DXIV Institutional Ownership
Dimensional - International Vector Equity ETF
1W: -2.5%
1M: -4.6%
3M: -0.4%
YTD: +9.2%
1Y: +16.7%
$71.62
+0.35 (+0.49%)
Weekly Expected Move ±1.8%
$69
$70
$72
$73
$74
Overview
Chart
Holdings
Changes
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Analysis
Peers
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Short Interest
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Institutional Ownership — DXIV
53
Institutional Holders
+14 vs prior quarter
0.0%
Ownership
+0.00pp
116M
Total Invested
22
New Positions
18
Increased
10
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (61 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Beacon Pointe Advisors, LLC | 334,902 | $24M | +11,249 | +3.5% | 3Q | SEC ↗ |
| 2 | BCR Wealth Strategies, LLC | 317,947 | $23M | +53,529 | +20.2% | 8Q | SEC ↗ |
| 3 | FMB WEALTH MANAGEMENT | 201,822 | $14M | -1,180 | -0.6% | 8Q | SEC ↗ |
| 4 | Pure Financial Advisors, LLC | 156,518 | $11M | +4,824 | +3.2% | 7Q | SEC ↗ |
| 5 | Versant Capital Management, Inc | 110,129 | $8M | +61,125 | +124.7% | 7Q | SEC ↗ |
| 6 | Cerity Partners LLC NEW | 104,494 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 7 | Cordant, Inc. | 104,447 | $7M | +22,823 | +28.0% | 7Q | SEC ↗ |
| 8 | ASSETMARK, INC | 69,020 | $5M | +1,933 | +2.9% | 5Q | SEC ↗ |
| 9 | ENVESTNET ASSET MANAGEMENT INC NEW | 30,528 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 10 | Evanson Financial, LLC NEW | 26,612 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 11 | Evanson Asset Management, LLC | 25,422 | $2M | +1,144 | +4.7% | 6Q | SEC ↗ |
| 12 | E-Wealth Partners, LLC | 23,773 | $2M | -891 | -3.6% | 3Q | SEC ↗ |
| 13 | CITIGROUP INC NEW | 16,385 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 14 | MML INVESTORS SERVICES, LLC | 15,919 | $1M | -15,298 | -49.0% | 6Q | SEC ↗ |
| 15 | BIP Wealth, LLC | 15,605 | $1M | +2,857 | +22.4% | 5Q | SEC ↗ |
| 16 | PARK AVENUE SECURITIES LLC NEW | 13,391 | $959K | — | +0.0% | 1Q | SEC ↗ |
| 17 | Discipline Wealth Solutions, LLC | 12,893 | $923K | +5,379 | +71.6% | 2Q | SEC ↗ |
| 18 | TRUIST FINANCIAL CORP NEW | 10,100 | $723K | — | +0.0% | 1Q | SEC ↗ |
| 19 | ROYAL BANK OF CANADA | 9,861 | $706K | -933 | -8.6% | 5Q | SEC ↗ |
| 20 | OneDigital Investment Advisors LLC | 8,313 | $595K | +2,861 | +52.5% | 2Q | SEC ↗ |
| 21 | VESTIA PERSONAL WEALTH ADVISORS | 7,728 | $553K | +815 | +11.8% | 4Q | SEC ↗ |
| 22 | Applied Capital LLC | 7,703 | $552K | +928 | +13.7% | 7Q | SEC ↗ |
| 23 | STUDIO INVESTMENT MANAGEMENT LLC | 6,642 | $476K | +873 | +15.1% | 4Q | SEC ↗ |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC NEW | 6,508 | $466K | — | +0.0% | 1Q | SEC ↗ |
| 25 | Prosperitas Financial LLC | 6,030 | $432K | -177 | -2.9% | 4Q | SEC ↗ |
| 26 | INTEGRITY ALLIANCE, LLC. | 5,891 | $422K | +1,217 | +26.0% | 2Q | SEC ↗ |
| 27 | FIDUCIARY FINANCIAL GROUP, LLC | 4,616 | $331K | +907 | +24.5% | 2Q | SEC ↗ |
| 28 | SAX WEALTH ADVISORS, LLC NEW | 4,308 | $309K | — | +0.0% | 1Q | SEC ↗ |
| 29 | Farther Finance Advisors, LLC | 4,085 | $293K | +2,406 | +143.3% | 4Q | SEC ↗ |
| 30 | McIlrath & Eck, LLC | 3,853 | $276K | — | +0.0% | 7Q | SEC ↗ |
| 31 | MERCER GLOBAL ADVISORS INC /ADV NEW | 3,507 | $251K | — | +0.0% | 1Q | SEC ↗ |
| 32 | HighTower Advisors, LLC | 3,200 | $229K | — | +0.0% | 2Q | SEC ↗ |
| 33 | Approach Retirement Advisors, LLC | 3,050 | $218K | — | +0.0% | 2Q | SEC ↗ |
| 34 | Integrated Wealth Concepts LLC NEW | 2,249 | $161K | — | +0.0% | 1Q | SEC ↗ |
| 35 | Aptus Capital Advisors, LLC NEW | 2,203 | $158K | — | +0.0% | 1Q | SEC ↗ |
| 36 | CARDIFF PARK ADVISORS, LLC | 1,784 | $128K | +21 | +1.2% | 4Q | SEC ↗ |
| 37 | WELLINGTON-ALTUS USA INC. | 1,740 | $125K | -2,780 | -61.5% | 1Q | SEC ↗ |
| 38 | Glass Jacobson Investment Advisors llc | 921 | $66K | — | +0.0% | 5Q | SEC ↗ |
| 39 | GILPIN WEALTH MANAGEMENT, LLC NEW | 736 | $53K | — | +0.0% | 1Q | SEC ↗ |
| 40 | UBS Group AG | 575 | $41K | +257 | +80.8% | 2Q | SEC ↗ |
| 41 | PNC Financial Services Group, Inc. NEW | 410 | $29K | — | +0.0% | 1Q | SEC ↗ |
| 42 | Ares Financial Consulting, LLC | 230 | $16K | +3 | +1.3% | 3Q | SEC ↗ |
| 43 | FIFTH THIRD BANCORP NEW | 191 | $14K | — | +0.0% | 1Q | SEC ↗ |
| 44 | CoreCap Advisors, LLC NEW | 185 | $13K | — | +0.0% | 1Q | SEC ↗ |
| 45 | Global Retirement Partners, LLC NEW | 172 | $12K | — | +0.0% | 1Q | SEC ↗ |
| 46 | OSAIC HOLDINGS, INC. NEW | 150 | $11K | — | +0.0% | 1Q | SEC ↗ |
| 47 | Concord Wealth Partners NEW | 87 | $6K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Atomic Invest LLC NEW | 63 | $5K | — | +0.0% | 1Q | SEC ↗ |
| 49 | TRUST CO OF VERMONT NEW | 28 | $2K | — | +0.0% | 1Q | SEC ↗ |
| 50 | Horizon Investments, LLC NEW | 22 | $2K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Cerity Partners LLC | 104,494 | $7M |
| ENVESTNET ASSET MANAGEMENT INC | 30,528 | $2M |
| Evanson Financial, LLC | 26,612 | $2M |
| CITIGROUP INC | 16,385 | $1M |
| PARK AVENUE SECURITIES LLC | 13,391 | $959K |
| TRUIST FINANCIAL CORP | 10,100 | $723K |
| COMMONWEALTH EQUITY SERVICES, LLC | 6,508 | $466K |
| SAX WEALTH ADVISORS, LLC | 4,308 | $309K |
| MERCER GLOBAL ADVISORS INC /ADV | 3,507 | $251K |
| Integrated Wealth Concepts LLC | 2,249 | $161K |
| Aptus Capital Advisors, LLC | 2,203 | $158K |
| GILPIN WEALTH MANAGEMENT, LLC | 736 | $53K |
| PNC Financial Services Group, Inc. | 410 | $29K |
| FIFTH THIRD BANCORP | 191 | $14K |
| CoreCap Advisors, LLC | 185 | $13K |
| Global Retirement Partners, LLC | 172 | $12K |
| OSAIC HOLDINGS, INC. | 150 | $11K |
| Concord Wealth Partners | 87 | $6K |
| Atomic Invest LLC | 63 | $5K |
| TRUST CO OF VERMONT | 28 | $2K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 160,000 | $11M |
| Global Assets Advisory, LLC | 97,077 | $7M |
| CITADEL ADVISORS LLC | 73,602 | $5M |
| JANE STREET GROUP, LLC | 56,784 | $4M |
| Financial Symmetry Inc | 3,257 | $233K |
| Wedmont Private Capital | 3,201 | $229K |
| NATIONAL BANK OF CANADA /FI | 1,149 | $82K |
| CWM, LLC | 11 | $1K |
| Merited Wealth, LLC | 10 | $1K |
Biggest Increases (19)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Versant Capital Management, Inc | +61,125 | +124.7% | 110,129 |
| BCR Wealth Strategies, LLC | +53,529 | +20.2% | 317,947 |
| Cordant, Inc. | +22,823 | +28.0% | 104,447 |
| Beacon Pointe Advisors, LLC | +11,249 | +3.5% | 334,902 |
| Discipline Wealth Solutions, LLC | +5,379 | +71.6% | 12,893 |
| Pure Financial Advisors, LLC | +4,824 | +3.2% | 156,518 |
| OneDigital Investment Advisors LLC | +2,861 | +52.5% | 8,313 |
| BIP Wealth, LLC | +2,857 | +22.4% | 15,605 |
| Farther Finance Advisors, LLC | +2,406 | +143.3% | 4,085 |
| ASSETMARK, INC | +1,933 | +2.9% | 69,020 |
| INTEGRITY ALLIANCE, LLC. | +1,217 | +26.0% | 5,891 |
| Evanson Asset Management, LLC | +1,144 | +4.7% | 25,422 |
| Applied Capital LLC | +928 | +13.7% | 7,703 |
| FIDUCIARY FINANCIAL GROUP, LLC | +907 | +24.5% | 4,616 |
| STUDIO INVESTMENT MANAGEMENT LLC | +873 | +15.1% | 6,642 |
| VESTIA PERSONAL WEALTH ADVISORS | +815 | +11.8% | 7,728 |
| UBS Group AG | +257 | +80.8% | 575 |
| CARDIFF PARK ADVISORS, LLC | +21 | +1.2% | 1,784 |
| Ares Financial Consulting, LLC | +3 | +1.3% | 230 |
Biggest Decreases (7)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MML INVESTORS SERVICES, LLC | -15,298 | -49.0% | 15,919 |
| WELLINGTON-ALTUS USA INC. | -2,780 | -61.5% | 1,740 |
| FMB WEALTH MANAGEMENT | -1,180 | -0.6% | 201,822 |
| ROYAL BANK OF CANADA | -933 | -8.6% | 9,861 |
| E-Wealth Partners, LLC | -891 | -3.6% | 23,773 |
| Prosperitas Financial LLC | -177 | -2.9% | 6,030 |
| Capital Investment Advisory Service | -1 | -16.7% | 5 |