Dimensional Intr Vtor E ETFDXIVETF
13F holders, Q1 2026 (March 31)33holders
9new positions
6sold out
1famous investor
$67.56avg. 13F price*
At the end of Q1 2026, 33 institutions reported holding Dimensional Intr Vtor E ETF (DXIV) in their 13F filings, unchanged from Q4 2025. 9 opened new positions and 6 sold out. The largest holders were Beacon Pointe Advisors, LLC ($21.9M), BCR Wealth Strategies, LLC ($17.9M) and FMB Wealth Management ($13.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Dimensional Intr Vtor E ETF
- CUSIP
- 25434V542
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $6.0M |
| Exits | 6 | $15.5M |
All 13F filers, Q4 2025 → Q1 2026: 223,490 shares bought and 270,205 shares sold, net −46,715 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| Beacon Pointe Advisors, LLC | 0.12% | Add +4.2% | 323,653 | $21.9M |
| BCR Wealth Strategies, LLC | 5.60% | Add +1.0% | 264,418 | $17.9M |
| FMB Wealth Management | 5.67% | Reduce -0.3% | 203,002 | $13.7M |
| Pure Financial Advisors, LLC | 0.15% | Add +6.9% | 151,694 | $10.2M |
| Cordant, Inc. | 2.24% | Add +23.3% | 81,624 | $5.5M |
| Citadel Advisors | 0.00% | Add +725.0% | 73,602 | $5.0M |
| Assetmark, Inc. | 0.01% | Add +8.6% | 67,087 | $4.5M |
| Jane Street Group, LLC | 0.00% | New | 56,784 | $3.8M |
| Versant Capital Management, Inc | 0.33% | Add +14.3% | 49,004 | $3.3M |
| MML Investors Services, LLC | 0.01% | Reduce -20.6% | 31,217 | $2.1M |
| Evanson Asset Management, LLC | 0.09% | Add +4.7% | 25,422 | $1.7M |
| E-Wealth Partners, LLC | 1.35% | Add +16.5% | 24,664 | $1.7M |
| BIP Wealth, LLC | 0.04% | Add +7.6% | 12,748 | $861K |
| Royal Bank of Canada | 0.00% | Add +173.3% | 10,794 | $729K |
| Discipline Wealth Solutions, LLC | 0.05% | New | 7,514 | $507K |
| Vestia Personal Wealth Advisors | 0.22% | Add +43.8% | 6,913 | $467K |
| Applied Capital LLC | 0.17% | Add +5.1% | 6,775 | $458K |
| Prosperitas Financial LLC | 0.16% | Add +7.7% | 6,207 | $419K |
| Studio Investment Management LLC | 0.07% | Add +28.3% | 5,769 | $390K |
| OneDigital Investment Advisors LLC | 0.00% | New | 5,452 | $368K |
| Wellington-Altus USA Inc. | 0.19% | New | 4,520 | $316K |
| Integrity Alliance, Llc. | 0.01% | New | 4,674 | $316K |
| McIlrath & Eck, LLC | 0.02% | No change | 3,853 | $260K |
| Fiduciary Financial Group, LLC | 0.03% | New | 3,709 | $251K |
| Financial Symmetry Inc | 0.08% | Add +0.1% | 3,257 | $232K |
| HighTower Advisors, LLC | 0.00% | New | 3,200 | $216K |
| Approach Retirement Advisors, LLC | 0.17% | New | 3,050 | $206K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.2% | 1,763 | $119K |
| Farther Finance Advisors, LLC | 0.00% | Add +86.6% | 1,679 | $115K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 921 | $62K |
| UBS Group AG | 0.00% | New | 318 | $21K |
| Ares Financial Consulting, LLC | 0.01% | No change | 227 | $16K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 6 | $405 |
"% 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.