Dimensional US Vtor Eqty ETFDXUVETF
13F holders, Q2 2025 (June 30)36holders +12
15new positions
4sold out
1famous investor
$54.23avg. 13F price*
At the end of Q2 2025, 36 institutions reported holding Dimensional US Vtor Eqty ETF (DXUV) in their 13F filings, up 12 from Q1 2025. 15 opened new positions and 4 sold out. The largest holders were BCR Wealth Strategies, LLC ($38.4M), Hemington Wealth Management ($32.9M) and FMB Wealth Management ($18.4M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $11.8M |
| Exits | 4 | $1.4M |
All 13F filers, Q1 2025 → Q2 2025: 452,137 shares bought and 157,358 shares sold, net +294,779 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 36 holders
| BCR Wealth Strategies, LLC | 14.85% | Add +5.3% | 707,516 | $38.4M |
| Hemington Wealth Management | 4.77% | Add +16.0% | 607,471 | $32.9M |
| FMB Wealth Management | 8.75% | Reduce -0.5% | 338,883 | $18.4M |
| RFG Advisory, LLC | 0.32% | Reduce -28.4% | 251,680 | $13.6M |
| Pure Financial Advisors, LLC | 0.15% | Add +56.5% | 156,379 | $8.5M |
| Dimensional Fund Advisors LP | 0.00% | No change | 100,000 | $5.4M |
| MML Investors Services, LLC | 0.01% | Add +18.9% | 80,571 | $4.4M |
| LVZ, Inc. | 0.44% | Add +4.5% | 68,114 | $3.7M |
| Stage Harbor Financial, LLC | 2.00% | Add +142.7% | 45,376 | $2.5M |
| Assetmark, Inc. | 0.01% | New | 40,390 | $2.2M |
| Financial Harvest, LLC | 1.59% | New | 39,231 | $2.1M |
| Corus Family Wealth Advisors | 1.43% | New | 37,247 | $2.0M |
| Rockwood Wealth Management, LLC | 0.12% | New | 25,229 | $1.4M |
| Versant Capital Management, Inc | 0.20% | Reduce -50.3% | 24,079 | $1.3M |
| Citadel Advisors | 0.00% | New | 17,880 | $970K |
| VanderPol Investments L.L.C. | 1.82% | Add +27.5% | 15,940 | $864K |
| BIP Wealth, LLC | 0.05% | Add +195.8% | 15,203 | $824K |
| Private Advisor Group, LLC | 0.00% | New | 13,484 | $731K |
| Applied Capital LLC | 0.32% | Add +18.3% | 13,316 | $722K |
| Apella Capital, LLC | 0.02% | New | 12,591 | $693K |
| SwitchPoint Financial Planning, LLC | 0.52% | New | 11,712 | $635K |
| Evanson Asset Management, LLC | 0.04% | Reduce -25.4% | 10,807 | $586K |
| Financial Symmetry Inc | 0.28% | Reduce -3.8% | 10,081 | $547K |
| Cardiff Park Advisors, LLC | 0.04% | Add +0.3% | 8,392 | $455K |
| BCO Wealth Management LLC | 0.29% | New | 7,608 | $413K |
| Vestia Personal Wealth Advisors | 0.22% | Add +24.2% | 5,928 | $321K |
| Vista Capital Partners, Inc. | 0.03% | New | 5,675 | $308K |
| Commonwealth Equity Services, LLC | 0.00% | Add +7.9% | 4,351 | $236K |
| Raffa Wealth Management, LLC | 0.02% | Add +16.2% | 1,896 | $103K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,800 | $98K |
| Wells Fargo & Company | 0.00% | New | 1,759 | $95K |
| Jones Financial Companies LLLP | 0.00% | New | 1,523 | $82K |
| AE Wealth Management LLC | 0.00% | New | 1,452 | $79K |
| Signature Resources Capital Management, LLC | 0.03% | New | 885 | $48K |
| Glass Jacobson Investment Advisors llc | 0.00% | New | 226 | $12K |
| Global Retirement Partners, LLC | 0.00% | — | 167 | $9K |
"% 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.