DOSSIER · 13F Holders · Q1 2026Defensive growthQuality

DXIV

DIMENSIONAL ETF TRUST

37 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 25434V542·37 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 3.1%

vs prior quarter

13F value held

$73M

60.0% inst. owned

of float

Holders

37

-108 QoQ

filers reporting

Activity

+94 / −6

+804 added · −696 reduced

this quarter

Concentration

29.98%

Beacon Pointe Advisors, LLC #1

top holder share

AI Holders Summary · Q1 2026

37 institutions reported DXIV in Q1 2026. Beacon Pointe Advisors, LLC leads at 30.0% of the visible book. -108 net institutions QoQ — distribution reading.

Top holders

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

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

Beacon Pointe Advisors, LLC

$22M324K0.12%Q1 2026 02

FMB WEALTH MANAGEMENT

$14M203K5.67%Q1 2026 03

Pure Financial Advisors, LLC

$10M152K0.15%Q1 2026 04

$6M82K2.24%Q1 2026 05

$4M62K0.01%Q4 2025 06

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$4M57K0.00%Q1 2026 07

Versant Capital Management, Inc

$3M49K0.33%Q1 2026 08

MML INVESTORS SERVICES, LLC

$2M31K0.01%Q1 2026 09

Evanson Asset Management, LLC

$2M25K0.09%Q1 2026 10

E-Wealth Partners, LLC

$1M21K1.16%Q4 2025 11

BIP Wealth, LLC

$860,97713K0.04%Q1 2026 12

ROYAL BANK OF CANADA

$729,00011K0.00%Q1 2026 13

CITADEL ADVISORS LLC

$580,5559K0.00%Q4 2025 14

Discipline Wealth Solutions, LLC

$507,4848K0.05%Q1 2026 15

VESTIA PERSONAL WEALTH ADVISORS

$466,9247K0.22%Q1 2026 16

Applied Capital LLC

$457,5737K0.17%Q1 2026 17

VanderPol Investments L.L.C.

$446,7067K0.78%Q4 2025 18

Prosperitas Financial LLC

$419,2116K0.16%Q1 2026 19

STUDIO INVESTMENT MANAGEMENT LLC

$389,6306K0.07%Q1 2026 20

OneDigital Investment Advisors LLC

$368,2205K0.00%Q1 2026

Page 1 of 2

17 more holders available. Log in →