Dimensional ETF Trust (DXIV): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 6, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow DXIV for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 51

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$70

+3.6% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of DXIV (all 13F filers)

Beacon Pointe Advisors335 KType not verified+11 K
BCR Wealth Strategies318 KWealth adviser+54 K
FMB Wealth Management202 KWealth adviser−1,180
Pure Financial Advisors157 KType not verified+4,824
Versant Capital Management110 KType not verified+61 K
Cerity Partners104 KWealth adviser+104 K
Cordant104 KType not verified+23 K
Assetmark69 KWealth adviser+1,933
Envestnet Asset Management31 KWealth adviser+31 K
Evanson Financial27 KType not verifiedno data

Filer	Type
Beacon Pointe Advisors	Type not verified	335 K	+11 K	$23.4M
BCR Wealth Strategies	Wealth adviser	318 K	+54 K	$22.3M
FMB Wealth Management	Wealth adviser	202 K	−1,180	$14.1M
Pure Financial Advisors	Type not verified	157 K	+4,824	$11.0M
Versant Capital Management	Type not verified	110 K	+61 K	$7.7M
Cerity Partners	Wealth adviser	104 K	+104 K	$7.3M
Cordant	Type not verified	104 K	+23 K	$7.3M
Assetmark	Wealth adviser	69 K	+1,933	$4.8M
Envestnet Asset Management	Wealth adviser	31 K	+31 K	$2.1M
Evanson Financial	Type not verified	27 K	no data	$1.9M

Beacon Pointe Advisors
Shares
335 K
Change
+11 K
See more
Type
Type not verified
Value
$23.4M
BCR Wealth Strategies
Shares
318 K
Change
+54 K
See more
Type
Wealth adviser
Value
$22.3M
FMB Wealth Management
Shares
202 K
Change
−1,180
See more
Type
Wealth adviser
Value
$14.1M
Pure Financial Advisors
Shares
157 K
Change
+4,824
See more
Type
Type not verified
Value
$11.0M
Versant Capital Management
Shares
110 K
Change
+61 K
See more
Type
Type not verified
Value
$7.7M
Cerity Partners
Shares
104 K
Change
+104 K
See more
Type
Wealth adviser
Value
$7.3M
Cordant
Shares
104 K
Change
+23 K
See more
Type
Type not verified
Value
$7.3M
Assetmark
Shares
69 K
Change
+1,933
See more
Type
Wealth adviser
Value
$4.8M
Envestnet Asset Management
Shares
31 K
Change
+31 K
See more
Type
Wealth adviser
Value
$2.1M
Evanson Financial
Shares
27 K
Change
no data
See more
Type
Type not verified
Value
$1.9M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗