# DIMENSIONAL ETF TRUST (DXUV)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/DXUV/

- Reporting holders: 75
- Reported value: $365.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Tencap Wealth Coaching, LLC](https://holderbook.com/funds/2107751-tencap-wealth-coaching-llc/) | $80.4M | 1,208,060 | 25.5% | 3 |
| [Beacon Pointe Advisors, LLC](https://holderbook.com/funds/1744317-beacon-pointe-advisors-llc/) | $52.2M | 785,013 | 0.2% | 3 |
| [BCR Wealth Strategies, LLC](https://holderbook.com/funds/1908380-bcr-wealth-strategies-llc/) | $52.1M | 782,808 | 14.6% | 8 |
| [FMB WEALTH MANAGEMENT](https://holderbook.com/funds/2040224-fmb-wealth-management/) | $21.8M | 327,365 | 8.0% | 8 |
| [RFG Advisory, LLC](https://holderbook.com/funds/1633387-rfg-advisory-llc/) | $21.0M | 315,199 | 0.3% | 6 |
| [American Trust](https://holderbook.com/funds/1905128-american-trust/) | $17.9M | 268,870 | 1.4% | 3 |
| [Pure Financial Advisors, LLC](https://holderbook.com/funds/1571556-pure-financial-advisors-llc/) | $15.9M | 238,448 | 0.2% | 7 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $14.2M | 213,424 | 0.0% | 1 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $11.4M | 170,886 | 1.0% | 7 |
| [Corus Family Wealth Advisors](https://holderbook.com/funds/1894830-corus-family-wealth-advisors/) | $7.9M | 118,194 | 5.4% | 5 |
| [LVZ, Inc.](https://holderbook.com/funds/1574408-lvz-inc/) | $7.3M | 110,345 | 0.7% | 6 |
| [STAGE HARBOR FINANCIAL, LLC](https://holderbook.com/funds/1934721-stage-harbor-financial-llc/) | $6.1M | 92,079 | 3.5% | 7 |
| [Financial Harvest, LLC](https://holderbook.com/funds/2052933-financial-harvest-llc/) | $5.8M | 87,949 | 2.4% | 5 |
| [ASSETMARK, INC](https://holderbook.com/funds/1344551-assetmark-inc/) | $4.5M | 67,150 | 0.0% | 5 |
| [CITIGROUP INC](https://holderbook.com/funds/831001-citigroup-inc/) | $3.8M | 57,489 | 0.0% | 1 |
| [HARBOUR INVESTMENTS, INC.](https://holderbook.com/funds/810121-harbour-investments-inc/) | $3.4M | 51,847 | 0.0% | 2 |
| [PARK AVENUE SECURITIES LLC](https://holderbook.com/funds/1071640-park-avenue-securities-llc/) | $3.1M | 47,075 | 0.0% | 1 |
| [GOLDMAN SACHS GROUP INC](https://holderbook.com/funds/886982-goldman-sachs-group-inc/) | $3.0M | 45,456 | 0.0% | 1 |
| [Private Advisor Group, LLC](https://holderbook.com/funds/1567755-private-advisor-group-llc/) | $2.5M | 37,662 | 0.0% | 5 |
| [E-Wealth Partners, LLC](https://holderbook.com/funds/2129940-e-wealth-partners-llc/) | $2.4M | 36,389 | 1.7% | 2 |
| [TRUIST FINANCIAL CORP](https://holderbook.com/funds/92230-truist-financial-corp/) | $2.3M | 34,944 | 0.0% | 1 |
| [MML INVESTORS SERVICES, LLC](https://holderbook.com/funds/701059-mml-investors-services-llc/) | $2.1M | 31,154 | 0.0% | 6 |
| [Rockwood Wealth Management, LLC](https://holderbook.com/funds/1983670-rockwood-wealth-management-llc/) | $1.9M | 29,191 | 0.1% | 5 |
| [BIP Wealth, LLC](https://holderbook.com/funds/1590214-bip-wealth-llc/) | $1.9M | 28,851 | 0.1% | 6 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://holderbook.com/funds/312272-commonwealth-equity-services-llc/) | $1.8M | 26,870 | 0.0% | 6 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 75 | $365.8M |
| Q1 2026 | 52 | $286.0M |
| Q4 2025 | 51 | $270.3M |
| Q3 2025 | 43 | $170.9M |
| Q2 2025 | 36 | $145.6M |
| Q1 2025 | 24 | $120.1M |
| Q4 2024 | 14 | $64.3M |
| Q3 2024 | 6 | $60.6M |