DaveManuel.com · Institutional Ownership · Who Owns It
DIMENSIONAL ETF TRUST (DXIV)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
50
Reporting holders
$115.9M
Reported value
0.0%
Calls
0.0%
Puts
+17
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | $23.4M | 334,902 | 0.11% | 3q | +3.5%+$787.4K |
| BCR Wealth Strategies, LLC | $22.3M | 317,947 | 6.25% | 8q | +20.2%+$3.7M |
| FMB WEALTH MANAGEMENT | $14.1M | 201,822 | 5.20% | 8q | -0.6%-$82.6K |
| Pure Financial Advisors, LLC | $11.0M | 156,518 | 0.14% | 7q | +3.2%+$337.7K |
| Versant Capital Management, Inc | $7.7M | 110,129 | 0.69% | 7q | +124.7%+$4.3M |
| Cerity Partners LLC | $7.3M | 104,494 | 0.01% | new | NEW |
| Cordant, Inc. | $7.3M | 104,447 | 2.63% | 7q | +28.0%+$1.6M |
| ASSETMARK, INC | $4.8M | 69,020 | 0.01% | 5q | +2.9%+$135.3K |
| ENVESTNET ASSET MANAGEMENT INC | $2.1M | 30,528 | 0.00% | new | NEW |
| Evanson Financial, LLC | $1.9M | 26,612 | 0.09% | new | FIRST |
| E-Wealth Partners, LLC | $1.7M | 23,773 | 1.20% | 3q | -3.6%-$62.4K |
| CITIGROUP INC | $1.1M | 16,385 | 0.00% | new | NEW |
| MML INVESTORS SERVICES, LLC | $1.1M | 15,919 | 0.00% | 6q | -49.0%-$1.1M |
| BIP Wealth, LLC | $1.1M | 15,605 | 0.03% | 5q | +22.4%+$200.0K |
| PARK AVENUE SECURITIES LLC | $937.0K | 13,391 | 0.01% | new | NEW |
| Discipline Wealth Solutions, LLC | $902.5K | 12,893 | 0.08% | 2q | +71.6%+$376.5K |
| TRUIST FINANCIAL CORP | $716.7K | 10,100 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $690.0K | 9,861 | 0.00% | 5q | -8.6%-$65.3K |
| OneDigital Investment Advisors LLC | $581.9K | 8,313 | 0.00% | 2q | +52.5%+$200.3K |
| VESTIA PERSONAL WEALTH ADVISORS | $541.0K | 7,728 | 0.21% | 4q | +11.8%+$57.1K |
| Applied Capital LLC | $539.2K | 7,703 | 0.17% | 7q | +13.7%+$65.0K |
| STUDIO INVESTMENT MANAGEMENT LLC | $464.9K | 6,642 | 0.08% | 4q | +15.1%+$61.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $455.6K | 6,508 | 0.00% | new | NEW |
| Prosperitas Financial LLC | $422.1K | 6,030 | 0.14% | 4q | -2.9%-$12.4K |
| INTEGRITY ALLIANCE, LLC. | $412.4K | 5,891 | 0.01% | 2q | +26.0%+$85.2K |
| FIDUCIARY FINANCIAL GROUP, LLC | $323.1K | 4,616 | 0.04% | 2q | +24.5%+$63.5K |
| SAX WEALTH ADVISORS, LLC | $291.0K | 4,308 | 0.01% | new | NEW |
| Farther Finance Advisors, LLC | $286.0K | 4,085 | 0.00% | 4q | +143.3%+$168.4K |
| MERCER GLOBAL ADVISORS INC /ADV | $245.5K | 3,507 | 0.00% | new | NEW |
| HighTower Advisors, LLC | $224.0K | 3,200 | 0.00% | 2q | HELD |
| Approach Retirement Advisors, LLC | $213.5K | 3,050 | 0.16% | 2q | HELD |
| Aptus Capital Advisors, LLC | $154.2K | 2,203 | 0.00% | new | NEW |
| CARDIFF PARK ADVISORS, LLC | $124.9K | 1,784 | 0.01% | 4q | +1.2%+$1.5K |
| WELLINGTON-ALTUS USA INC. | $117.5K | 1,740 | 0.08% | 2q | -61.5%-$187.8K |
| Glass Jacobson Investment Advisors llc | $64.5K | 921 | 0.02% | 5q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $51.5K | 736 | 0.04% | new | NEW |
| UBS Group AG | $40.3K | 575 | 0.00% | 2q | +80.8%+$18.0K |
| PNC Financial Services Group, Inc. | $28.7K | 410 | 0.00% | new | NEW |
| Ares Financial Consulting, LLC | $16.1K | 230 | 0.01% | 3q | +1.3% |
| FIFTH THIRD BANCORP | $13.4K | 191 | 0.00% | new | NEW |
| CoreCap Advisors, LLC | $12.9K | 185 | 0.00% | new | NEW |
| BFC Planning, Inc. | $12.6K | 180 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $12.0K | 172 | 0.00% | 4q | -8.5%-$1.1K |
| OSAIC HOLDINGS, INC. | $10.5K | 150 | 0.00% | new | NEW |
| Concord Wealth Partners | $6.1K | 87 | 0.00% | new | NEW |
| Atomic Invest LLC | $4.4K | 63 | 0.00% | new | NEW |
| TRUST CO OF VERMONT | $2.0K | 28 | 0.00% | 3q | HELD |
| Horizon Investments, LLC | $1.5K | 22 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $1.3K | 19 | 0.00% | new | NEW |
| Capital Investment Advisory Services, LLC | $350 | 5 | 0.00% | 4q | -16.7% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 30 | $67.2M | 933,366 | 11 | 13 | 2 | 0.0% |
| Q2 2026 | 50 | $115.9M | 1,655,628 | 19 | 18 | 8 | 0.0% |
| Q1 2026 | 33 | $97.7M | 1,445,520 | 9 | 16 | 1 | 0.0% |
| Q4 2025 | 33 | $96.1M | 1,499,316 | 5 | 13 | 4 | 0.0% |
| Q3 2025 | 29 | $84.9M | 1,379,874 | 9 | 12 | 4 | 0.0% |
| Q2 2025 | 21 | $76.2M | 1,312,310 | 8 | 7 | 5 | 0.0% |
| Q1 2025 | 14 | $63.4M | 1,222,500 | 4 | 5 | 2 | 0.0% |
| Q4 2024 | 11 | $44.3M | 920,592 | 5 | 3 | 0 | 0.0% |
| Q3 2024 | 6 | $41.3M | 789,733 | 6 | 0 | 0 | 0.0% |