DIMENSIONAL ETF TRUST

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DXIV·25434V542·US·ETF

DXIV (DIMENSIONAL ETF TRUST) is held by 19 institutional investors as of Q2 2026. Largest holders: Beacon Pointe Advisors, LLC ($23.4M), Cerity Partners LLC ($7.3M), ASSETMARK, INC ($4.8M). Net institutional sentiment: Bullish.

19

Holders

(2 Elite)

$43.4M

Total Value

80% (20)

Consensus

16 buying - 4 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)79

Insider (Form 4)61

Activist (13D/13G)50

Congressional (STOCK Act)71

Holder Quality

40

★★★★★

Elite

70

★★★★

Strong

48

★★★

Solid

86

★★

Below

39

★

Weak

Held by 19 funds

2 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for DXIV.

Top Holders

Top Holders (19)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Beacon Pointe Advisors, LLC	Increased	334,902(+3.5%)	$23.4M	0.1%	+11.16%	35
Cerity Partners LLC	New	104,494	$7.3M	0.0%	+2.24%	38
ASSETMARK, INC	Increased	69,020(+2.9%)	$4.8M	0.0%	+23.29%	28
ENVESTNET ASSET MANAGEMENT INC	New	30,528	$2.1M	0.0%	+2.24%	36
CITIGROUP INC	New	16,385	$1.1M	0.0%	+2.24%	35
MML INVESTORS SERVICES, LLC	Decreased	15,919(-49.0%)	$1.1M	0.0%	+32.51%	0
TRUIST FINANCIAL CORP	New	10,100	$716,670	0.0%	+2.24%	34
ROYAL BANK OF CANADA	Decreased	9,861(-8.6%)	$690,000	0.0%	+16.91%	0
OneDigital Investment Advisors LLC	Increased	8,313(+52.5%)	$581,922	0.0%	+5.43%	34
COMMONWEALTH EQUITY SERVICES, LLC	New	6,508	$455,550	0.0%	+2.24%	33
Farther Finance Advisors, LLC	Increased	4,085(+143.3%)	$285,956	0.0%	+5.24%	38
MGMERCER GLOBAL ADVISORS INC /ADV	New	3,507	$245,513	0.0%	+2.24%	32
HighTower Advisors, LLC	Unchanged	3,200	$224,004	0.0%	+7.18%	0
Aptus Capital Advisors, LLC	New	2,203	$154,213	0.0%	+2.24%	31
UBS Group AG	Increased	575(+80.8%)	$40,251	0.0%	+4.92%	21
PNC FINANCIAL SERVICES GROUP, INC.	New	410	$28,700	0.0%	+2.24%	30
FIFTH THIRD BANCORP	New	191	$13,370	0.0%	+2.24%	27
OSAIC HOLDINGS, INC.	New	150	$10,500	0.0%	+2.24%	26
JONES FINANCIAL COMPANIES LLLP	New	19	$1,342	0.0%	+2.24%	17
CITADEL ADVISORS LLC	Exited	0(-100.0%)	$5M	0.0%	+6.73%	0

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DXIVDIMENSIONAL ETF TRUST

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer