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DXIV DIMENSIONAL ETF TRUST

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SHS (fund)

22 managers (22 13F filers) reported a position in DXIV shares at 2025-06-30, 1,310,360 shares in all. 7 filers opened a position and 1 filer sold out during the quarter.

Managers
22
13F filers
22
New
7
Added
7
Reduced
5
Sold out
1
Shares held by filers
1,310,360

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Hemington Wealth Management293,725$17.1M2.47%+6,52113F-HRTimeline
BCR Wealth Strategies, LLC256,769$14.9M5.77%-11,07813F-HRTimeline
FMB WEALTH MANAGEMENT208,066$12.1M5.75%-2,05213F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP165,000$9.58M<0.01%-35,00013F-HRTimelineGroup
Pure Financial Advisors, LLC110,134$6.39M0.11%+23,39113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC69,070$4.01M0.01%+11,34313F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC46,358$2.69M0.01%new13F-HRTimelineGroup
Versant Capital Management, Inc31,671$1.84M0.28%-2,57313F-HRTimeline
MML INVESTORS SERVICES, LLC29,636$1.72M<0.01%+7,93913F-HRTimeline
Cordant, Inc.28,348$1.65M0.79%+3,49813F-HRTimeline
FLOW TRADERS U.S. LLC27,058$1.57M0.06%new13F-HRTimeline
Evanson Asset Management, LLC17,419$1.01M0.06%+15613F-HRTimeline
BIP Wealth, LLC7,943$461K0.03%new13F-HRTimeline
Applied Capital LLC5,747$334K0.15%-16413F-HRTimeline
VanderPol Investments L.L.C.4,925$286K0.6%+16913F-HRTimeline
McIlrath & Eck, LLC3,853$224K0.03%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,950$113K<0.01%new13F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,497$86.9K<0.01%new13F-HRTimelineGroup
Glass Jacobson Investment Advisors llc921$53.5K0.02%new13F-HRTimeline
Global Retirement Partners, LLC192$11.1K<0.01%13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/78$4.52K<0.01%new13F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.