Skip to content

DXIV DIMENSIONAL ETF TRUST

Follow

SHS (fund)

33 managers (33 13F filers) reported a position in DXIV shares at 2026-03-31, 1,445,520 shares in all. 9 filers opened a position and 6 filers sold out during the quarter.

Managers
33
13F filers
33
New
9
Added
18
Reduced
2
Sold out
6
Shares held by filers
1,445,520

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC323,653$21.9M0.12%+13,09513F-HRTimeline
BCR Wealth Strategies, LLC264,418$17.9M5.6%+2,53213F-HRTimeline
FMB WEALTH MANAGEMENT203,002$13.7M5.67%-65313F-HRTimeline
Pure Financial Advisors, LLC151,694$10.2M0.15%+9,82313F-HRTimeline
Cordant, Inc.81,624$5.51M2.24%+15,41513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC73,602$4.97M<0.01%+64,68013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC67,087$4.53M0.01%+5,30013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC56,784$3.84M<0.01%new13F-HRTimelineGroup
Versant Capital Management, Inc49,004$3.31M0.33%+6,11213F-HRTimeline
MML INVESTORS SERVICES, LLC31,217$2.11M0.01%-8,10413F-HRTimeline
Evanson Asset Management, LLC25,422$1.72M0.09%+1,14413F-HRTimeline
E-Wealth Partners, LLC24,664$1.67M1.35%+3,49313F-HRTimeline
BIP Wealth, LLC12,748$861K0.04%+90013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10,794$729K<0.01%+6,84413F-HRTimelineGroup
Discipline Wealth Solutions, LLC7,514$507K0.05%new13F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS6,913$467K0.22%+2,10413F-HRTimeline
Applied Capital LLC6,775$458K0.17%+32713F-HRTimeline
Prosperitas Financial LLC6,207$419K0.16%+44313F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC5,769$390K0.07%+1,27313F-HR/ATimeline
OneDigital Investment Advisors LLC5,452$368K<0.01%new13F-HRTimeline
WELLINGTON-ALTUS USA INC.4,520$316K0.19%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.4,674$316K0.01%new13F-HRTimeline
McIlrath & Eck, LLC3,853$260K0.02%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC3,709$250K0.03%new13F-HRTimeline
Financial Symmetry Inc3,257$232K0.08%+213F-HRTimeline
HighTower Advisors, LLC3,200$216K<0.01%new13F-HRTimeline
Approach Retirement Advisors, LLC3,050$206K0.17%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,763$119K0.01%+313F-HRTimeline
Farther Finance Advisors, LLC1,679$115K<0.01%+77913F-HRTimeline
Glass Jacobson Investment Advisors llc921$62.2K0.02%013F-HRTimeline
UBS Group AGin group UBS Group AG318$21.5K<0.01%new13F-HRTimelineGroup
Ares Financial Consulting, LLC227$15.5K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…6$405<0.01%013F-HRTimeline