Dimensional US Vtor Eqty ETFDXUVETF
13F holders, Q4 2024 (December 31)14holders +8
8new positions
1sold out
1famous investor
$52.85avg. 13F price*
At the end of Q4 2024, 14 institutions reported holding Dimensional US Vtor Eqty ETF (DXUV) in their 13F filings, up 8 from Q3 2024. 8 opened new positions and 1 sold out. The largest holders were BCR Wealth Strategies, LLC ($34.1M), FMB Wealth Management ($19.0M) and Dimensional Fund Advisors LP ($5.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Dimensional US Vtor Eqty ETF
- CUSIP
- 25434V559
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $4.6M |
| Exits | 1 | $2.1M |
All 13F filers, Q3 2024 → Q4 2024: 102,979 shares bought and 41,700 shares sold, net +61,279 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| BCR Wealth Strategies, LLC | 15.96% | Add +1.9% | 645,416 | $34.1M |
| FMB Wealth Management | 10.70% | Reduce -0.4% | 359,630 | $19.0M |
| Dimensional Fund Advisors LP | 0.00% | No change | 100,000 | $5.3M |
| Pure Financial Advisors, LLC | 0.05% | New | 39,627 | $2.1M |
| Citadel Advisors | 0.00% | New | 18,588 | $982K |
| VanderPol Investments L.L.C. | 1.21% | New | 10,486 | $554K |
| Applied Capital LLC | 0.26% | Add +44.4% | 9,495 | $502K |
| Cardiff Park Advisors, LLC | 0.04% | Add +2.1% | 8,369 | $442K |
| Stage Harbor Financial, LLC | 0.30% | New | 6,484 | $343K |
| Evanson Asset Management, LLC | 0.02% | New | 5,986 | $316K |
| Financial Harvest, LLC | 0.25% | — | 5,614 | $297K |
| Versant Capital Management, Inc | 0.05% | New | 4,430 | $234K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,800 | $95K |
| UBS Group AG | 0.00% | New | 300 | $16K |
"% 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.