Skip to content

DXIV DIMENSIONAL ETF TRUST

Follow

SHS (fund)

29 managers (29 13F filers) reported a position in DXIV shares at 2025-09-30, 1,379,874 shares in all. 9 filers opened a position and 1 filer sold out during the quarter.

Managers
29
13F filers
29
New
9
Added
13
Reduced
5
Sold out
1
Shares held by filers
1,379,874

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 Management316,361$19.5M2.53%+22,63613F-HRTimeline
BCR Wealth Strategies, LLC257,886$15.9M5.58%+1,11713F-HRTimeline
FMB WEALTH MANAGEMENT207,975$12.8M5.42%-9113F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP160,000$9.85M<0.01%-5,00013F-HRTimelineGroup
Pure Financial Advisors, LLC126,222$7.77M0.12%+16,08813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC58,760$3.62M0.01%+12,40213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC37,348$2.3M0.01%+7,71213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC37,317$2.3M<0.01%-31,75313F-HRTimelineGroup
Cordant, Inc.34,003$2.09M0.94%+5,65513F-HRTimeline
Versant Capital Management, Inc33,694$2.07M0.28%+2,02313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC22,114$1.36M<0.01%new13F-HRTimelineGroup
Evanson Asset Management, LLC20,583$1.27M0.07%+3,16413F-HRTimeline
FLOW TRADERS U.S. LLC13,292$818K0.03%-13,76613F-HRTimeline
BIP Wealth, LLC10,694$658K0.03%+2,75113F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS6,296$387K0.22%new13F-HRTimeline
Applied Capital LLC6,186$381K0.15%+43913F-HRTimeline
VanderPol Investments L.L.C.5,509$342K0.66%+58413F-HRTimeline
Prosperitas Financial LLC4,961$305K0.13%new13F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC4,147$255K0.05%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,950$243K<0.01%+2,00013F-HRTimelineGroup
McIlrath & Eck, LLC3,853$237K0.02%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,784$233K<0.01%new13F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC1,746$107K0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,149$70.6K<0.01%+1,07113F-HRTimelineGroup
Glass Jacobson Investment Advisors llc921$56.7K0.02%013F-HRTimeline
Farther Finance Advisors, LLC900$55.4K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC189$11.6K<0.01%-313F-HRTimeline
TRUST CO OF VERMONT28$1.72K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…6$369<0.01%new13F-HRTimeline