13F Insight
DOSSIER · 13F Holders · Q1 2026
DXIV

DIMENSIONAL ETF TRUST

40 institutions still hold DIMENSIONAL ETF TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 25434V542·40 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$118M
visible holders
Holders
40
filers reporting
Concentration
18.54%
Beacon Pointe Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

40 institutions reported DXIV in Q1 2026. Beacon Pointe Advisors, LLC leads at 18.5% 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
$22M324K0.12%Q1 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
$14M203K5.67%Q1 202605
Pure Financial Advisors, LLC
CIK 0001571556
$10M152K0.15%Q1 202606
Versant Capital Management, Inc
CIK 0001735057
$8M110K0.69%Q2 202607
Cordant, Inc.
CIK 0001830942
$7M104K2.63%Q2 202608
ASSETMARK, INC
CIK 0001344551
$4M62K0.01%Q4 202509
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$4M57K0.00%Q1 202610
MML INVESTORS SERVICES, LLC
CIK 0000701059
$2M31K0.01%Q1 202611
Evanson Financial, LLC
CIK 0002140235
$2M27K0.09%Q2 202612
Evanson Asset Management, LLC
CIK 0001626379
$2M25K0.09%Q1 202613
E-Wealth Partners, LLC
CIK 0002129940
$2M25K1.35%Q1 202614
Discipline Wealth Solutions, LLC
CIK 0002010507
$903K13K0.08%Q2 202615
BIP Wealth, LLC
CIK 0001590214
$861K13K0.04%Q1 202616
ROYAL BANK OF CANADA
CIK 0001000275
$729K11K0.00%Q1 202617
CITADEL ADVISORS LLC
CIK 0001423053
$581K9K0.00%Q4 202518
Applied Capital LLC
CIK 0001862965
$539K8K0.17%Q2 202619
VESTIA PERSONAL WEALTH ADVISORS
CIK 0002033299
$467K7K0.22%Q1 202620
VanderPol Investments L.L.C.
CIK 0002015682
$447K7K0.78%Q4 2025
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