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Dimensional Intr Vtor E ETF (DXIV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
BCR Wealth Strategies, LLC
INCREASED
Shares328,186 from 317,947
Change+10,239 (+3%)
Value$23.6M (+$1.4M)
Filed 2026-11-06
Indivisible Partners
NEW
Shares242,189
Change+242,189
Value$17.4M
Filed 2026-10-26
Assetmark, Inc
INCREASED
Shares126,228 from 69,020
Change+57,208 (+83%)
Value$9.1M (+$4.3M)
Filed 2026-10-21
Versant Capital Management, Inc
INCREASED
Shares121,902 from 110,129
Change+11,773 (+11%)
Value$8.8M (+$1.1M)
Filed 2026-10-02
Integrity Advisory Solutions, LLC
NEW
Shares109,996
Change+109,996
Value$7.9M
Filed 2026-10-29
Integrity Alliance, Llc.
INCREASED
Shares65,353 from 5,891
Change+59,462 (+1009%)
Value$4.7M (+$4.3M)
Filed 2026-10-29
RCS Financial Planning, LLC
NEW
Shares61,700
Change+61,700
Value$4.4M
Filed 2026-10-14
Core Wealth Management, Inc.
NEW
Shares33,171
Change+33,171
Value$2.4M
Filed 2026-10-22
Evanson Financial, LLC
INCREASED
Shares29,661 from 26,612
Change+3,049 (+11%)
Value$2.1M (+$273.0K)
Filed 2026-10-23
AA Financial Advisors, LLC
NEW
Shares28,963
Change+28,963
Value$2.1M
Filed 2026-10-19
Commonwealth Equity Services, LLC
INCREASED
Shares18,594 from 6,508
Change+12,086 (+186%)
Value$1.3M (+$883.4K)
Filed 2026-11-02
Discipline Wealth Solutions, LLC
INCREASED
Shares17,785 from 12,893
Change+4,892 (+38%)
Value$1.3M (+$378.2K)
Filed 2026-10-14
BIP Wealth, LLC
INCREASED
Shares17,583 from 15,605
Change+1,978 (+13%)
Value$1.3M (+$173.8K)
Filed 2026-10-22
Park Avenue Securities LLC
INCREASED
Shares17,271 from 13,391
Change+3,880 (+29%)
Value$1.2M (+$307.0K)
Filed 2026-10-26
Citigroup Inc
INCREASED
Shares17,010 from 16,385
Change+625 (+4%)
Value$1.2M (+$77.9K)
Filed 2026-11-04
Truist Financial Corp
INCREASED
Shares12,829 from 10,100
Change+2,729 (+27%)
Value$923.8K (+$207.1K)
Filed 2026-10-30
Tcfg Investment Advisors, LLC
NEW
Shares8,098
Change+8,098
Value$583.1K
Filed 2026-10-20
CSP Financial Group, LLC
NEW
Shares7,488
Change+7,488
Value$539.2K
Filed 2026-10-26
Studio Investment Management LLC
DECREASED
Shares6,408 from 6,642
Change-234 (-4%)
Value$461.4K (-$3.5K)
Filed 2026-10-22
Kestra Advisory Services, LLC
NEW
Shares6,227
Change+6,227
Value$448.4K
Filed 2026-11-02
Prosperitas Financial LLC
INCREASED
Shares6,214 from 6,030
Change+184 (+3%)
Value$447.5K (+$25.4K)
Filed 2026-10-28
Great Valley Advisor Group, Inc.
NEW
Shares5,927
Change+5,927
Value$426.4K
Filed 2026-11-09
Fiduciary Financial Group, LLC
INCREASED
Shares5,138 from 4,616
Change+522 (+11%)
Value$370.0K (+$46.9K)
Filed 2026-10-13
Vestia Personal Wealth Advisors
DECREASED
Shares4,815 from 7,728
Change-2,913 (-38%)
Value$346.7K (-$194.3K)
Filed 2026-10-20
SAX Wealth Advisors, LLC
INCREASED
Shares4,409 from 4,308
Change+101 (+2%)
Value$317.5K (+$26.5K)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares4,345 from 4,085
Change+260 (+6%)
Value$312.9K (+$26.9K)
Filed 2026-10-08
Wealth Enhancement Advisory Services, LLC
NEW
Shares4,251
Change+4,251
Value$303.2K
Filed 2026-10-13
Selective Wealth Management, Inc.
NEW
Shares4,182
Change+4,182
Value$300.8K
Filed 2026-10-16
Approach Retirement Advisors, LLC
INCREASED
Shares3,480 from 3,050
Change+430 (+14%)
Value$250.6K (+$37.1K)
Filed 2026-10-22
HighTower Advisors, LLC
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$230.4K (+$6.4K)
Filed 2026-11-10
Cardiff Park Advisors, LLC
INCREASED
Shares1,791 from 1,784
Change+7 (+0%)
Value$129.0K (+$4.1K)
Filed 2026-11-09
Gilpin Wealth Management, LLC
INCREASED
Shares1,220 from 736
Change+484 (+66%)
Value$87.9K (+$36.3K)
Filed 2026-10-09
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares921 from 921
Change0 (0%)
Value$66.3K (+$1.9K)
Filed 2026-10-26
PNC Financial Services Group, Inc.
UNCHANGED
Shares410 from 410
Change0 (0%)
Value$29.5K (+$824)
Filed 2026-11-06
Ascentis Independent Advisors
NEW
Shares323
Change+323
Value$23.3K
Filed 2026-11-03
Ares Financial Consulting, LLC
INCREASED
Shares231 from 230
Change+1 (+0%)
Value$16.6K (+$528)
Filed 2026-10-19
Fifth Third Bancorp
UNCHANGED
Shares191 from 191
Change0 (0%)
Value$13.8K (+$384)
Filed 2026-11-05
CoreCap Advisors, LLC
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$13.3K (+$372)
Filed 2026-10-08
Signature Resources Capital Management, LLC
NEW
Shares125
Change+125
Value$9.0K
Filed 2026-10-16
Concord Wealth Partners
INCREASED
Shares88 from 87
Change+1 (+1%)
Value$6.3K (+$201)
Filed 2026-11-02
Trust Co of Vermont
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$2.0K (+$56)
Filed 2026-10-21
Root Financial Partners, LLC
NEW
Shares26
Change+26
Value$1.9K
Filed 2026-10-21
Capital Investment Advisory Services, LLC
INCREASED
Shares11 from 5
Change+6 (+120%)
Value$802 (+$452)
Filed 2026-10-30
Beacon Pointe Advisors, LLC
N/A
Shares— from 334,902
Change-334,902 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 201,822
Change-201,822 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 156,518
Change-156,518 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 104,494
Change-104,494 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 104,447
Change-104,447 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 30,528
Change-30,528 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 23,773
Change-23,773 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 15,919
Change-15,919 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 9,861
Change-9,861 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 8,313
Change-8,313 (-100%)
Value—
Applied Capital LLC
N/A
Shares— from 7,703
Change-7,703 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 3,507
Change-3,507 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,203
Change-2,203 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 1,740
Change-1,740 (-100%)
Value—
UBS Group AG
N/A
Shares— from 575
Change-575 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 180
Change-180 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 180
Change-180 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 172
Change-172 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 150
Change-150 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 19
Change-19 (-100%)
Value—
Status
BCR Wealth Strategies, LLC
INCREASED328,186317,947+10,239+3%$22.3M$23.6M+$1.4M2026-11-06
Indivisible Partners
NEW242,189—+242,189——$17.4M—2026-10-26
Assetmark, Inc
INCREASED126,22869,020+57,208+83%$4.8M$9.1M+$4.3M2026-10-21
Versant Capital Management, Inc
INCREASED121,902110,129+11,773+11%$7.7M$8.8M+$1.1M2026-10-02
Integrity Advisory Solutions, LLC
NEW109,996—+109,996——$7.9M—2026-10-29
Integrity Alliance, Llc.
INCREASED65,3535,891+59,462+1009%$412.4K$4.7M+$4.3M2026-10-29
RCS Financial Planning, LLC
NEW61,700—+61,700——$4.4M—2026-10-14
Core Wealth Management, Inc.
NEW33,171—+33,171——$2.4M—2026-10-22
Evanson Financial, LLC
INCREASED29,66126,612+3,049+11%$1.9M$2.1M+$273.0K2026-10-23
AA Financial Advisors, LLC
NEW28,963—+28,963——$2.1M—2026-10-19
Commonwealth Equity Services, LLC
INCREASED18,5946,508+12,086+186%$455.6K$1.3M+$883.4K2026-11-02
Discipline Wealth Solutions, LLC
INCREASED17,78512,893+4,892+38%$902.5K$1.3M+$378.2K2026-10-14
BIP Wealth, LLC
INCREASED17,58315,605+1,978+13%$1.1M$1.3M+$173.8K2026-10-22
Park Avenue Securities LLC
INCREASED17,27113,391+3,880+29%$937.0K$1.2M+$307.0K2026-10-26
Citigroup Inc
INCREASED17,01016,385+625+4%$1.1M$1.2M+$77.9K2026-11-04
Truist Financial Corp
INCREASED12,82910,100+2,729+27%$716.7K$923.8K+$207.1K2026-10-30
Tcfg Investment Advisors, LLC
NEW8,098—+8,098——$583.1K—2026-10-20
CSP Financial Group, LLC
NEW7,488—+7,488——$539.2K—2026-10-26
Studio Investment Management LLC
DECREASED6,4086,642-234-4%$464.9K$461.4K-$3.5K2026-10-22
Kestra Advisory Services, LLC
NEW6,227—+6,227——$448.4K—2026-11-02
Prosperitas Financial LLC
INCREASED6,2146,030+184+3%$422.1K$447.5K+$25.4K2026-10-28
Great Valley Advisor Group, Inc.
NEW5,927—+5,927——$426.4K—2026-11-09
Fiduciary Financial Group, LLC
INCREASED5,1384,616+522+11%$323.1K$370.0K+$46.9K2026-10-13
Vestia Personal Wealth Advisors
DECREASED4,8157,728-2,913-38%$541.0K$346.7K-$194.3K2026-10-20
SAX Wealth Advisors, LLC
INCREASED4,4094,308+101+2%$291.0K$317.5K+$26.5K2026-10-13
Farther Finance Advisors, LLC
INCREASED4,3454,085+260+6%$286.0K$312.9K+$26.9K2026-10-08
Wealth Enhancement Advisory Services, LLC
NEW4,251—+4,251——$303.2K—2026-10-13
Selective Wealth Management, Inc.
NEW4,182—+4,182——$300.8K—2026-10-16
Approach Retirement Advisors, LLC
INCREASED3,4803,050+430+14%$213.5K$250.6K+$37.1K2026-10-22
HighTower Advisors, LLC
UNCHANGED3,2003,20000%$224.0K$230.4K+$6.4K2026-11-10
Cardiff Park Advisors, LLC
INCREASED1,7911,784+7+0%$124.9K$129.0K+$4.1K2026-11-09
Gilpin Wealth Management, LLC
INCREASED1,220736+484+66%$51.5K$87.9K+$36.3K2026-10-09
Glass Jacobson Investment Advisors llc
UNCHANGED92192100%$64.5K$66.3K+$1.9K2026-10-26
PNC Financial Services Group, Inc.
UNCHANGED41041000%$28.7K$29.5K+$8242026-11-06
Ascentis Independent Advisors
NEW323—+323——$23.3K—2026-11-03
Ares Financial Consulting, LLC
INCREASED231230+1+0%$16.1K$16.6K+$5282026-10-19
Fifth Third Bancorp
UNCHANGED19119100%$13.4K$13.8K+$3842026-11-05
CoreCap Advisors, LLC
UNCHANGED18518500%$13.0K$13.3K+$3722026-10-08
Signature Resources Capital Management, LLC
NEW125—+125——$9.0K—2026-10-16
Concord Wealth Partners
INCREASED8887+1+1%$6.1K$6.3K+$2012026-11-02
Trust Co of Vermont
UNCHANGED282800%$2.0K$2.0K+$562026-10-21
Root Financial Partners, LLC
NEW26—+26——$1.9K—2026-10-21
Capital Investment Advisory Services, LLC
INCREASED115+6+120%$350$802+$4522026-10-30
Beacon Pointe Advisors, LLC
N/A—334,902-334,902-100%$23.4M———
FMB Wealth Management
N/A—201,822-201,822-100%$14.1M———
Pure Financial Advisors, LLC
N/A—156,518-156,518-100%$11.0M———
Cerity Partners LLC
N/A—104,494-104,494-100%$7.3M———
Cordant, Inc.
N/A—104,447-104,447-100%$7.3M———
Envestnet Asset Management Inc
N/A—30,528-30,528-100%$2.1M———
E-Wealth Partners, LLC
N/A—23,773-23,773-100%$1.7M———
MML Investors Services, LLC
N/A—15,919-15,919-100%$1.1M———
Royal Bank of Canada
N/A—9,861-9,861-100%$690.0K———
OneDigital Investment Advisors LLC
N/A—8,313-8,313-100%$581.9K———
Applied Capital LLC
N/A—7,703-7,703-100%$539.2K———
Mercer Global Advisors Inc
N/A—3,507-3,507-100%$245.5K———
Aptus Capital Advisors, LLC
N/A—2,203-2,203-100%$154.2K———
Wellington-Altus USA Inc.
N/A—1,740-1,740-100%$117.5K———
UBS Group AG
N/A—575-575-100%$40.3K———
BFC Planning, Inc.
N/A—180-180-100%$12.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—180-180-100%$12.6K———
Global Retirement Partners, LLC
N/A—172-172-100%$12.0K———
Osaic Holdings, Inc.
N/A—150-150-100%$10.5K———
Atomic Invest LLC
N/A—63-63-100%$4.4K———
Horizon Investments, LLC
N/A—22-22-100%$1.5K———
Jones Financial Companies Lllp
N/A—19-19-100%$1.3K———
Showing 65 of 65 institutions