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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Mercer Global Advisors Inc | Buy | +3,507 | — | 3,507 | $245.51K | Q2 2026 | Aug 19, 2026 |
| Prosperitas Financial Llc | Sell | -177 | -2.9% | 6,030 | $422.11K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +11,249 | +3.5% | 334,902 | $23.44M | Q2 2026 | Aug 18, 2026 |
| Pure Financial Advisors, Llc | Buy | +4,824 | +3.2% | 156,518 | $10.96M | Q2 2026 | Aug 17, 2026 |
| E-Wealth Partners, Llc | Sell | -891 | -3.6% | 23,773 | $1.66M | Q2 2026 | Aug 17, 2026 |
| Cerity Partners Llc | Buy | +104,494 | — | 104,494 | $7.31M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -933 | -8.6% | 9,861 | $690.00K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +150 | — | 150 | $10.50K | Q2 2026 | Aug 14, 2026 |
| Cardiff Park Advisors, Llc | Buy | +21 | +1.2% | 1,784 | $124.87K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +19 | — | 19 | $1.34K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Buy | +257 | +80.8% | 575 | $40.25K | Q2 2026 | Aug 13, 2026 |
| Horizon Investments, Llc | Buy | +22 | — | 22 | $1.54K | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, Llc | Buy | +2,203 | — | 2,203 | $154.21K | Q2 2026 | Aug 12, 2026 |
| Vestia Personal Wealth Advisors | Buy | +815 | +11.8% | 7,728 | $541.00K | Q2 2026 | Aug 10, 2026 |
| Mml Investors Services, Llc | Sell | -15,298 | -49.0% | 15,919 | $1.11M | Q2 2026 | Aug 07, 2026 |
| Onedigital Investment Advisors Llc | Buy | +2,861 | +52.5% | 8,313 | $581.92K | Q2 2026 | Aug 07, 2026 |
| Pnc Financial Services Group, Inc. | Buy | +410 | — | 410 | $28.70K | Q2 2026 | Aug 07, 2026 |
| Fifth Third Bancorp | Buy | +191 | — | 191 | $13.37K | Q2 2026 | Aug 05, 2026 |
| Envestnet Asset Management Inc | Buy | +30,528 | — | 30,528 | $2.14M | Q2 2026 | Aug 03, 2026 |
| Citigroup Inc | Buy | +16,385 | — | 16,385 | $1.15M | Q2 2026 | Aug 03, 2026 |
| Bip Wealth, Llc | Buy | +2,857 | +22.4% | 15,605 | $1.09M | Q2 2026 | Aug 03, 2026 |
| Bcr Wealth Strategies, Llc | Buy | +53,529 | +20.2% | 317,947 | $22.26M | Q2 2026 | Jul 31, 2026 |
| Studio Investment Management Llc | Buy | +2,146 | +47.7% | 6,642 | $464.95K | Q2 2026 | Jul 31, 2026 |
| Integrity Alliance, Llc. | Buy | +1,217 | +26.0% | 5,891 | $412.38K | Q2 2026 | Jul 31, 2026 |
| Assetmark, Inc | Buy | +1,933 | +2.9% | 69,020 | $4.83M | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Buy | +6,508 | — | 6,508 | $455.55K | Q2 2026 | Jul 29, 2026 |
| Truist Financial Corp | Buy | +10,100 | — | 10,100 | $716.67K | Q2 2026 | Jul 28, 2026 |
| Fmb Wealth Management | Sell | -1,180 | -0.6% | 201,822 | $14.13M | Q2 2026 | Jul 28, 2026 |
| Concord Wealth Partners | Buy | +87 | — | 87 | $6.12K | Q2 2026 | Jul 27, 2026 |
| Gilpin Wealth Management, Llc | Buy | +736 | — | 736 | $51.52K | Q2 2026 | Jul 24, 2026 |
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.