DIMENSIONAL INTR VTOR E ETF (DXIV) Institutional Shareholders
DIMENSIONAL INTR VTOR E ETF (DXIV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $115.63M in DXIV holdings during the latest filing period.
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 $24.58M, representing an estimated gain of +4.83% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 88% of the total disclosed DXIV value among the investors covered in this analysis. Major shareholders include Beacon Pointe Advisors, Llc, Bcr Wealth Strategies, Llc, Fmb Wealth Management, 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
45
Total Reported Value
$115.63M
Largest Holder
Beacon Pointe Advisors, Llc
Largest Position
$23.44M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
55
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 | $24,575,142 | +$1,131,542 | +4.83% | |
| Bcr Wealth Strategies, Llc | 6.25% | 317,947 | $22,256,000 | $23,330,983 | +$1,074,983 | +4.83% | |
| Fmb Wealth Management | 5.20% | 201,822 | $14,127,803 | $14,809,719 | +$681,916 | +4.83% | |
| Pure Financial Advisors, Llc | 0.14% | 156,518 | $10,956,483 | $11,485,306 | +$528,823 | +4.83% | |
| Versant Capital Management, Inc | 0.69% | 110,129 | $7,709,190 | $8,081,277 | +$372,087 | +4.83% | |
| Cerity Partners Llc | 0.01% | 104,494 | $7,314,726 | $7,667,780 | +$353,054 | +4.83% | |
| Cordant, Inc. | 2.63% | 104,447 | $7,311,435 | $7,664,331 | +$352,896 | +4.83% | |
| Assetmark, Inc | 0.01% | 69,020 | $4,831,531 | $5,064,695 | +$233,164 | +4.83% | |
| Envestnet Asset Management Inc | 0.00% | 30,528 | $2,137,003 | $2,240,148 | +$103,145 | +4.83% | |
| Evanson Asset Management, Llc | 0.09% | 25,422 | $1,716,990 | $1,865,469 | +$148,479 | +8.65% | |
| E-Wealth Partners, Llc | 1.20% | 23,773 | $1,664,143 | $1,744,465 | +$80,322 | +4.83% | |
| Citigroup Inc | 0.00% | 16,385 | $1,146,973 | $1,202,333 | +$55,360 | +4.83% | |
| Mml Investors Services, Llc | 0.00% | 15,919 | $1,114,322 | $1,168,138 | +$53,816 | +4.83% | |
| Bip Wealth, Llc | 0.03% | 15,605 | $1,092,379 | $1,145,096 | +$52,717 | +4.83% | |
| Park Avenue Securities Llc | 0.01% | 13,391 | $937,000 | $982,633 | +$45,633 | +4.87% | |
| Discipline Wealth Solutions, Llc | 0.08% | 12,893 | $902,528 | $946,090 | +$43,562 | +4.83% | |
| Truist Financial Corp | 0.00% | 10,100 | $716,670 | $741,139 | +$24,469 | +3.41% | |
| Royal Bank Of Canada | 0.00% | 9,861 | $690,000 | $723,601 | +$33,601 | +4.87% | |
| Onedigital Investment Advisors Llc | 0.00% | 8,313 | $581,922 | $610,009 | +$28,087 | +4.83% | |
| Vestia Personal Wealth Advisors | 0.21% | 7,728 | $541,002 | $567,081 | +$26,079 | +4.82% | |
| Applied Capital Llc | 0.17% | 7,703 | $539,221 | $565,247 | +$26,026 | +4.83% | |
| Studio Investment Management Llc | 0.08% | 6,642 | $464,949 | $487,391 | +$22,442 | +4.83% | |
| Commonwealth Equity Services, Llc | 0.00% | 6,508 | $455,550 | $477,558 | +$22,008 | +4.83% | |
| Prosperitas Financial Llc | 0.14% | 6,030 | $422,108 | $442,482 | +$20,374 | +4.83% | |
| Integrity Alliance, Llc. | 0.01% | 5,891 | $412,378 | $432,282 | +$19,904 | +4.83% | |
| Fiduciary Financial Group, Llc | 0.04% | 4,616 | $323,126 | $338,723 | +$15,597 | +4.83% | |
| Sax Wealth Advisors, Llc | 0.01% | 4,308 | $290,956 | $316,121 | +$25,165 | +8.65% | |
| Farther Finance Advisors, Llc | 0.00% | 4,085 | $285,956 | $299,758 | +$13,802 | +4.83% | |
| Mcilrath & Eck, Llc | 0.02% | 3,853 | $260,226 | $282,734 | +$22,508 | +8.65% | |
| Mercer Global Advisors Inc | 0.00% | 3,507 | $245,513 | $257,344 | +$11,831 | +4.82% | |
| Approach Retirement Advisors, Llc | 0.16% | 3,050 | $213,504 | $223,809 | +$10,305 | +4.83% | |
| Aptus Capital Advisors, Llc | 0.00% | 2,203 | $154,213 | $161,656 | +$7,443 | +4.83% | |
| Cardiff Park Advisors, Llc | 0.01% | 1,784 | $124,869 | $130,910 | +$6,041 | +4.84% | |
| Glass Jacobson Investment Advisors Llc | 0.02% | 921 | $64,472 | $67,583 | +$3,111 | +4.83% | |
| Gilpin Wealth Management, Llc | 0.04% | 736 | $51,522 | $54,008 | +$2,486 | +4.82% | |
| Ubs Group Ag | 0.00% | 575 | $40,251 | $42,194 | +$1,943 | +4.83% | |
| Pnc Financial Services Group, Inc. | 0.00% | 410 | $28,700 | $30,086 | +$1,386 | +4.83% | |
| Ares Financial Consulting, Llc | 0.01% | 230 | $16,079 | $16,877 | +$798 | +4.97% | |
| Fifth Third Bancorp | 0.00% | 191 | $13,370 | $14,016 | +$646 | +4.83% | |
| Corecap Advisors, Llc | 0.00% | 185 | $12,950 | $13,575 | +$625 | +4.83% | |
| Osaic Holdings, Inc. | 0.00% | 150 | $10,500 | $11,007 | +$507 | +4.83% | |
| Concord Wealth Partners | 0.00% | 87 | $6,123 | $6,384 | +$261 | +4.26% | |
| Horizon Investments, Llc | 0.00% | 22 | $1,540 | $1,614 | +$74 | +4.83% | |
| Jones Financial Companies Lllp | 0.00% | 19 | $1,342 | $1,394 | +$52 | +3.89% | |
| Capital Investment Advisory Services, Llc | 0.00% | 5 | $350 | $367 | +$17 | +4.83% |
Frequently asked questions about DXIV
Who owns the most DXIV stock?
The largest holders of DXIV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DIMENSIONAL INTR VTOR E ETF (DXIV).
Is DXIV widely held by superinvestors?
Many widely followed stocks like DXIV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DXIV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.