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Disclosery

DXIV DIMENSIONAL ETF TRUST

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SHS (fund)

49 managers (49 13F filers) reported a position in DXIV shares at 2026-06-30, 1,655,448 shares in all. 18 filers opened a position and 3 filers sold out during the quarter.

Managers
49
13F filers
49
New
18
Added
18
Reduced
7
Sold out
3
Shares held by filers
1,655,448

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Beacon Pointe Advisors, LLC334,902$23.4M0.11%+11,24913F-HRTimeline
BCR Wealth Strategies, LLC317,947$22.3M6.25%+53,52913F-HRTimeline
FMB WEALTH MANAGEMENT201,822$14.1M5.2%-1,18013F-HRTimeline
Pure Financial Advisors, LLC156,518$11M0.14%+4,82413F-HRTimeline
Versant Capital Management, Inc110,129$7.71M0.69%+61,12513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC104,494$7.31M0.01%new13F-HRTimelineGroup
Cordant, Inc.104,447$7.31M2.63%+22,82313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC69,020$4.83M0.01%+1,93313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC30,528$2.14M<0.01%new13F-HR/ATimelineGroup
Evanson Financial, LLC26,612$1.86M0.09%13F-HRTimeline
E-Wealth Partners, LLC23,773$1.66M1.2%-89113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC16,385$1.15M<0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC15,919$1.11M<0.01%-15,29813F-HRTimeline
BIP Wealth, LLC15,605$1.09M0.03%+2,85713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC13,391$937K0.01%new13F-HRTimelineGroup
Discipline Wealth Solutions, LLC12,893$903K0.08%+5,37913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,100$717K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA9,861$690K<0.01%-93313F-HRTimelineGroup
OneDigital Investment Advisors LLC8,313$582K<0.01%+2,86113F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS7,728$541K0.21%+81513F-HRTimeline
Applied Capital LLC7,703$539K0.17%+92813F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC6,642$465K0.08%+87313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC6,508$456K<0.01%new13F-HRTimeline
Prosperitas Financial LLC6,030$422K0.14%-17713F-HRTimeline
INTEGRITY ALLIANCE, LLC.5,891$412K0.01%+1,21713F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC4,616$323K0.04%+90713F-HRTimeline
SAX WEALTH ADVISORS, LLC4,308$291K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC4,085$286K<0.01%+2,40613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,507$246K<0.01%new13F-HR/ATimeline
HighTower Advisors, LLC3,200$224K<0.01%013F-HRTimeline
Approach Retirement Advisors, LLC3,050$214K0.16%013F-HRTimeline
Aptus Capital Advisors, LLC2,203$154K<0.01%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,784$125K0.01%+2113F-HRTimeline
WELLINGTON-ALTUS USA INC.1,740$118K0.08%-2,78013F-HRTimeline
Glass Jacobson Investment Advisors llc921$64.5K0.02%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC736$51.5K0.04%new13F-HRTimeline
UBS Group AGin group UBS Group AG575$40.3K<0.01%+25713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…410$28.7K<0.01%new13F-HRTimelineGroup
Ares Financial Consulting, LLC230$16.1K0.01%+313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…191$13.4K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC185$12.9K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC172$12K<0.01%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.150$10.5K<0.01%new13F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners87$6.12K<0.01%new13F-HRTimelineGroup
Atomic Invest LLC63$4.38K<0.01%new13F-HRTimeline
TRUST CO OF VERMONT28$1.96K<0.01%13F-HRTimeline
Horizon Investments, LLC22$1.54K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP19$1.34K<0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…5$350<0.01%-113F-HRTimeline