DIMENSIONAL ETF TRUST (DXUV)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
75
Reporting holders
$365.8M
Reported value
0.0%
Calls
0.0%
Puts
+23
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Tencap Wealth Coaching, LLC | $80.4M | 1,208,060 | 25.49% | 3q | +1.0%+$772.4K |
| Beacon Pointe Advisors, LLC | $52.2M | 785,013 | 0.24% | 3q | +4.3%+$2.2M |
| BCR Wealth Strategies, LLC | $52.1M | 782,808 | 14.62% | 8q | -0.8%-$403.6K |
| FMB WEALTH MANAGEMENT | $21.8M | 327,365 | 8.01% | 8q | HELD |
| RFG Advisory, LLC | $21.0M | 315,199 | 0.33% | 6q | +3.5%+$716.5K |
| American Trust | $17.9M | 268,870 | 1.38% | 3q | +2.3%+$402.4K |
| Pure Financial Advisors, LLC | $15.9M | 238,448 | 0.20% | 7q | +3.2%+$495.8K |
| ENVESTNET ASSET MANAGEMENT INC | $14.2M | 213,424 | 0.00% | new | NEW |
| Versant Capital Management, Inc | $11.4M | 170,886 | 1.02% | 7q | +315.3%+$8.6M |
| Corus Family Wealth Advisors | $7.9M | 118,194 | 5.41% | 5q | +5.6%+$413.7K |
| LVZ, Inc. | $7.3M | 110,345 | 0.75% | 6q | +5.7%+$394.0K |
| STAGE HARBOR FINANCIAL, LLC | $6.1M | 92,079 | 3.54% | 7q | +21.1%+$1.1M |
| Financial Harvest, LLC | $5.8M | 87,949 | 2.42% | 5q | +18.8%+$926.9K |
| ASSETMARK, INC | $4.5M | 67,150 | 0.01% | 5q | +5.3%+$224.1K |
| CITIGROUP INC | $3.8M | 57,489 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $3.4M | 51,847 | 0.05% | 2q | +1.4%+$48.1K |
| PARK AVENUE SECURITIES LLC | $3.1M | 47,075 | 0.02% | new | NEW |
| GOLDMAN SACHS GROUP INC | $3.0M | 45,456 | 0.00% | new | NEW |
| Private Advisor Group, LLC | $2.5M | 37,662 | 0.01% | 5q | -32.6%-$1.2M |
| E-Wealth Partners, LLC | $2.4M | 36,389 | 1.75% | 2q | +16.1%+$335.8K |
| TRUIST FINANCIAL CORP | $2.3M | 34,944 | 0.00% | new | NEW |
| MML INVESTORS SERVICES, LLC | $2.1M | 31,154 | 0.00% | 6q | -58.5%-$2.9M |
| Rockwood Wealth Management, LLC | $1.9M | 29,191 | 0.12% | 5q | +4.9%+$90.7K |
| BIP Wealth, LLC | $1.9M | 28,851 | 0.05% | 6q | +14.4%+$241.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 26,870 | 0.00% | 6q | +146.2%+$1.1M |
| VISTA CAPITAL PARTNERS, INC. | $1.5M | 22,023 | 0.13% | 5q | +26.8%+$309.9K |
| VESTIA PERSONAL WEALTH ADVISORS | $1.4M | 21,209 | 0.55% | 6q | +1.9%+$26.8K |
| Applied Capital LLC | $1.1M | 17,288 | 0.37% | 8q | +12.7%+$129.6K |
| SwitchPoint Financial Planning, LLC | $1.1M | 17,034 | 0.65% | 5q | +7.8%+$82.1K |
| Shepherd Financial Partners LLC | $1.0M | 15,203 | 0.08% | new | NEW |
| CreativeOne Wealth, LLC | $1.0M | 15,122 | 0.02% | 3q | -18.9%-$235.1K |
| Evanson Financial, LLC | $983.2K | 14,785 | 0.05% | new | FIRST |
| Financial Plan, Inc. | $910.5K | 13,692 | 0.09% | 3q | HELD |
| Archvest Wealth Advisors, Inc. | $876.1K | 13,175 | 0.51% | 4q | HELD |
| Financial Symmetry Inc | $772.0K | 11,609 | 0.26% | 6q | HELD |
| Live Oak Private Wealth LLC | $768.2K | 11,552 | 0.10% | 4q | +24.5%+$151.4K |
| Apella Capital, LLC | $656.6K | 9,811 | 0.01% | 5q | HELD |
| BCO Wealth Management LLC | $551.0K | 8,285 | 0.30% | 5q | HELD |
| LPL Financial LLC | $523.9K | 7,877 | 0.00% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $498.2K | 7,401 | 0.00% | new | NEW |
| WINNACLE WEALTH LLC | $487.7K | 7,334 | 0.33% | 3q | +51.4%+$165.6K |
| Selective Wealth Management, Inc. | $472.5K | 7,017 | 0.12% | new | NEW |
| NWAM LLC | $470.3K | 7,072 | 0.02% | 4q | -5.3%-$26.1K |
| OPTIMA CAPITAL LLC | $311.2K | 4,680 | 0.12% | 2q | HELD |
| Signature Resources Capital Management, LLC | $310.2K | 4,664 | 0.12% | 5q | HELD |
| Cloud Capital Management, LLC | $304.0K | 4,576 | 0.11% | 2q | HELD |
| Monument Group Wealth Advisors, LLC | $301.8K | 3,504 | 0.14% | 4q | -22.5%-$87.6K |
| 25 LLC | $288.6K | 4,340 | 0.08% | 3q | +3.8%+$10.5K |
| MONOGRAPH WEALTH ADVISORS, LLC | $285.5K | 4,293 | 0.02% | 2q | HELD |
| WorthPointe, LLC | $278.1K | 4,182 | 0.07% | 3q | HELD |
| Triad Wealth Partners, LLC | $265.4K | 3,845 | 0.02% | new | NEW |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $230.0K | 3,458 | 0.00% | 2q | HELD |
| FIDUCIARY FINANCIAL GROUP, LLC | $202.2K | 3,040 | 0.02% | new | NEW |
| ROYAL BANK OF CANADA | $165.0K | 2,477 | 0.00% | 2q | +9.2%+$13.9K |
| RAFFA WEALTH MANAGEMENT, LLC | $157.6K | 2,370 | 0.02% | 6q | HELD |
| Farther Finance Advisors, LLC | $147.6K | 2,220 | 0.00% | 7q | +5.5%+$7.6K |
| EP Wealth Advisors, LLC | $134.9K | 2,028 | 0.00% | new | NEW |
| Concord Wealth Partners | $133.2K | 2,004 | 0.02% | new | NEW |
| WELLINGTON-ALTUS USA INC. | $112.8K | 1,900 | 0.08% | 2q | -61.9%-$183.4K |
| PNC Financial Services Group, Inc. | $97.4K | 1,465 | 0.00% | new | NEW |
| UBS Group AG | $82.2K | 1,236 | 0.00% | 2q | +404.5%+$65.9K |
| FIFTH THIRD BANCORP | $44.4K | 668 | 0.00% | new | NEW |
| CoreCap Advisors, LLC | $42.8K | 643 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $15.0K | 226 | 0.00% | new | NEW |
| Glass Jacobson Investment Advisors llc | $15.0K | 226 | 0.00% | 5q | HELD |
| AdvisorNet Financial, Inc | $11.4K | 171 | 0.00% | 2q | +0.6% |
| Global Retirement Partners, LLC | $10.6K | 160 | 0.00% | 4q | -2.4% |
| Atomic Invest LLC | $4.7K | 71 | 0.00% | new | NEW |
| IFG Advisory, LLC | $4.7K | 70 | 0.00% | new | NEW |
| MPWM ADVISORY SOLUTIONS, LLC | $2.8K | 42 | 0.00% | 3q | HELD |
| Horizon Investments, LLC | $1.4K | 21 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $1.2K | 18 | 0.00% | new | NEW |
| Capital Investment Advisory Services, LLC | $333 | 5 | 0.00% | 4q | HELD |
| OSAIC HOLDINGS, INC. | $266 | 4 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $0 | 0 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 75 | $365.8M | 5,498,814 | 23 | 27 | 8 | 0.0% |
| Q1 2026 | 52 | $286.0M | 4,817,317 | 9 | 29 | 2 | 0.0% |
| Q4 2025 | 51 | $270.3M | 4,522,366 | 8 | 26 | 4 | 0.0% |
| Q3 2025 | 43 | $170.9M | 2,924,162 | 10 | 22 | 4 | 0.0% |
| Q2 2025 | 36 | $145.6M | 2,684,842 | 16 | 12 | 4 | 0.0% |
| Q1 2025 | 24 | $120.1M | 2,389,896 | 12 | 7 | 2 | 0.0% |
| Q4 2024 | 14 | $64.3M | 1,216,225 | 8 | 3 | 0 | 0.0% |
| Q3 2024 | 6 | $60.6M | 1,149,332 | 6 | 0 | 0 | 0.0% |