Dimensional US Vtor Eqty ETFDXUVETF
13F holders, Q4 2025 (December 31)51holders +8
8new positions
4sold out
$59.78avg. 13F price*
At the end of Q4 2025, 51 institutions reported holding Dimensional US Vtor Eqty ETF (DXUV) in their 13F filings, up 8 from Q3 2025. 8 opened new positions and 4 sold out. The largest holders were Tencap Wealth Coaching, LLC ($70.8M), BCR Wealth Strategies, LLC ($44.4M) and Beacon Pointe Advisors, LLC ($40.9M).
- Company
- Dimensional US Vtor Eqty ETF
- CUSIP
- 25434V559
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $57.6M |
| Exits | 4 | $698K |
All 13F filers, Q3 2025 → Q4 2025: 1,116,535 shares bought and 77,691 shares sold, net +1,038,844 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 51 holders
| Tencap Wealth Coaching, LLC | 26.79% | — | 1,183,364 | $70.8M |
| BCR Wealth Strategies, LLC | 14.73% | Add +2.0% | 743,114 | $44.4M |
| Beacon Pointe Advisors, LLC | 0.29% | New | 684,311 | $40.9M |
| FMB Wealth Management | 7.76% | Reduce -3.0% | 328,843 | $19.7M |
| RFG Advisory, LLC | 0.29% | Add +1.4% | 256,788 | $15.4M |
| American Trust | 1.27% | New | 251,780 | $15.1M |
| Pure Financial Advisors, LLC | 0.18% | Add +8.8% | 199,595 | $11.9M |
| LVZ, Inc. | 0.62% | Add +13.6% | 92,388 | $5.5M |
| MML Investors Services, LLC | 0.01% | Add +0.7% | 89,863 | $5.4M |
| Corus Family Wealth Advisors | 3.80% | Add +30.9% | 79,682 | $4.8M |
| Stage Harbor Financial, LLC | 2.57% | Add +21.9% | 63,875 | $3.8M |
| Financial Harvest, LLC | 2.31% | Add +21.9% | 62,461 | $3.7M |
| Assetmark, Inc. | 0.01% | Add +14.7% | 59,706 | $3.6M |
| Private Advisor Group, LLC | 0.01% | Add +134.6% | 50,373 | $3.0M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -55.0% | 45,000 | $2.7M |
| Versant Capital Management, Inc | 0.28% | Add +18.7% | 37,794 | $2.3M |
| E-Wealth Partners, LLC | 1.57% | — | 31,339 | $1.9M |
| Rockwood Wealth Management, LLC | 0.12% | Add +2.2% | 27,111 | $1.6M |
| VanderPol Investments L.L.C. | 2.55% | Add +33.4% | 22,377 | $1.3M |
| BIP Wealth, LLC | 0.05% | Add +12.9% | 22,304 | $1.3M |
| CreativeOne Wealth, LLC | 0.03% | New | 18,657 | $1.1M |
| SwitchPoint Financial Planning, LLC | 0.66% | Add +5.0% | 15,740 | $941K |
| Applied Capital LLC | 0.35% | Add +5.3% | 15,166 | $907K |
| Evanson Asset Management, LLC | 0.05% | Add +2.3% | 14,112 | $844K |
| Financial Plan, Inc. | 0.09% | — | 12,845 | $768K |
| Vista Capital Partners, Inc. | 0.07% | Add +36.5% | 12,639 | $756K |
| Archvest Wealth Advisors, Inc. | 0.48% | Add +4.3% | 12,588 | $753K |
| Financial Symmetry Inc | 0.28% | No change | 11,609 | $694K |
| Apella Capital, LLC | 0.01% | Add +0.2% | 10,030 | $600K |
| Vestia Personal Wealth Advisors | 0.28% | Reduce -7.5% | 8,911 | $552K |
| BCO Wealth Management LLC | 0.30% | Add +6.7% | 8,118 | $485K |
| Nwam LLC | 0.02% | Add +18.2% | 5,836 | $363K |
| Live Oak Private Wealth LLC | 0.05% | Add +74.6% | 5,985 | $358K |
| Commonwealth Equity Services, LLC | 0.00% | Add +12.6% | 5,776 | $345K |
| Daytona Street Capital LLC | 0.24% | — | 6,644 | $310K |
| Signature Resources Capital Management, LLC | 0.14% | Add +427.0% | 4,664 | $279K |
| Monument Group Wealth Advisors, LLC | 0.15% | No change | 4,521 | $270K |
| WorthPointe, LLC | 0.06% | New | 3,900 | $233K |
| 25 LLC | 0.07% | New | 3,741 | $224K |
| Tiaa Trust, National Association | 0.00% | No change | 3,458 | $207K |
| Raffa Wealth Management, LLC | 0.02% | Add +24.7% | 2,360 | $141K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,800 | $108K |
| Winnacle Wealth LLC | 0.02% | New | 497 | $30K |
| LRI Investments, LLC | 0.00% | Add +60.6% | 228 | $14K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 226 | $14K |
| Global Retirement Partners, LLC | 0.00% | Reduce -0.6% | 164 | $10K |
| MPWM Advisory Solutions, LLC | 0.00% | New | 42 | $3K |
| Blair William & Co. | 0.00% | No change | 17 | $1K |
| Cwm, LLC | 0.00% | New | 10 | $1K |
| Merited Wealth, LLC | 0.00% | — | 9 | $538 |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 5 | $299 |
"% 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.