DIMENSIONAL INTR VTOR E ETF (DXIV) Institutional Ownership Changes & 13F Activity

DIMENSIONAL INTR VTOR E ETF (DXIV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Cerity Partners Llc, Bcr Wealth Strategies, Llc, Envestnet Asset Management Inc, Citigroup Inc, and Mml Investors Services, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Mercer Global Advisors IncBuy+3,5073,507$245.51KQ2 2026Aug 19, 2026
Prosperitas Financial LlcSell-177-2.9%6,030$422.11KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+11,249+3.5%334,902$23.44MQ2 2026Aug 18, 2026
Pure Financial Advisors, LlcBuy+4,824+3.2%156,518$10.96MQ2 2026Aug 17, 2026
E-Wealth Partners, LlcSell-891-3.6%23,773$1.66MQ2 2026Aug 17, 2026
Cerity Partners LlcBuy+104,494104,494$7.31MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-933-8.6%9,861$690.00KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+150150$10.50KQ2 2026Aug 14, 2026
Cardiff Park Advisors, LlcBuy+21+1.2%1,784$124.87KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+1919$1.34KQ2 2026Aug 14, 2026
Ubs Group AgBuy+257+80.8%575$40.25KQ2 2026Aug 13, 2026
Horizon Investments, LlcBuy+2222$1.54KQ2 2026Aug 13, 2026
Aptus Capital Advisors, LlcBuy+2,2032,203$154.21KQ2 2026Aug 12, 2026
Vestia Personal Wealth AdvisorsBuy+815+11.8%7,728$541.00KQ2 2026Aug 10, 2026
Mml Investors Services, LlcSell-15,298-49.0%15,919$1.11MQ2 2026Aug 07, 2026
Onedigital Investment Advisors LlcBuy+2,861+52.5%8,313$581.92KQ2 2026Aug 07, 2026
Pnc Financial Services Group, Inc.Buy+410410$28.70KQ2 2026Aug 07, 2026
Fifth Third BancorpBuy+191191$13.37KQ2 2026Aug 05, 2026
Envestnet Asset Management IncBuy+30,52830,528$2.14MQ2 2026Aug 03, 2026
Citigroup IncBuy+16,38516,385$1.15MQ2 2026Aug 03, 2026
Bip Wealth, LlcBuy+2,857+22.4%15,605$1.09MQ2 2026Aug 03, 2026
Bcr Wealth Strategies, LlcBuy+53,529+20.2%317,947$22.26MQ2 2026Jul 31, 2026
Studio Investment Management LlcBuy+2,146+47.7%6,642$464.95KQ2 2026Jul 31, 2026
Integrity Alliance, Llc.Buy+1,217+26.0%5,891$412.38KQ2 2026Jul 31, 2026
Assetmark, IncBuy+1,933+2.9%69,020$4.83MQ2 2026Jul 30, 2026
Commonwealth Equity Services, LlcBuy+6,5086,508$455.55KQ2 2026Jul 29, 2026
Truist Financial CorpBuy+10,10010,100$716.67KQ2 2026Jul 28, 2026
Fmb Wealth ManagementSell-1,180-0.6%201,822$14.13MQ2 2026Jul 28, 2026
Concord Wealth PartnersBuy+8787$6.12KQ2 2026Jul 27, 2026
Gilpin Wealth Management, LlcBuy+736736$51.52KQ2 2026Jul 24, 2026
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Frequently asked questions about DXIV activity

  • Which institutional owners are buying DXIV?

    Institutional owners buying DXIV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in DXIV activity?

    "Buy" means an investor increased their reported position in DXIV compared to the prior reporting period. This reflects growing exposure to DIMENSIONAL INTR VTOR E ETF (DXIV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in DXIV increasing?

    Institutional interest in DXIV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.