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DXIV — DIMENSIONAL ETF TRUST

Reported value held$6.27M
Funds holding (latest)5
Sector—
Funds holding (Q2 2026)3
Institutional value$1.22M · 17.37K sh
New / Add / Cut / Exit2 / 1 / 0 / 1
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Reducing -76.5% (-56.55K sh)
Institutional value change Down -75.6%

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.

FundQuarterSharesValuePortfolio WeightChange
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)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 5 funds)

FundQ2 2025Q3 2025Q4 2025Q1 2026Q2 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 — — — —

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