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DXIV DIMENSIONAL ETF TRUST

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SHS (fund)

33 managers (33 13F filers) reported a position in DXIV shares at 2025-12-31, 1,499,316 shares in all. 5 filers opened a position and 3 filers sold out during the quarter.

Managers
33
13F filers
33
New
5
Added
13
Reduced
4
Sold out
3
Shares held by filers
1,499,316

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC310,558$20.2M0.14%new13F-HRTimeline
BCR Wealth Strategies, LLC261,886$17M5.65%+4,00013F-HRTimeline
FMB WEALTH MANAGEMENT203,655$13.3M5.23%-4,32013F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP160,000$10.4M<0.01%013F-HRTimelineGroup
Pure Financial Advisors, LLC141,871$9.23M0.14%+15,64913F-HRTimeline
Global Assets Advisory, LLC97,077$4.84M1.39%new13F-HRTimeline
Cordant, Inc.66,209$4.31M1.81%+32,20613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC61,787$4.02M0.01%+3,02713F-HRTimelineGroup
Versant Capital Management, Inc42,892$2.79M0.35%+9,19813F-HRTimeline
MML INVESTORS SERVICES, LLC39,321$2.56M0.01%+1,97313F-HRTimeline
Evanson Asset Management, LLC24,278$1.58M0.09%+3,69513F-HRTimeline
E-Wealth Partners, LLC21,171$1.38M1.16%13F-HRTimeline
BIP Wealth, LLC11,848$771K0.03%+1,15413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,922$581K<0.01%-13,19213F-HRTimelineGroup
VanderPol Investments L.L.C.6,865$447K0.85%+1,35613F-HRTimeline
Applied Capital LLC6,448$420K0.16%+26213F-HRTimeline
Prosperitas Financial LLC5,764$375K0.15%+80313F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS4,809$324K0.16%-1,48713F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC4,496$293K0.05%+34913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,950$257K<0.01%013F-HRTimelineGroup
McIlrath & Eck, LLC3,853$251K0.02%013F-HRTimeline
Financial Symmetry Inc3,255$212K0.09%new13F-HRTimeline
Wedmont Private Capital3,201$211K0.01%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,760$114K0.01%+1413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,149$74.4K<0.01%013F-HRTimelineGroup
Glass Jacobson Investment Advisors llc921$59.9K0.02%013F-HRTimeline
Farther Finance Advisors, LLC900$58.6K<0.01%013F-HRTimeline
Ares Financial Consulting, LLC227$14.7K0.01%13F-HRTimeline
Global Retirement Partners, LLC188$12.2K<0.01%-113F-HRTimeline
TRUST CO OF VERMONT28$1.82K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC11$1K<0.01%new13F-HRTimelineGroup
Merited Wealth, LLC10$651<0.01%13F-HRTimeline
Capital Investment Advisory Services, L…6$390<0.01%013F-HRTimeline