Who Owns DIMENSIONAL ETF TRUST (DXIV)? -- Institutional Holders (2026-03-31)
37 institutions reported holding $95.7M of DIMENSIONAL ETF TRUST (DXIV) in SEC 13F filings for 2026-03-31. Largest institutional holders: Beacon Pointe Advisors, LLC ($21.9M), BCR Wealth Strategies, LLC ($17.9M), FMB WEALTH MANAGEMENT ($13.7M), Pure Financial Advisors, LLC ($10.2M), Cordant, Inc. ($5.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Beacon Pointe Advisors, LLC | $21.9M | 323,653 | Added |
| 2 | BCR Wealth Strategies, LLC | $17.9M | 264,418 | Added |
| 3 | FMB WEALTH MANAGEMENT | $13.7M | 203,002 | Trimmed |
| 4 | Pure Financial Advisors, LLC | $10.2M | 151,694 | Added |
| 5 | Cordant, Inc. | $5.5M | 81,624 | Added |
| 6 | CITADEL ADVISORS LLC | $5.0M | 73,602 | Added |
| 7 | ASSETMARK, INC | $4.5M | 67,087 | Added |
| 8 | JANE STREET GROUP, LLC | $3.8M | 56,784 | New |
| 9 | Versant Capital Management, Inc | $3.3M | 49,004 | Added |
| 10 | MML INVESTORS SERVICES, LLC | $2.1M | 31,217 | Trimmed |
| 11 | Evanson Asset Management, LLC | $1.7M | 25,422 | Added |
| 12 | BIP Wealth, LLC | $860,977 | 12,748 | Added |
| 13 | Royal Bank of Canada | $729,000 | 10,794 | Added |
| 14 | Discipline Wealth Solutions, LLC | $507,484 | 7,514 | New |
| 15 | VESTIA PERSONAL WEALTH ADVISORS | $466,924 | 6,913 | Added |
| 16 | Applied Capital LLC | $457,573 | 6,775 | Added |
| 17 | Prosperitas Financial LLC | $419,211 | 6,207 | Added |
| 18 | STUDIO INVESTMENT MANAGEMENT LLC | $389,630 | 5,769 | Added |
| 19 | OneDigital Investment Advisors LLC | $368,220 | 5,452 | New |
| 20 | INTEGRITY ALLIANCE, LLC. | $315,675 | 4,674 | New |
| 21 | McIlrath & Eck, LLC | $260,226 | 3,853 | Hold |
| 22 | FIDUCIARY FINANCIAL GROUP, LLC | $250,500 | 3,709 | New |
| 23 | Financial Symmetry Inc | $231,796 | 3,257 | Added |
| 24 | HighTower Advisors, LLC | $216,123 | 3,200 | New |
| 25 | Approach Retirement Advisors, LLC | $205,992 | 3,050 | New |
Source: SEC Form 13F filings · as of 2026-03-31