Who owns DXIV?
Dimensional International Vector Equity ETF · Dimensional
48 institutions reported holding DXIV, worth $115.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DXIV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | Newport Beach, CA | $23.4M | 334,902 | +11,249 shares |
| BCR Wealth Strategies, LLC | Vestavia, AL | $22.3M | 317,947 | +53,529 shares |
| FMB Wealth Management | Westlake Village, CA | $14.1M | 201,822 | −1,180 shares |
| Pure Financial Advisors, LLC | San Diego, CA | $11.0M | 156,518 | +4,824 shares |
| Versant Capital Management, Inc | Phoenix, AZ | $7.7M | 110,129 | +61,125 shares |
| Cerity Partners LLC | New York, NY | $7.3M | 104,494 | New position |
| Cordant, Inc. | Portland, OR | $7.3M | 104,447 | +22,823 shares |
| Assetmark, Inc. | Concord, CA | $4.8M | 69,020 | +1,933 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $2.1M | 30,528 | New position |
| Evanson Financial, LLC | Mclean, VA | $1.9M | 26,612 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DXIV?
48 institutional managers reported holding DXIV in Form 13F filings for June 30, 2026, worth $115.9M in total. The largest reported position was held by Beacon Pointe Advisors, LLC, at $23.4M.
Did institutions buy or sell DXIV last quarter?
Reported 13F value rose 21.9% from March 31, 2026, which includes price moves as well as buying and selling. 21 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DXIV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.