Dimensional Intr Vtor E ETFDXIVETF
13F holders, Q2 2026 (June 30)48holders +15
17new positions
3sold out
$70.00avg. 13F price*
At the end of Q2 2026, 48 institutions reported holding Dimensional Intr Vtor E ETF (DXIV) in their 13F filings, up 15 from Q1 2026. 17 opened new positions and 3 sold out. The largest holders were Beacon Pointe Advisors, LLC ($23.4M), BCR Wealth Strategies, LLC ($22.3M) and FMB Wealth Management ($14.1M).
- Company
- Dimensional Intr Vtor E ETF
- CUSIP
- 25434V542
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $13.5M |
| Exits | 3 | $9.0M |
All 13F filers, Q1 2026 → Q2 2026: 367,231 shares bought and 154,903 shares sold, net +212,328 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| Beacon Pointe Advisors, LLC | 0.11% | Add +3.5% | 334,902 | $23.4M |
| BCR Wealth Strategies, LLC | 6.25% | Add +20.2% | 317,947 | $22.3M |
| FMB Wealth Management | 5.20% | Reduce -0.6% | 201,822 | $14.1M |
| Pure Financial Advisors, LLC | 0.14% | Add +3.2% | 156,518 | $11.0M |
| Versant Capital Management, Inc | 0.69% | Add +124.7% | 110,129 | $7.7M |
| Cerity Partners LLC | 0.01% | New | 104,494 | $7.3M |
| Cordant, Inc. | 2.63% | Add +28.0% | 104,447 | $7.3M |
| Assetmark, Inc. | 0.01% | Add +2.9% | 69,020 | $4.8M |
| Envestnet Asset Management Inc. | 0.00% | New | 30,528 | $2.1M |
| Evanson Financial, LLC | 0.09% | — | 26,612 | $1.9M |
| E-Wealth Partners, LLC | 1.20% | Reduce -3.6% | 23,773 | $1.7M |
| Citigroup Inc. | 0.00% | New | 16,385 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce -49.0% | 15,919 | $1.1M |
| BIP Wealth, LLC | 0.03% | Add +22.4% | 15,605 | $1.1M |
| Park Avenue Securities LLC | 0.01% | New | 13,391 | $937K |
| Discipline Wealth Solutions, LLC | 0.08% | Add +71.6% | 12,893 | $903K |
| Truist Financial Corp. | 0.00% | New | 10,100 | $717K |
| Royal Bank of Canada | 0.00% | Reduce -8.6% | 9,861 | $690K |
| OneDigital Investment Advisors LLC | 0.00% | Add +52.5% | 8,313 | $582K |
| Vestia Personal Wealth Advisors | 0.21% | Add +11.8% | 7,728 | $541K |
| Applied Capital LLC | 0.17% | Add +13.7% | 7,703 | $539K |
| Studio Investment Management LLC | 0.08% | Add +15.1% | 6,642 | $465K |
| Commonwealth Equity Services, LLC | 0.00% | New | 6,508 | $456K |
| Prosperitas Financial LLC | 0.14% | Reduce -2.9% | 6,030 | $422K |
| Integrity Alliance, Llc. | 0.01% | Add +26.0% | 5,891 | $412K |
| Fiduciary Financial Group, LLC | 0.04% | Add +24.4% | 4,616 | $323K |
| Sax Wealth Advisors, LLC | 0.01% | New | 4,308 | $291K |
| Farther Finance Advisors, LLC | 0.00% | Add +143.3% | 4,085 | $286K |
| Mercer Global Advisors Inc. | 0.00% | New | 3,507 | $246K |
| HighTower Advisors, LLC | 0.00% | No change | 3,200 | $224K |
| Approach Retirement Advisors, LLC | 0.15% | No change | 3,050 | $214K |
| Aptus Capital Advisors, LLC | 0.00% | New | 2,203 | $154K |
| Cardiff Park Advisors, LLC | 0.01% | Add +1.2% | 1,784 | $125K |
| Wellington-Altus USA Inc. | 0.08% | Reduce -61.5% | 1,740 | $118K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 921 | $64K |
| Gilpin Wealth Management, LLC | 0.04% | New | 736 | $52K |
| UBS Group AG | 0.00% | Add +80.8% | 575 | $40K |
| PNC Financial Services Group, Inc. | 0.00% | New | 410 | $29K |
| Ares Financial Consulting, LLC | 0.01% | Add +1.3% | 230 | $16K |
| Fifth Third Bancorp | 0.00% | New | 191 | $13K |
| CoreCap Advisors, LLC | 0.00% | New | 185 | $13K |
| Global Retirement Partners, LLC | 0.00% | — | 172 | $12K |
| Osaic Holdings, Inc. | 0.00% | New | 150 | $11K |
| Concord Wealth Partners | 0.00% | New | 87 | $6K |
| Trust Co. of Vermont | 0.00% | — | 28 | $2K |
| Horizon Investments, LLC | 0.00% | New | 22 | $2K |
| Jones Financial Companies LLLP | 0.00% | New | 19 | $1K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -16.7% | 5 | $350 |
"% of holder's portfolio" is DXIV's weight in each manager's 13F, not the share of Dimensional Intr Vtor E ETF the manager owns.