13F Insight
DOSSIER · 13F Holders · Q2 2026
DXIV

DIMENSIONAL ETF TRUST

61 institutions still hold DIMENSIONAL ETF TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 25434V542·61 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$142M
visible holders
Holders
61
filers reporting
Concentration
16.49%
Beacon Pointe Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

61 institutions reported DXIV in Q2 2026. Beacon Pointe Advisors, LLC leads at 16.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Beacon Pointe Advisors, LLC
CIK 0001744317
$23M335K0.11%Q2 202602
Hemington Wealth Management
CIK 0001838234
$19M316K2.53%Q3 202503
BCR Wealth Strategies, LLC
CIK 0001908380
$18M264K5.60%Q1 202604
FMB WEALTH MANAGEMENT
CIK 0002040224
$14M202K5.20%Q2 202605
Pure Financial Advisors, LLC
CIK 0001571556
$11M157K0.14%Q2 202606
ASSETMARK, INC
CIK 0001344551
$9M126K0.02%Q3 202607
Versant Capital Management, Inc
CIK 0001735057
$9M122K0.75%Q3 202608
Cerity Partners LLC
CIK 0001566475
$7M104K0.01%Q2 202609
Cordant, Inc.
CIK 0001830942
$7M104K2.63%Q2 202610
RCS Financial Planning, LLC
CIK 0001963347
$4M62K2.40%Q3 202611
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$4M57K0.00%Q1 202612
Core Wealth Management, Inc.
CIK 0001965150
$2M33K0.71%Q3 202613
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M31K0.00%Q2 202614
AA Financial Advisors, LLC
CIK 0002016899
$2M29K0.25%Q3 202615
Evanson Financial, LLC
CIK 0002140235
$2M27K0.09%Q2 202616
Evanson Asset Management, LLC
CIK 0001626379
$2M25K0.09%Q1 202617
E-Wealth Partners, LLC
CIK 0002129940
$2M24K1.20%Q2 202618
Discipline Wealth Solutions, LLC
CIK 0002010507
$1M18K0.11%Q3 202619
BIP Wealth, LLC
CIK 0001590214
$1M18K0.03%Q3 202620
CITIGROUP INC
CIK 0000831001
$1M16K0.00%Q2 2026
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