DXIV · Insider trading · 13F holders · Congress trades
Dimensional ETF Trust (DXIV)
Who is buying and selling DXIV: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 11
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
DXIV at a glance
- No open-market insider purchases or sales of DXIV were filed in the last 90 days.
- 11 13F filers hold DXIV among their 50 largest positions, worth $87.4M combined. The biggest bets by portfolio weight are BCR Wealth Strategies, LLC (6.3%), Fmb Wealth Management (5.2%) and Cordant, Inc. (2.6%). In their latest 13Fs, 2 managers opened a new position and 4 added to one.
- No member of Congress has disclosed a trade in DXIV.
DXIV insider trading
No open-market insider purchases or sales of DXIV were filed in the last 90 days.
Who owns DXIV? Hedge funds and superinvestors
11 13F filers hold DXIV among their 50 largest positions, worth $87.4M combined. The biggest bets by portfolio weight are BCR Wealth Strategies, LLC (6.3%), Fmb Wealth Management (5.2%) and Cordant, Inc. (2.6%). In their latest 13Fs, 2 managers opened a new position and 4 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| BCR Wealth Strategies, LLCWealth manager | 6.3% | $22.3M | 317,947 | +20.2% shares | Q2 2026 |
| Indivisible PartnersWealth manager | 0.8% | $17.4M | 242,189 | — | Q3 2026 |
| Fmb Wealth ManagementWealth manager | 5.2% | $14.1M | 201,822 | -0.6% shares | Q2 2026 |
| Versant Capital Management, IncWealth manager | 0.8% | $8.8M | 121,902 | +10.7% shares | Q3 2026 |
| Integrity Advisory Solutions, LLCWealth manager | 0.8% | $7.9M | 109,996 | — | Q3 2026 |
| Cordant, Inc.Investment manager | 2.6% | $7.3M | 104,447 | +28.0% shares | Q2 2026 |
| RCS Financial Planning, LLCWealth manager | 2.4% | $4.4M | 61,700 | — | Q3 2026 |
| Core Wealth Management, Inc.Wealth manager | 0.7% | $2.4M | 33,171 | New | Q3 2026 |
| E-Wealth Partners, LLCWealth manager | 1.2% | $1.7M | 23,773 | -3.6% shares | Q2 2026 |
| CSP Financial Group, LLCWealth manager | 0.5% | $539K | 7,488 | New | Q3 2026 |
| Applied Capital LLCWealth manager | 0.2% | $539K | 7,703 | +13.7% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 6, Q2 2026: 5). Screen DXIV in the grand portfolio →
DXIV stock trades by members of Congress
No member of Congress has disclosed a trade in DXIV.
DXIV questions and answers
Are insiders buying DXIV stock?
No open-market insider purchases or sales of DXIV were filed in the last 90 days.
Which hedge funds own DXIV?
11 13F filers hold DXIV among their 50 largest positions, worth $87.4M combined. The biggest bets by portfolio weight are BCR Wealth Strategies, LLC (6.3%), Fmb Wealth Management (5.2%) and Cordant, Inc. (2.6%). In their latest 13Fs, 2 managers opened a new position and 4 added to one.
Has Congress traded DXIV?
No member of Congress has disclosed a trade in DXIV.
Who is the largest holder of DXIV?
Among 13F filers, BCR Wealth Strategies, LLC reports the largest DXIV position, $22.3M (317,947 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is BCR Wealth Strategies, LLC's: 6.3% of its portfolio.
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