DXIV — DIMENSIONAL ETF TRUST
As of Q2 2026, 3 SEC-registered investment managers reported holding DXIV (DIMENSIONAL ETF TRUST) in their latest 13F filings, with a combined reported value of $1.22M across 17.37K shares. That is -76.5% by share count (-56.55K shares) versus the previous quarter, while reported value moved -75.6%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 1 added to existing stakes, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Citadel Advisors history | Q1 2026 | 73.60K | $4.97M | 0.00% | Add |
| Citigroup Inc history | Q2 2026 | 16.39K | $1.15M | 0.00% | New |
| Wells Fargo & Co history | Q2 2025 | 1.50K | $86.91K | 0.00% | New |
| UBS Group AG history | Q2 2026 | 575 | $40.25K | 0.00% | Add |
| PNC Financial Services history | Q2 2026 | 410 | $28.70K | 0.00% | New |
New Positions (Q2 2026)
- Citigroup Inc 16.39K sh · $1.15M
- PNC Financial Services 410 sh · $28.70K
Fully Exited (vs previous quarter)
- Citadel Advisors sold 73.60K sh · $4.97M
Fund Position History — shares by quarter (top 5 funds)
| Fund | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|
| Citigroup Inc | — | — | — | — | 16.39K |
| UBS Group AG | — | — | — | 318 | 575 |
| PNC Financial Services | — | — | — | — | 410 |
| Citadel Advisors | — | 22.11K | 8.92K | 73.60K | — |
| Wells Fargo & Co | 1.50K | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details