Dimensional US Vtor Eqty ETFDXUVETF
13F holders, Q2 2026 (June 30)72holders +19
21new positions
2sold out
$66.53avg. 13F price*
At the end of Q2 2026, 72 institutions reported holding Dimensional US Vtor Eqty ETF (DXUV) in their 13F filings, up 19 from Q1 2026. 21 opened new positions and 2 sold out. The largest holders were Tencap Wealth Coaching, LLC ($80.4M), Beacon Pointe Advisors, LLC ($52.2M) and BCR Wealth Strategies, LLC ($52.1M).
- Company
- Dimensional US Vtor Eqty ETF
- CUSIP
- 25434V559
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $22.8M |
| Exits | 2 | $400K |
All 13F filers, Q1 2026 → Q2 2026: 622,754 shares bought and 86,338 shares sold, net +536,416 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 72 holders
| Tencap Wealth Coaching, LLC | 25.49% | Add +1.0% | 1,208,060 | $80.4M |
| Beacon Pointe Advisors, LLC | 0.24% | Add +4.3% | 785,013 | $52.2M |
| BCR Wealth Strategies, LLC | 14.62% | Reduce -0.8% | 782,808 | $52.1M |
| FMB Wealth Management | 8.01% | Reduce -0.1% | 327,365 | $21.8M |
| RFG Advisory, LLC | 0.33% | Add +3.5% | 315,199 | $21.0M |
| American Trust | 1.38% | Add +2.3% | 268,870 | $17.9M |
| Pure Financial Advisors, LLC | 0.20% | Add +3.2% | 238,448 | $15.9M |
| Versant Capital Management, Inc | 1.02% | Add +315.3% | 170,886 | $11.4M |
| Corus Family Wealth Advisors | 5.41% | Add +5.6% | 118,194 | $7.9M |
| LVZ, Inc. | 0.75% | Add +5.7% | 110,345 | $7.3M |
| Envestnet Asset Management Inc. | 0.00% | New | 106,712 | $7.1M |
| Stage Harbor Financial, LLC | 3.54% | Add +21.1% | 92,079 | $6.1M |
| Financial Harvest, LLC | 2.42% | Add +18.8% | 87,949 | $5.8M |
| Assetmark, Inc. | 0.01% | Add +5.3% | 67,150 | $4.5M |
| Citigroup Inc. | 0.00% | New | 57,489 | $3.8M |
| Harbour Investments, Inc. | 0.05% | Add +1.4% | 51,847 | $3.4M |
| Park Avenue Securities LLC | 0.02% | New | 47,075 | $3.1M |
| Goldman Sachs Group Inc. | 0.00% | New | 45,456 | $3.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -32.6% | 37,662 | $2.5M |
| E-Wealth Partners, LLC | 1.75% | Reduce -4.9% | 36,389 | $2.4M |
| Truist Financial Corp. | 0.00% | New | 34,944 | $2.3M |
| MML Investors Services, LLC | 0.00% | Reduce -58.5% | 31,154 | $2.1M |
| Rockwood Wealth Management, LLC | 0.12% | Add +4.9% | 29,191 | $1.9M |
| BIP Wealth, LLC | 0.05% | Add +14.4% | 28,851 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +146.2% | 26,870 | $1.8M |
| Vista Capital Partners, Inc. | 0.13% | Add +26.8% | 22,023 | $1.5M |
| Vestia Personal Wealth Advisors | 0.55% | Add +1.9% | 21,209 | $1.4M |
| Applied Capital LLC | 0.37% | Add +12.7% | 17,288 | $1.1M |
| SwitchPoint Financial Planning, LLC | 0.65% | Add +7.8% | 17,034 | $1.1M |
| Shepherd Financial Partners LLC | 0.08% | New | 15,203 | $1.0M |
| CreativeOne Wealth, LLC | 0.02% | Reduce -18.9% | 15,122 | $1.0M |
| Evanson Financial, LLC | 0.05% | — | 14,785 | $983K |
| Financial Plan, Inc. | 0.09% | Add +0.2% | 13,692 | $911K |
| Archvest Wealth Advisors, Inc. | 0.51% | Add +0.3% | 13,175 | $876K |
| Financial Symmetry Inc | 0.26% | No change | 11,609 | $772K |
| Live Oak Private Wealth LLC | 0.10% | Add +24.6% | 11,552 | $768K |
| Apella Capital, LLC | 0.01% | Add +0.1% | 9,811 | $657K |
| BCO Wealth Management LLC | 0.30% | Add +0.4% | 8,285 | $551K |
| LPL Financial LLC | 0.00% | New | 7,877 | $524K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 7,401 | $498K |
| Winnacle Wealth LLC | 0.33% | Add +51.4% | 7,334 | $488K |
| Selective Wealth Management, Inc. | 0.12% | New | 7,017 | $473K |
| Nwam LLC | 0.02% | Reduce -5.3% | 7,072 | $470K |
| Optima Capital LLC | 0.12% | No change | 4,680 | $311K |
| Signature Resources Capital Management, LLC | 0.12% | No change | 4,664 | $310K |
| Cloud Capital Management, LLC | 0.11% | Add +0.3% | 4,576 | $304K |
| Monument Group Wealth Advisors, LLC | 0.14% | Reduce -22.5% | 3,504 | $302K |
| 25 LLC | 0.08% | Add +3.8% | 4,340 | $289K |
| Monograph Wealth Advisors, LLC | 0.02% | No change | 4,293 | $285K |
| WorthPointe, LLC | 0.07% | Add +0.1% | 4,182 | $278K |
| Triad Wealth Partners, LLC | 0.02% | New | 3,845 | $265K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | No change | 3,458 | $230K |
| Fiduciary Financial Group, LLC | 0.02% | New | 3,040 | $202K |
| Royal Bank of Canada | 0.00% | Add +9.2% | 2,477 | $165K |
| Raffa Wealth Management, LLC | 0.02% | Add +0.2% | 2,370 | $158K |
| Farther Finance Advisors, LLC | 0.00% | Add +5.5% | 2,220 | $148K |
| EP Wealth Advisors, LLC | 0.00% | New | 2,028 | $135K |
| Concord Wealth Partners | 0.02% | New | 2,004 | $133K |
| Wellington-Altus USA Inc. | 0.08% | Reduce -61.9% | 1,900 | $113K |
| PNC Financial Services Group, Inc. | 0.00% | New | 1,465 | $97K |
| UBS Group AG | 0.00% | Add +404.5% | 1,236 | $82K |
| Fifth Third Bancorp | 0.00% | New | 668 | $44K |
| CoreCap Advisors, LLC | 0.00% | New | 643 | $43K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 226 | $15K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.6% | 171 | $11K |
| Global Retirement Partners, LLC | 0.00% | — | 160 | $11K |
| IFG Advisory, LLC | 0.00% | New | 70 | $5K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 42 | $3K |
| Horizon Investments, LLC | 0.00% | New | 21 | $1K |
| Jones Financial Companies LLLP | 0.00% | New | 18 | $1K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 5 | $333 |
| Osaic Holdings, Inc. | 0.00% | New | 4 | $266 |
"% of holder's portfolio" is DXUV's weight in each manager's 13F, not the share of Dimensional US Vtor Eqty ETF the manager owns.