Dimensional US Vtor Eqty ETFDXUVETF
13F holders, Q1 2025 (March 31)24holders +10
12new positions
2sold out
$50.25avg. 13F price*
At the end of Q1 2025, 24 institutions reported holding Dimensional US Vtor Eqty ETF (DXUV) in their 13F filings, up 10 from Q4 2024. 12 opened new positions and 2 sold out. The largest holders were BCR Wealth Strategies, LLC ($33.8M), Hemington Wealth Management ($26.3M) and RFG Advisory, LLC ($17.7M).
- Company
- Dimensional US Vtor Eqty ETF
- CUSIP
- 25434V559
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $53.4M |
| Exits | 2 | $1.3M |
All 13F filers, Q4 2024 → Q1 2025: 1,217,284 shares bought and 43,613 shares sold, net +1,173,671 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 24 holders
| BCR Wealth Strategies, LLC | 14.83% | Add +4.1% | 672,151 | $33.8M |
| Hemington Wealth Management | 4.08% | New | 523,768 | $26.3M |
| RFG Advisory, LLC | 0.48% | New | 351,715 | $17.7M |
| FMB Wealth Management | 9.47% | Reduce -5.3% | 340,455 | $17.1M |
| Dimensional Fund Advisors LP | 0.00% | No change | 100,000 | $5.0M |
| Pure Financial Advisors, LLC | 0.10% | Add +152.2% | 99,924 | $5.0M |
| MML Investors Services, LLC | 0.01% | New | 67,770 | $3.4M |
| LVZ, Inc. | 0.43% | New | 65,191 | $3.3M |
| Versant Capital Management, Inc | 0.41% | Add +993.9% | 48,459 | $2.4M |
| Stage Harbor Financial, LLC | 0.80% | Add +188.4% | 18,699 | $940K |
| Evanson Asset Management, LLC | 0.05% | Add +141.9% | 14,482 | $728K |
| VanderPol Investments L.L.C. | 1.33% | Add +19.2% | 12,499 | $628K |
| Applied Capital LLC | 0.28% | Add +18.6% | 11,261 | $566K |
| Financial Symmetry Inc | 0.32% | New | 10,479 | $527K |
| Monograph Wealth Advisors, LLC | 0.07% | New | 9,520 | $478K |
| Jane Street Group, LLC | 0.00% | New | 9,344 | $470K |
| American Investment Services, Inc. | 0.07% | New | 8,370 | $421K |
| Cardiff Park Advisors, LLC | 0.04% | No change | 8,369 | $421K |
| BIP Wealth, LLC | 0.02% | New | 5,139 | $258K |
| Vestia Personal Wealth Advisors | 0.19% | New | 4,772 | $240K |
| Commonwealth Equity Services, LLC | 0.00% | New | 4,033 | $203K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,800 | $91K |
| Raffa Wealth Management, LLC | 0.02% | New | 1,632 | $82K |
| UBS Group AG | 0.00% | Reduce -78.7% | 64 | $3K |
"% 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.