Dimensional US Vtor Eqty ETFDXUVETF

13F holders, Q3 2024 (September 30)
6holders
$52.71avg. 13F price*

At the end of Q3 2024, 6 institutions reported holding Dimensional US Vtor Eqty ETF (DXUV) in their 13F filings. The largest holders were BCR Wealth Strategies, LLC ($33.4M), FMB Wealth Management ($19.0M) and Dimensional Fund Advisors LP ($5.3M).

Company
Dimensional US Vtor Eqty ETF
CUSIP
25434V559
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q3 2024: 6Q3 2024Q4 2024: 14Q4 2024Q1 2025: 24Q1 2025Q2 2025: 36Q2 2025Q3 2025: 43Q3 2025Q4 2025: 51Q4 2025Q1 2026: 53Q1 2026Q2 2026: 72Q2 2026

Total Exit/New Position Q3 2024

InstitutionsTotal Value
New Positions7$60.6M
Exits0$0

Ownership 6 holders

BCR Wealth Strategies, LLC 15.75% New 633,233 $33.4M
FMB Wealth Management 10.76% New 361,078 $19.0M
Dimensional Fund Advisors LP 0.00% New 100,000 $5.3M
Jane Street Group, LLC 0.00% New 40,252 $2.1M
Cardiff Park Advisors, LLC 0.04% New 8,193 $432K
Applied Capital LLC 0.18% New 6,576 $347K

"% 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.