DIMENSIONAL ETF TRUST (DXUV)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
70
Reporting holders
$303.1M
Reported value
0.0%
Held as options
+21
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
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 |
| 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 |
| 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 |
| ENVESTNET ASSET MANAGEMENT INC | $7.1M | 106,712 | 0.00% | new | NEW |
| 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 |
| 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 |
| 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 |
| 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 |
| BCR Wealth Strategies, LLC | $52.1K | 782,808 | 14.62% | 8q | -0.8% |
| 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% |
| IFG Advisory, LLC | $4.7K | 70 | 0.00% | new | NEW |
| PARK AVENUE SECURITIES LLC | $3.1K | 47,075 | 0.02% | 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 |
| Cloud Capital Management, LLC | $304 | 4,576 | 0.11% | 2q | 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 | 70 | $303.1M | 4,555,672 | 21 | 27 | 6 | 0.0% |
| Q1 2026 | 49 | $238.6M | 4,018,885 | 7 | 28 | 2 | 0.0% |
| Q4 2025 | 49 | $225.9M | 3,779,242 | 7 | 25 | 4 | 0.0% |
| Q3 2025 | 40 | $88.6M | 1,515,916 | 10 | 19 | 4 | 0.0% |
| Q2 2025 | 32 | $69.7M | 1,284,933 | 16 | 8 | 4 | 0.0% |
| Q1 2025 | 20 | $56.4M | 1,122,174 | 9 | 6 | 2 | 0.0% |
| Q4 2024 | 13 | $30.2M | 570,809 | 8 | 2 | 0 | 0.0% |
| Q3 2024 | 5 | $27.2M | 516,099 | 5 | 0 | 0 | 0.0% |