DIMENSIONAL ETF TRUST

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DXIV·25434V542·US·ETF·Unknown - Unknown

DXIV (DIMENSIONAL ETF TRUST) is held by 10 institutional investors as of Q1 2026. Largest holders: Beacon Pointe Advisors, LLC ($21.9M), CITADEL ADVISORS LLC ($5M), ASSETMARK, INC ($4.5M). Net institutional sentiment: Bullish.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (10)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Beacon Pointe Advisors, LLC	Increased	323,653(+4.2%)	$21.9M	0.1%	+8.62%	36
CITADEL ADVISORS LLC	Increased	73,602(+725.0%)	$5M	0.0%	+3.86%	43
ASSETMARK, INC	Increased	67,087(+8.6%)	$4.5M	0.0%	+20.23%	29
JANE STREET GROUP, LLC	New	56,784	$3.8M	0.0%	+2.29%	37
MML INVESTORS SERVICES, LLC	Decreased	31,217(-20.6%)	$2.1M	0.0%	+29.49%	0
ROYAL BANK OF CANADA	Increased	10,794(+173.3%)	$729,000	0.0%	+8.29%	40
OneDigital Investment Advisors LLC	New	5,452	$368,220	0.0%	+2.29%	33
HighTower Advisors, LLC	New	3,200	$216,123	0.0%	+2.29%	32
Farther Finance Advisors, LLC	Increased	1,679(+86.6%)	$114,944	0.0%	+9.62%	34
UBS Group AG	New	318	$21,477	0.0%	+2.29%	29
DIMENSIONAL FUND ADVISORS LP	Exited	0(-100.0%)	$10.4M	0.0%	+37.35%	0
NATIONAL BANK OF CANADA /FI/	Exited	0(-100.0%)	$74,409	0.0%	+14.74%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer