DXUVDIMENSIONAL ETF TRUST
CUSIP 25434V559 · Yahoo Finance ↗ · Google Finance ↗
Dimensional Etf Trust (DXUV) has 51 institutional holders in Filings Flow’s 13F database, together reporting 4.84M shares worth $287M as of Q1 2026. The largest reported holders are Tencap Wealth Coaching, LLC, Bcr Wealth Strategies, LLC, and Beacon Pointe Advisors, LLC.
Institutional Holders
51
Q1 2026
Reported Value
$287M
Ticker
DXUV
Quarters Tracked
7
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Tencap Wealth Coaching, LLC$266M AUM | 26.74% | $71M | 1.20M | Q1 2026 |
| BCR Wealth Strategies, LLC$319M AUM | 14.67% | $47M | 788.9K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.24% | $45M | 752.7K | Q1 2026 |
| Hemington Wealth Management$769M AUM | 5.13% | $39M | 674.8K | Q3 2025OLDER |
| FMB WEALTH MANAGEMENT$242M AUM | 8.04% | $19M | 327.6K | Q1 2026 |
| RFG Advisory, LLC$5.4B AUM | 0.33% | $18M | 304.4K | Q1 2026 |
| American Trust$1.1B AUM | 1.38% | $16M | 262.8K | Q1 2026 |
| Pure Financial Advisors, LLC$7.0B AUM | 0.20% | $14M | 231.0K | Q1 2026 |
| Corus Family Wealth Advisors$123M AUM | 5.41% | $7M | 112.0K | Q1 2026 |
| LVZ, Inc.$984M AUM | 0.71% | $6M | 104.4K | Q1 2026 |
| STAGE HARBOR FINANCIAL, LLC$151M AUM | 2.99% | $5M | 76.0K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $4M | 75.1K | Q1 2026 |
| Financial Harvest, LLC$170M AUM | 2.59% | $4M | 74.0K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.01% | $4M | 63.8K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $3M | 55.9K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.05% | $3M | 51.1K | Q1 2026 |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $3M | 45.0K | Q4 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.24% | $2M | 41.1K | Q1 2026 |
| E-Wealth Partners, LLC$124M AUM | 1.57% | $2M | 31.3K | Q1 2026 |
| Rockwood Wealth Management, LLC$1.4B AUM | 0.12% | $2M | 27.8K | Q1 2026 |
| BIP Wealth, LLC$2.5B AUM | 0.06% | $1M | 25.2K | Q1 2026 |
| VanderPol Investments L.L.C.$58M AUM | 2.33% | $1M | 22.4K | Q4 2025OLDER |
| VESTIA PERSONAL WEALTH ADVISORS$213M AUM | 0.58% | $1M | 20.8K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.03% | $1M | 18.7K | Q1 2026 |
| VISTA CAPITAL PARTNERS, INC.$994M AUM | 0.10% | $1M | 17.4K | Q1 2026 |
| SwitchPoint Financial Planning, LLC$147M AUM | 0.64% | $937,671 | 15.8K | Q1 2026 |
| Applied Capital LLC$268M AUM | 0.34% | $910,370 | 15.3K | Q1 2026 |
| Evanson Asset Management, LLC$1.9B AUM | 0.05% | $899,199 | 15.2K | Q1 2026 |
| Financial Plan, Inc.$933M AUM | 0.09% | $811,077 | 13.7K | Q1 2026 |
| Archvest Wealth Advisors, Inc.$155M AUM | 0.50% | $779,266 | 13.1K | Q1 2026 |
| Financial Symmetry Inc$281M AUM | 0.27% | $746,110 | 11.6K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $647,850 | 10.9K | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 0.01% | $626,025 | 9.8K | Q1 2026 |
| Live Oak Private Wealth LLC$717M AUM | 0.08% | $550,471 | 9.3K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $509,188 | 8.7K | Q3 2025OLDER |
| BCO Wealth Management LLC$166M AUM | 0.29% | $489,934 | 8.3K | Q1 2026 |
| NWAM LLC$1.7B AUM | 0.03% | $443,070 | 7.5K | Q1 2026 |
| Daytona Street Capital LLC$130M AUM | 0.25% | $324,427 | 6.6K | Q1 2026 |
| WINNOW WEALTH LLC$130M AUM | 0.22% | $287,494 | 4.8K | Q1 2026 |
| OPTIMA CAPITAL LLC$215M AUM | 0.13% | $277,758 | 4.7K | Q1 2026 |
| Signature Resources Capital Management, LLC$211M AUM | 0.13% | $276,808 | 4.7K | Q1 2026 |
| Cloud Capital Management, LLC$229M AUM | 0.12% | $270,000 | 4.6K | Q1 2026 |
| Monument Group Wealth Advisors, LLC$180M AUM | 0.15% | $268,321 | 4.5K | Q1 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC$1.1B AUM | 0.02% | $254,790 | 4.3K | Q1 2026 |
| 25 LLC$324M AUM | 0.08% | $248,191 | 4.2K | Q1 2026 |
| WorthPointe, LLC$369M AUM | 0.07% | $247,922 | 4.2K | Q1 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.00% | $206,719 | 3.5K | Q4 2025OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.00% | $205,232 | 3.5K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $176,946 | 3.0K | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $134,000 | 2.3K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $125,563 | 2.1K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $95,391 | 1.8K | Q2 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $82,311 | 1.5K | Q2 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $78,742 | 1.5K | Q2 2025OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 0.06% | $76,027 | 1.3K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $14,541 | 245 | Q1 2026 |
| LRI Investments, LLC$1.1B AUM | 0.00% | $13,614 | 228 | Q4 2025OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.00% | $13,414 | 226 | Q1 2026 |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.00% | $10,342 | 177 | Q3 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $10,113 | 170 | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $9,804 | 164 | Q4 2025OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.00% | $2,493 | 42 | Q1 2026 |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $1,403 | 24 | Q3 2025OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $1,016 | 17 | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $1,000 | 10 | Q4 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $297 | 5 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.