DXIV institutional holders

Dimensional International Vector Equity ETF · 52 reporting institutions · $95.2M reported value

Funds that can replace DXIV · DXIV return decomposition

Institutional holdings

Institutions reporting DXIV, largest first
InstitutionReported positionAdvisors at firmReport period
Beacon Pointe Advisors, LLC$23.4M4662026-06-30
Fmb Wealth Management$14.1M82026-06-30
Pure Financial Advisors, LLC$11M882026-06-30
Versant Capital Management, Inc.$7.7M112026-06-30
Cerity Partners LLC$7.3M7772026-06-30
Cordant, Inc.$7.3M02026-06-30
Assetmark, Inc$4.8M2202026-06-30
Envestnet Pmc$2.1M602026-06-30
Evanson Financial, LLC$1.9M42026-06-30
Evanson Asset Management, LLC$1.7M02026-03-31
E-Wealth Partners, LLC$1.7M52026-06-30
Citigroup Inc$1.1M02026-06-30
MML Investors Services, LLC$1.1M5,1202026-06-30
Bip Wealth, LLC$1.1M622026-06-30
Discipline Wealth Solutions, Inc.$902.5K192026-06-30
Truist Financial Corp$716.7K02026-06-30
Royal Bank of Canada$690K02026-06-30
Onedigital Investment Advisors LLC$581.9K3862026-06-30
Vestia Personal Wealth Advisors$541K222026-06-30
Applied Capital LLC$539.2K02026-06-30
Studio Investment Management LLC$464.9K42026-06-30
Commonwealth Equity Services, LLC$455.6K2,8632026-06-30
Vanderpol Investments LLC$446.7K32025-12-31
Prosperitas Financial LLC$422.1K392026-06-30
Integrity Alliance, Llc.$412.4K3532026-06-30
Fiduciary Financial Group, LLC$323.1K92026-06-30
Sax Wealth Advisors, LLC$291K422026-06-30
Farther Finance Advisors, LLC$286K3342026-06-30
McIlrath & Eck, LLC$260.2K62026-03-31
Mercer Global Advisors Inc /adv$245.5K02026-06-30
Hightower Advisors, LLC$224K1,0462026-06-30
Approach Retirement Advisors, LLC$213.5K22026-06-30
Integrated Wealth Concepts LLC$157.5K4802026-06-30
Aptus Capital Advisors, LLC$154.2K212026-06-30
Cardiff Park Advisors, LLC$124.9K12026-06-30
Glass Jacobson Investment Advisors LLC$64.5K102026-06-30
Gilpin Wealth Management, LLC$51.5K42026-06-30
UBS Group AG$40.3K02026-06-30
PNC Financial Services Group, Inc.$28.7K02026-06-30
Bcr Wealth Strategies$22.3K82026-06-30
Hemington Wealth Management$19.5K02025-09-30
Ares Financial Consulting, LLC$16.1K42026-06-30
Fifth Third Bancorp$13.4K02026-06-30
Corecap Advisors, LLC$13K1182026-06-30
Global Retirement Partners LLC$12K4912026-06-30
Osaic Holdings, Inc.$10.5K02026-06-30
Concord Wealth Partners$6.1K112026-06-30
Trust Co of Vermont$2K02026-06-30
Horizon Investments, LLC$1.5K272026-06-30
Jones Financial Companies LLLP$1.3K02026-06-30
Park Avenue Securities LLC$9371,9082026-06-30
Capital Investment Advisory Services, LLC$3501032026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30