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Dimensional Intr Vtor E ETF (DXIV)

CUSIP: 25434V542 | NYSE | 81 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

BCR Wealth Strategies, LLC328,186
6.6% of portfolio›$23.6M
Indivisible Partners242,189
0.8% of portfolio›$17.4M
Assetmark, Inc126,228
0.0% of portfolio›$9.1M
Versant Capital Management, Inc121,902
0.8% of portfolio›$8.8M
Integrity Advisory Solutions, LLC109,996
0.8% of portfolio›$7.9M
Integrity Alliance, Llc.65,353
0.1% of portfolio›$4.7M
RCS Financial Planning, LLC61,700
2.4% of portfolio›$4.4M
Core Wealth Management, Inc.33,171
0.7% of portfolio›$2.4M
Evanson Financial, LLC29,661
0.1% of portfolio›$2.1M
AA Financial Advisors, LLC28,963
0.2% of portfolio›$2.1M
Commonwealth Equity Services, LLC18,594
0.0% of portfolio›$1.3M
Discipline Wealth Solutions, LLC17,785
0.1% of portfolio›$1.3M
BIP Wealth, LLC17,583
0.0% of portfolio›$1.3M
Park Avenue Securities LLC17,271
0.0% of portfolio›$1.2M
Citigroup Inc17,010
0.0% of portfolio›$1.2M
Truist Financial Corp12,829
0.0% of portfolio›$923.8K
Tcfg Investment Advisors, LLC8,098
0.2% of portfolio›$583.1K
CSP Financial Group, LLC7,488
0.5% of portfolio›$539.2K
Studio Investment Management LLC6,408
0.1% of portfolio›$461.4K
Kestra Advisory Services, LLC6,227
0.0% of portfolio›$448.4K
Prosperitas Financial LLC6,214
0.1% of portfolio›$447.5K
Fiduciary Financial Group, LLC5,138
0.0% of portfolio›$370.0K
Vestia Personal Wealth Advisors4,815
0.1% of portfolio›$346.7K
SAX Wealth Advisors, LLC4,409
0.0% of portfolio›$317.5K
Farther Finance Advisors, LLC4,345
0.0% of portfolio›$312.9K
Wealth Enhancement Advisory Services, LLC4,251
0.0% of portfolio›$303.2K
Selective Wealth Management, Inc.4,182
0.1% of portfolio›$300.8K
Approach Retirement Advisors, LLC3,480
0.2% of portfolio›$250.6K
Gilpin Wealth Management, LLC1,220
0.1% of portfolio›$87.9K
Glass Jacobson Investment Advisors llc921
0.0% of portfolio›$66.3K
PNC Financial Services Group, Inc.410
0.0% of portfolio›$29.5K
Ascentis Independent Advisors323
0.0% of portfolio›$23.3K
Ares Financial Consulting, LLC231
0.0% of portfolio›$16.6K
Fifth Third Bancorp191
0.0% of portfolio›$13.8K
CoreCap Advisors, LLC185
0.0% of portfolio›$13.3K
Signature Resources Capital Management, LLC125
0.0% of portfolio›$9.0K
Concord Wealth Partners88
0.0% of portfolio›$6.3K
Trust Co of Vermont28
0.0% of portfolio›$2.0K
Root Financial Partners, LLC26
0.0% of portfolio›$1.9K
Capital Investment Advisory Services, LLC11
0.0% of portfolio›$802
StyleTurnoverLocationFiled
BCR Wealth Strategies, LLC
328,186$23.6M6.6%ETFVery LowVestavia, AL2026-11-06
Indivisible Partners
242,189$17.4M0.8%GrowthMediumClearwater, FL2026-10-26
Assetmark, Inc
126,228$9.1M0.0%ETFLowConcord, CA2026-10-21
Versant Capital Management, Inc
121,902$8.8M0.8%GARPLowPhoenix, AZ2026-10-02
Integrity Advisory Solutions, LLC
109,996$7.9M0.8%ETFMediumDallas, TX2026-10-29
Integrity Alliance, Llc.
65,353$4.7M0.1%ETFMediumUrbandale, IA2026-10-29
RCS Financial Planning, LLC
61,700$4.4M2.4%ETFMediumAnnapolis, MD2026-10-14
Core Wealth Management, Inc.
33,171$2.4M0.7%ETFVery LowJupiter, FL2026-10-22
Evanson Financial, LLC
29,661$2.1M0.1%ETFN/AMclean, VA2026-10-23
AA Financial Advisors, LLC
28,963$2.1M0.2%ETFMediumColumbus, OH2026-10-19
Commonwealth Equity Services, LLC
18,594$1.3M0.0%ETFLowWaltham, MA2026-11-02
Discipline Wealth Solutions, LLC
17,785$1.3M0.1%ETFLowGreenville, SC2026-10-14
BIP Wealth, LLC
17,583$1.3M0.0%ETFMediumAtlanta, GA2026-10-22
Park Avenue Securities LLC
17,271$1.2M0.0%ETFMediumNew York, NY2026-10-26
Citigroup Inc
17,010$1.2M0.0%CoreMediumNew York, NY2026-11-04
Truist Financial Corp
12,829$923.8K0.0%CoreLowCharlotte, NC2026-10-30
Tcfg Investment Advisors, LLC
8,098$583.1K0.2%GrowthMediumLaguna Niguel, CA2026-10-20
CSP Financial Group, LLC
7,488$539.2K0.5%ETFLowScottsdale, AZ2026-10-26
Studio Investment Management LLC
6,408$461.4K0.1%ETFLowChicago, IL2026-10-22
Kestra Advisory Services, LLC
6,227$448.4K0.0%CoreLowAustin, TX2026-11-02
Prosperitas Financial LLC
6,214$447.5K0.1%GrowthLowValencia, CA2026-10-28
Fiduciary Financial Group, LLC
5,138$370.0K0.0%ETFLowSan Rafael, CA2026-10-13
Vestia Personal Wealth Advisors
4,815$346.7K0.1%ETFMediumFort Wayne, IN2026-10-20
SAX Wealth Advisors, LLC
4,409$317.5K0.0%ETFVery LowParsippany, NJ2026-10-13
Farther Finance Advisors, LLC
4,345$312.9K0.0%IndexLowSan Francisco, CA2026-10-08
Wealth Enhancement Advisory Services, LLC
4,251$303.2K0.0%CoreLowPlymouth, MN2026-10-13
Selective Wealth Management, Inc.
4,182$300.8K0.1%ETFLowForest, VA2026-10-16
Approach Retirement Advisors, LLC
3,480$250.6K0.2%ETFLowVestavia, AL2026-10-22
Gilpin Wealth Management, LLC
1,220$87.9K0.1%GrowthLowDenver, CO2026-10-09
Glass Jacobson Investment Advisors llc
921$66.3K0.0%ETFLowOwings Mills, MD2026-10-26
PNC Financial Services Group, Inc.
410$29.5K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Ascentis Independent Advisors
323$23.3K0.0%ETFLowDallas, TX2026-11-03
Ares Financial Consulting, LLC
231$16.6K0.0%CoreLowCalabasas, CA2026-10-19
Fifth Third Bancorp
191$13.8K0.0%IndexVery LowCincinnati, OH2026-11-05
CoreCap Advisors, LLC
185$13.3K0.0%ETFMediumSouthfield, MI2026-10-08
Signature Resources Capital Management, LLC
125$9.0K0.0%ETFLowNewport Beach, CA2026-10-16
Concord Wealth Partners
88$6.3K0.0%GrowthLowAbingdon, VA2026-11-02
Trust Co of Vermont
28$2.0K0.0%CoreVery LowBrattleboro, VT2026-10-21
Root Financial Partners, LLC
26$1.9K0.0%ETFMediumEncinitas, CA2026-10-21
Capital Investment Advisory Services, LLC
11$8020.0%CoreMediumRaleigh, NC2026-10-30