Dimensional US Vtor Eqty ETFDXUVETF
13F holders, Q3 2025 (September 30)43holders +7
10new positions
3sold out
1famous investor
$58.44avg. 13F price*
At the end of Q3 2025, 43 institutions reported holding Dimensional US Vtor Eqty ETF (DXUV) in their 13F filings, up 7 from Q2 2025. 10 opened new positions and 3 sold out. The largest holders were BCR Wealth Strategies, LLC ($42.6M), Hemington Wealth Management ($39.4M) and FMB Wealth Management ($19.8M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $1.8M |
| Exits | 3 | $256K |
All 13F filers, Q2 2025 → Q3 2025: 264,038 shares bought and 24,718 shares sold, net +239,320 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 43 holders
| BCR Wealth Strategies, LLC | 14.97% | Add +2.9% | 728,273 | $42.6M |
| Hemington Wealth Management | 5.13% | Add +11.1% | 674,841 | $39.4M |
| FMB Wealth Management | 8.39% | Reduce -0.0% | 338,866 | $19.8M |
| RFG Advisory, LLC | 0.31% | Add +0.7% | 253,333 | $14.8M |
| Pure Financial Advisors, LLC | 0.17% | Add +17.3% | 183,394 | $10.7M |
| Dimensional Fund Advisors LP | 0.00% | No change | 100,000 | $5.8M |
| MML Investors Services, LLC | 0.01% | Add +10.8% | 89,251 | $5.2M |
| LVZ, Inc. | 0.54% | Add +19.4% | 81,324 | $4.8M |
| Corus Family Wealth Advisors | 2.62% | Add +63.5% | 60,886 | $3.6M |
| Stage Harbor Financial, LLC | 2.24% | Add +15.4% | 52,379 | $3.1M |
| Assetmark, Inc. | 0.01% | Add +28.9% | 52,053 | $3.0M |
| Financial Harvest, LLC | 2.02% | Add +30.6% | 51,252 | $3.0M |
| Versant Capital Management, Inc | 0.25% | Add +32.3% | 31,851 | $1.9M |
| Rockwood Wealth Management, LLC | 0.12% | Add +5.2% | 26,532 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Add +59.3% | 21,473 | $1.3M |
| BIP Wealth, LLC | 0.06% | Add +29.9% | 19,747 | $1.2M |
| VanderPol Investments L.L.C. | 1.93% | Add +5.3% | 16,778 | $993K |
| SwitchPoint Financial Planning, LLC | 0.63% | Add +28.0% | 14,989 | $876K |
| Applied Capital LLC | 0.34% | Add +8.2% | 14,401 | $842K |
| Evanson Asset Management, LLC | 0.05% | Add +27.6% | 13,794 | $806K |
| Archvest Wealth Advisors, Inc. | 0.63% | New | 12,067 | $705K |
| Financial Symmetry Inc | 0.30% | Add +15.2% | 11,609 | $678K |
| Apella Capital, LLC | 0.01% | Reduce -20.5% | 10,011 | $576K |
| Vestia Personal Wealth Advisors | 0.30% | Add +62.5% | 9,636 | $563K |
| Vista Capital Partners, Inc. | 0.06% | Add +63.2% | 9,262 | $541K |
| Citadel Advisors | 0.00% | Reduce -51.3% | 8,713 | $509K |
| BCO Wealth Management LLC | 0.29% | No change | 7,608 | $445K |
| Commonwealth Equity Services, LLC | 0.00% | Add +17.9% | 5,132 | $300K |
| Nwam LLC | 0.02% | New | 4,939 | $289K |
| Monument Group Wealth Advisors, LLC | 0.16% | New | 4,521 | $264K |
| Tiaa Trust, National Association | 0.00% | New | 3,458 | $202K |
| Live Oak Private Wealth LLC | 0.03% | New | 3,427 | $200K |
| Osaic Holdings, Inc. | 0.00% | New | 3,028 | $177K |
| Raffa Wealth Management, LLC | 0.02% | Reduce -0.2% | 1,893 | $111K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,800 | $105K |
| Signature Resources Capital Management, LLC | 0.03% | No change | 885 | $52K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 226 | $13K |
| Cardiff Park Advisors, LLC | 0.00% | Reduce -97.9% | 177 | $10K |
| Global Retirement Partners, LLC | 0.00% | Reduce -1.2% | 165 | $10K |
| LRI Investments, LLC | 0.00% | New | 142 | $8K |
| Trust Co. of Vermont | 0.00% | New | 24 | $1K |
| Blair William & Co. | 0.00% | New | 17 | $993 |
| Capital Investment Advisory Services, LLC | 0.00% | New | 5 | $292 |
"% 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.