Dimensional US Vtor Eqty ETFDXUVETF
13F holders, Q1 2026 (March 31)53holders +2
9new positions
6sold out
$59.37avg. 13F price*
At the end of Q1 2026, 53 institutions reported holding Dimensional US Vtor Eqty ETF (DXUV) in their 13F filings, up 2 from Q4 2025. 9 opened new positions and 6 sold out. The largest holders were Tencap Wealth Coaching, LLC ($71.1M), BCR Wealth Strategies, LLC ($46.8M) and Beacon Pointe Advisors, LLC ($44.7M).
- Company
- Dimensional US Vtor Eqty ETF
- CUSIP
- 25434V559
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $4.4M |
| Exits | 6 | $2.9M |
All 13F filers, Q4 2025 → Q1 2026: 417,250 shares bought and 64,938 shares sold, net +352,312 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 53 holders
| Tencap Wealth Coaching, LLC | 26.74% | Add +1.1% | 1,196,453 | $71.1M |
| BCR Wealth Strategies, LLC | 14.67% | Add +6.2% | 788,878 | $46.8M |
| Beacon Pointe Advisors, LLC | 0.24% | Add +10.0% | 752,651 | $44.7M |
| FMB Wealth Management | 8.04% | Reduce -0.4% | 327,637 | $19.4M |
| RFG Advisory, LLC | 0.33% | Add +18.6% | 304,424 | $18.1M |
| American Trust | 1.38% | Add +4.4% | 262,819 | $15.6M |
| Pure Financial Advisors, LLC | 0.20% | Add +15.7% | 230,992 | $13.7M |
| Corus Family Wealth Advisors | 5.41% | Add +40.5% | 111,973 | $6.6M |
| LVZ, Inc. | 0.71% | Add +13.0% | 104,420 | $6.2M |
| Stage Harbor Financial, LLC | 2.99% | Add +19.1% | 76,042 | $4.5M |
| MML Investors Services, LLC | 0.01% | Reduce -16.4% | 75,086 | $4.5M |
| Financial Harvest, LLC | 2.59% | Add +18.5% | 74,011 | $4.4M |
| Assetmark, Inc. | 0.01% | Add +6.8% | 63,780 | $3.8M |
| Private Advisor Group, LLC | 0.02% | Add +10.9% | 55,877 | $3.3M |
| Harbour Investments, Inc. | 0.05% | New | 51,124 | $3.0M |
| Versant Capital Management, Inc | 0.24% | Add +8.9% | 41,144 | $2.4M |
| E-Wealth Partners, LLC | 1.84% | Add +22.1% | 38,278 | $2.3M |
| Rockwood Wealth Management, LLC | 0.12% | Add +2.6% | 27,827 | $1.7M |
| BIP Wealth, LLC | 0.06% | Add +13.1% | 25,225 | $1.5M |
| Vestia Personal Wealth Advisors | 0.58% | Add +133.5% | 20,806 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | No change | 18,657 | $1.1M |
| Vista Capital Partners, Inc. | 0.10% | Add +37.4% | 17,363 | $1.0M |
| SwitchPoint Financial Planning, LLC | 0.64% | Add +0.4% | 15,799 | $938K |
| Applied Capital LLC | 0.34% | Add +1.1% | 15,339 | $910K |
| Evanson Asset Management, LLC | 0.05% | Add +7.4% | 15,151 | $899K |
| Financial Plan, Inc. | 0.09% | Add +6.4% | 13,666 | $811K |
| Archvest Wealth Advisors, Inc. | 0.50% | Add +4.3% | 13,130 | $779K |
| Financial Symmetry Inc | 0.27% | No change | 11,609 | $746K |
| Commonwealth Equity Services, LLC | 0.00% | Add +89.0% | 10,916 | $648K |
| Apella Capital, LLC | 0.01% | Reduce -2.3% | 9,797 | $626K |
| Live Oak Private Wealth LLC | 0.08% | Add +55.0% | 9,275 | $550K |
| BCO Wealth Management LLC | 0.29% | Add +1.7% | 8,255 | $490K |
| Nwam LLC | 0.03% | Add +27.9% | 7,465 | $443K |
| Wellington-Altus USA Inc. | 0.20% | New | 4,990 | $332K |
| Daytona Street Capital LLC | 0.25% | No change | 6,644 | $324K |
| Winnacle Wealth LLC | 0.22% | Add +874.6% | 4,844 | $287K |
| Optima Capital LLC | 0.13% | New | 4,680 | $278K |
| Signature Resources Capital Management, LLC | 0.13% | No change | 4,664 | $277K |
| Cloud Capital Management, LLC | 0.12% | New | 4,564 | $270K |
| Monument Group Wealth Advisors, LLC | 0.15% | No change | 4,521 | $268K |
| Monograph Wealth Advisors, LLC | 0.02% | New | 4,293 | $255K |
| 25 LLC | 0.08% | Add +11.8% | 4,182 | $248K |
| WorthPointe, LLC | 0.07% | Add +7.1% | 4,177 | $248K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 3,458 | $205K |
| Raffa Wealth Management, LLC | 0.02% | Add +0.3% | 2,366 | $140K |
| Royal Bank of Canada | 0.00% | New | 2,269 | $134K |
| Farther Finance Advisors, LLC | 0.00% | Add +16.9% | 2,105 | $126K |
| Silver Grove Financial Group, Inc. | 0.06% | New | 1,281 | $76K |
| UBS Group AG | 0.00% | New | 245 | $15K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 226 | $13K |
| AdvisorNet Financial, Inc | 0.00% | New | 170 | $10K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 42 | $2K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 5 | $297 |
"% 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.