Who Owns DIMENSIONAL ETF TRUST (DXIV)? -- Institutional Holders (2026-06-30)
27 institutions reported holding $68.2M of DIMENSIONAL ETF TRUST (DXIV) in SEC 13F filings for 2026-06-30. Largest institutional holders: BCR Wealth Strategies, LLC ($22.3M), FMB WEALTH MANAGEMENT ($14.1M), Versant Capital Management, Inc ($7.7M), Cordant, Inc. ($7.3M), ASSETMARK, INC ($4.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BCR Wealth Strategies, LLC | $22.3M | 317,947 | Added |
| 2 | FMB WEALTH MANAGEMENT | $14.1M | 201,822 | Trimmed |
| 3 | Versant Capital Management, Inc | $7.7M | 110,129 | Added |
| 4 | Cordant, Inc. | $7.3M | 104,447 | Added |
| 5 | ASSETMARK, INC | $4.8M | 69,020 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $2.1M | 30,528 | New |
| 7 | Evanson Financial, LLC | $1.9M | 26,612 | New |
| 8 | CITIGROUP INC | $1.1M | 16,385 | New |
| 9 | BIP Wealth, LLC | $1.1M | 15,605 | Added |
| 10 | PARK AVENUE SECURITIES LLC | $937,000 | 13,391 | New |
| 11 | Discipline Wealth Solutions, LLC | $902,528 | 12,893 | Added |
| 12 | TRUIST FINANCIAL CORP | $716,670 | 10,100 | New |
| 13 | Applied Capital LLC | $539,221 | 7,703 | Added |
| 14 | STUDIO INVESTMENT MANAGEMENT LLC | $464,949 | 6,642 | Added |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $455,550 | 6,508 | New |
| 16 | INTEGRITY ALLIANCE, LLC. | $412,378 | 5,891 | Added |
| 17 | FIDUCIARY FINANCIAL GROUP, LLC | $323,126 | 4,616 | Added |
| 18 | SAX WEALTH ADVISORS, LLC | $290,956 | 4,308 | New |
| 19 | Farther Finance Advisors, LLC | $285,956 | 4,085 | Added |
| 20 | Approach Retirement Advisors, LLC | $213,504 | 3,050 | Hold |
| 21 | Glass Jacobson Investment Advisors llc | $64,472 | 921 | Hold |
| 22 | GILPIN WEALTH MANAGEMENT, LLC | $51,522 | 736 | New |
| 23 | Ares Financial Consulting, LLC | $16,079 | 230 | Added |
| 24 | CoreCap Advisors, LLC | $12,950 | 185 | New |
| 25 | Concord Wealth Partners | $6,123 | 87 | New |
Source: SEC Form 13F filings · as of 2026-06-30