | -100.0% | Q4 2025 | Jan 23, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -160,000 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 1.39% | — | -97,077 | -100.0% | Q4 2025 | Feb 09, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -61,787 | -100.0% | Q4 2025 | Jan 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -39,321 | -100.0% | Q4 2025 | Feb 13, 2026 |
| BIP Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,848 | -100.0% | Q4 2025 | Jan 21, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,922 | -100.0% | Q4 2025 | Feb 17, 2026 |
| VanderPol Investments L.L.C. | History | Closed out | 0 | 0 | — | 0.78% | — | -6,865 | -100.0% | Q4 2025 | Feb 04, 2026 |
| Prosperitas Financial LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -5,764 | -100.0% | Q4 2025 | Feb 04, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,496 | -100.0% | Q4 2025 | Feb 09, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -3,950 | -100.0% | Q4 2025 | Feb 17, 2026 |
| McIlrath & Eck, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,853 | -100.0% | Q4 2025 | Feb 03, 2026 |
| Financial Symmetry Inc | History | Closed out | 0 | 0 | — | 0.09% | — | -3,255 | -100.0% | Q4 2025 | Jan 28, 2026 |
| Wedmont Private Capital | History | Closed out | 0 | 0 | — | 0.01% | — | -3,201 | -100.0% | Q4 2025 | Jan 08, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,760 | -100.0% | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,149 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Glass Jacobson Investment Advisors llc | History | Closed out | 0 | 0 | — | 0.02% | — | -921 | -100.0% | Q4 2025 | Jan 22, 2026 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -188 | -100.0% | Q4 2025 | Feb 06, 2026 |
| TRUST CO OF VERMONT | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q4 2025 | Jan 16, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11 | -100.0% | Q4 2025 | Jan 26, 2026 |
| Merited Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q4 2025 | Mar 26, 2026 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q4 2025 | Jan 21, 2026 |