DXIV Institutional Ownership & Shareholders
DIMENSIONAL INTR VTOR E ETF (DXIV) is currently held by 57 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $162.53M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Beacon Pointe Advisors, Llc is currently the largest disclosed institutional shareholder of DXIV tracked by InsiderSet, reporting ownership valued at approximately $23.44M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $24.15M, representing an estimated gain of +3.01% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed DXIV value among the investors covered in this analysis. Major shareholders include Beacon Pointe Advisors, Llc, Bcr Wealth Strategies, Llc, Indivisible Partners, and several other long-term asset managers with concentrated positions in DIMENSIONAL INTR VTOR E ETF (DXIV).
This page ranks the largest institutional DXIV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
57
Total Reported Value
$162.53M
Largest Holder
Beacon Pointe Advisors, Llc
Largest Position
$23.44M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
67
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Beacon Pointe Advisors, Llc | 0.11% | 334,902 | $23,443,600 | $24,149,180 | +$705,580 | +3.01% | |
| Bcr Wealth Strategies, Llc | 6.25% | 317,947 | $22,256,000 | $22,926,586 | +$670,586 | +3.01% | |
| Indivisible Partners | 0.80% | 242,189 | $17,440,043 | $17,463,813 | +$23,770 | +0.14% | |
| Fmb Wealth Management | 5.20% | 201,822 | $14,127,803 | $14,553,021 | +$425,218 | +3.01% | |
| Pure Financial Advisors, Llc | 0.14% | 156,518 | $10,956,483 | $11,286,231 | +$329,748 | +3.01% | |
| Assetmark, Inc | 0.02% | 126,228 | $9,089,710 | $9,102,074 | +$12,364 | +0.14% | |
| Versant Capital Management, Inc | 0.75% | 121,902 | $8,778,166 | $8,790,134 | +$11,968 | +0.14% | |
| Integrity Advisory Solutions, Llc | 0.83% | 109,996 | $7,920,820 | $7,931,614 | +$10,794 | +0.14% | |
| Cerity Partners Llc | 0.01% | 104,494 | $7,314,726 | $7,534,874 | +$220,148 | +3.01% | |
| Cordant, Inc. | 2.63% | 104,447 | $7,311,435 | $7,531,485 | +$220,050 | +3.01% | |
| Integrity Alliance, Llc. | 0.15% | 65,353 | $4,706,100 | $4,712,487 | +$6,387 | +0.14% | |
| Rcs Financial Planning, Llc | 2.41% | 61,700 | $4,443,044 | $4,449,076 | +$6,032 | +0.14% | |
| Core Wealth Management, Inc. | 0.71% | 33,171 | $2,388,644 | $2,391,901 | +$3,257 | +0.14% | |
| Envestnet Asset Management Inc | 0.00% | 30,528 | $2,137,003 | $2,201,319 | +$64,316 | +3.01% | |
| Aa Financial Advisors, Llc | 0.25% | 28,963 | $2,085,653 | $2,088,470 | +$2,817 | +0.14% | |
| Evanson Asset Management, Llc | 0.09% | 25,422 | $1,716,990 | $1,833,135 | +$116,145 | +6.76% | |
| E-Wealth Partners, Llc | 1.20% | 23,773 | $1,664,143 | $1,714,228 | +$50,085 | +3.01% | |
| Commonwealth Equity Services, Llc | 0.00% | 18,594 | $1,338,940 | $1,340,780 | +$1,840 | +0.14% | |
| Discipline Wealth Solutions, Llc | 0.11% | 17,785 | $1,280,698 | $1,282,444 | +$1,746 | +0.14% | |
| Bip Wealth, Llc | 0.03% | 17,583 | $1,266,158 | $1,267,878 | +$1,720 | +0.14% | |
| Citigroup Inc | 0.00% | 16,385 | $1,146,973 | $1,181,493 | +$34,520 | +3.01% | |
| Mml Investors Services, Llc | 0.00% | 15,919 | $1,114,322 | $1,147,890 | +$33,568 | +3.01% | |
| Truist Financial Corp | 0.00% | 12,829 | $923,813 | $925,076 | +$1,263 | +0.14% | |
| Royal Bank Of Canada | 0.00% | 9,861 | $690,000 | $711,059 | +$21,059 | +3.05% | |
| Tcfg Investment Advisors, Llc | 0.20% | 8,098 | $583,137 | $583,932 | +$795 | +0.14% | |
| Onedigital Investment Advisors Llc | 0.00% | 8,313 | $581,922 | $599,435 | +$17,513 | +3.01% | |
| Applied Capital Llc | 0.17% | 7,703 | $539,221 | $555,449 | +$16,228 | +3.01% | |
| Csp Financial Group, Llc | 0.54% | 7,488 | $539,221 | $539,946 | +$725 | +0.13% | |
| Studio Investment Management Llc | 0.08% | 6,408 | $461,440 | $462,069 | +$629 | +0.14% | |
| Kestra Advisory Services, Llc | 0.00% | 6,227 | $448,384 | $449,018 | +$634 | +0.14% | |
| Prosperitas Financial Llc | 0.14% | 6,214 | $447,470 | $448,080 | +$610 | +0.14% | |
| Fiduciary Financial Group, Llc | 0.04% | 5,138 | $369,979 | $370,492 | +$513 | +0.14% | |
| Vestia Personal Wealth Advisors | 0.13% | 4,815 | $346,743 | $347,201 | +$458 | +0.13% | |
| Sax Wealth Advisors, Llc | 0.01% | 4,409 | $317,492 | $317,925 | +$433 | +0.14% | |
| Farther Finance Advisors, Llc | 0.00% | 4,345 | $312,883 | $313,310 | +$427 | +0.14% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 4,251 | $303,163 | $306,532 | +$3,369 | +1.11% | |
| Selective Wealth Management, Inc. | 0.07% | 4,182 | $300,762 | $301,556 | +$794 | +0.26% | |
| Mcilrath & Eck, Llc | 0.02% | 3,853 | $260,226 | $277,833 | +$17,607 | +6.77% | |
| Approach Retirement Advisors, Llc | 0.19% | 3,480 | $250,595 | $250,937 | +$342 | +0.14% | |
| Mercer Global Advisors Inc | 0.00% | 3,507 | $245,513 | $252,883 | +$7,370 | +3.00% | |
| Aptus Capital Advisors, Llc | 0.00% | 2,203 | $154,213 | $158,854 | +$4,641 | +3.01% | |
| Cardiff Park Advisors, Llc | 0.01% | 1,784 | $124,869 | $128,641 | +$3,772 | +3.02% | |
| Gilpin Wealth Management, Llc | 0.06% | 1,220 | $87,853 | $87,972 | +$119 | +0.14% | |
| Glass Jacobson Investment Advisors Llc | 0.02% | 921 | $66,322 | $66,412 | +$90 | +0.14% | |
| Ubs Group Ag | 0.00% | 575 | $40,251 | $41,462 | +$1,211 | +3.01% | |
| Pnc Financial Services Group, Inc. | 0.00% | 410 | $28,700 | $29,564 | +$864 | +3.01% | |
| Ascentis Independent Advisors | 0.00% | 323 | $23,258 | $23,291 | +$33 | +0.14% | |
| Ares Financial Consulting, Llc | 0.01% | 231 | $16,607 | $16,657 | +$50 | +0.30% | |
| Fifth Third Bancorp | 0.00% | 191 | $13,370 | $13,773 | +$403 | +3.01% | |
| Corecap Advisors, Llc | 0.00% | 185 | $13,322 | $13,340 | +$18 | +0.14% |
Frequently asked questions about DXIV
Who are the largest institutional holders of DXIV?
The largest institutional holders of DXIV reported in the latest SEC Form 13F filings include Beacon Pointe Advisors, Llc, Bcr Wealth Strategies, Llc, Indivisible Partners, Fmb Wealth Management, and Pure Financial Advisors, Llc. InsiderSet ranks institutional holders by their latest reported DXIV position.
What is DXIV institutional ownership?
This page tracks DXIV positions reported by institutional investment managers through SEC Form 13F. DIMENSIONAL INTR VTOR E ETF (DXIV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DXIV?
InsiderSet currently tracks 57 institutional managers reporting DXIV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DXIV shareholders.
How much DXIV stock do institutions own?
Institutional investment managers disclosed approximately $162.53M in DXIV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DXIV institutional ownership last updated?
The latest DXIV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DXIV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DXIV position after the reporting date.
Are institutions buying or selling DXIV?
Institutional buying and selling can be analyzed by comparing DXIV positions across consecutive 13F reporting periods. InsiderSet's DXIV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DXIV ownership changes.
How has DXIV institutional ownership changed over time?
InsiderSet tracks DXIV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.