Who Owns DIMENSIONAL ETF TRUST (DXIV)? -- Institutional Holders (2026-06-30)
51 institutions reported holding $115.9M of DIMENSIONAL ETF TRUST (DXIV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Beacon Pointe Advisors, LLC ($23.4M), BCR Wealth Strategies, LLC ($22.3M), FMB WEALTH MANAGEMENT ($14.1M), Pure Financial Advisors, LLC ($11.0M), Versant Capital Management, Inc ($7.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Beacon Pointe Advisors, LLC | $23.4M | 334,902 | Added |
| 2 | BCR Wealth Strategies, LLC | $22.3M | 317,947 | Added |
| 3 | FMB WEALTH MANAGEMENT | $14.1M | 201,822 | Trimmed |
| 4 | Pure Financial Advisors, LLC | $11.0M | 156,518 | Added |
| 5 | Versant Capital Management, Inc | $7.7M | 110,129 | Added |
| 6 | Cerity Partners LLC | $7.3M | 104,494 | New |
| 7 | Cordant, Inc. | $7.3M | 104,447 | Added |
| 8 | ASSETMARK, INC | $4.8M | 69,020 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $2.1M | 30,528 | New |
| 10 | Evanson Financial, LLC | $1.9M | 26,612 | New |
| 11 | E-Wealth Partners, LLC | $1.7M | 23,773 | Trimmed |
| 12 | CITIGROUP INC | $1.1M | 16,385 | New |
| 13 | MML INVESTORS SERVICES, LLC | $1.1M | 15,919 | Trimmed |
| 14 | BIP Wealth, LLC | $1.1M | 15,605 | Added |
| 15 | PARK AVENUE SECURITIES LLC | $937,000 | 13,391 | New |
| 16 | Discipline Wealth Solutions, LLC | $902,528 | 12,893 | Added |
| 17 | TRUIST FINANCIAL CORP | $716,670 | 10,100 | New |
| 18 | Royal Bank of Canada | $690,000 | 9,861 | Trimmed |
| 19 | OneDigital Investment Advisors LLC | $581,922 | 8,313 | Added |
| 20 | VESTIA PERSONAL WEALTH ADVISORS | $541,002 | 7,728 | Added |
| 21 | Applied Capital LLC | $539,221 | 7,703 | Added |
| 22 | STUDIO INVESTMENT MANAGEMENT LLC | $464,949 | 6,642 | Added |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $455,550 | 6,508 | New |
| 24 | Prosperitas Financial LLC | $422,108 | 6,030 | Trimmed |
| 25 | INTEGRITY ALLIANCE, LLC. | $412,378 | 5,891 | Added |
Source: SEC Form 13F filings · as of 2026-06-30