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Disclosery

DXUV DIMENSIONAL ETF TRUST

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SHS (fund)

73 managers (73 13F filers) reported a position in DXUV shares at 2026-06-30, 5,389,976 shares in all. 22 filers opened a position and 2 filers sold out during the quarter.

Managers
73
13F filers
73
New
22
Added
33
Reduced
8
Sold out
2
Shares held by filers
5,389,976

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Tencap Wealth Coaching, LLC1,208,060$80.4M25.49%+11,60713F-HRTimeline
Beacon Pointe Advisors, LLC785,013$52.2M0.24%+32,36213F-HRTimeline
BCR Wealth Strategies, LLC782,808$52.1M14.62%-6,07013F-HRTimeline
FMB WEALTH MANAGEMENT327,365$21.8M8.01%-27213F-HRTimeline
RFG Advisory, LLC315,199$21M0.33%+10,77513F-HRTimeline
American Trust268,870$17.9M1.38%+6,05113F-HRTimeline
Pure Financial Advisors, LLC238,448$15.9M0.2%+7,45613F-HRTimeline
Versant Capital Management, Inc170,886$11.4M1.02%+129,74213F-HRTimeline
Corus Family Wealth Advisors118,194$7.86M5.41%+6,22113F-HRTimeline
LVZ, Inc.110,345$7.34M0.75%+5,92513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC106,712$7.1M<0.01%new13F-HRTimelineGroup
STAGE HARBOR FINANCIAL, LLC92,079$6.12M3.54%+16,03713F-HRTimeline
Financial Harvest, LLC87,949$5.85M2.42%+13,93813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC67,150$4.47M0.01%+3,37013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC57,489$3.82M<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.51,847$3.45M0.05%+72313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC47,075$3.13M0.02%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC45,456$3.02M<0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC37,662$2.5M0.01%-18,21513F-HRTimeline
E-Wealth Partners, LLC36,389$2.42M1.75%-1,88913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP34,944$2.34M<0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC31,154$2.07M<0.01%-43,93213F-HRTimeline
Rockwood Wealth Management, LLC29,191$1.94M0.12%+1,36413F-HRTimeline
BIP Wealth, LLC28,851$1.92M0.05%+3,62613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC26,870$1.79M<0.01%+15,95413F-HRTimeline
VISTA CAPITAL PARTNERS, INC.22,023$1.46M0.13%+4,66013F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS21,209$1.41M0.55%+40313F-HRTimeline
Applied Capital LLC17,288$1.15M0.37%+1,94913F-HRTimeline
SwitchPoint Financial Planning, LLC17,034$1.13M0.65%+1,23513F-HRTimeline
Shepherd Financial Partners LLC15,203$1.01M0.08%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC15,122$1.01M0.02%-3,53513F-HRTimelineGroup
Evanson Financial, LLC14,785$983K0.05%13F-HRTimeline
Financial Plan, Inc.13,692$911K0.09%+2613F-HRTimeline
Archvest Wealth Advisors, Inc.13,175$876K0.51%+4513F-HRTimeline
Financial Symmetry Inc11,609$772K0.26%013F-HRTimeline
Live Oak Private Wealth LLC11,552$768K0.1%+2,27713F-HRTimeline
Apella Capital, LLC9,811$657K0.01%+1413F-HRTimeline
BCO Wealth Management LLC8,285$551K0.3%+3013F-HRTimeline
LPL Financial LLC7,877$524K<0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,401$498K<0.01%new13F-HRTimeline
WINNACLE WEALTH LLC7,334$488K0.33%+2,49013F-HRTimeline
Selective Wealth Management, Inc.7,017$473K0.12%new13F-HRTimeline
NWAM LLC7,072$470K0.02%-39313F-HRTimeline
OPTIMA CAPITAL LLC4,680$311K0.12%013F-HRTimeline
Signature Resources Capital Management,…4,664$310K0.12%013F-HRTimeline
Cloud Capital Management, LLC4,576$304K0.11%+1213F-HRTimeline
Monument Group Wealth Advisors, LLC3,504$302K0.14%-1,01713F-HRTimeline
25 LLC4,340$289K0.08%+15813F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC4,293$285K0.02%013F-HRTimeline
WorthPointe, LLC4,182$278K0.07%+513F-HRTimeline
Triad Wealth Partners, LLC3,845$265K0.02%new13F-HRTimeline
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SE…in group TIAA3,458$230K<0.01%013F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC3,040$202K0.02%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,477$165K<0.01%+20813F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC2,370$158K0.02%+413F-HRTimeline
Farther Finance Advisors, LLC2,220$148K<0.01%+11513F-HRTimeline
EP Wealth Advisors, LLC2,028$135K<0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners2,004$133K0.02%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,465$97.4K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,236$82.2K<0.01%+99113F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…668$44.4K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC643$42.8K<0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc226$15K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc171$11.4K<0.01%+113F-HRTimeline
Global Retirement Partners, LLC160$10.6K<0.01%13F-HRTimeline
Atomic Invest LLC71$4.7K<0.01%new13F-HRTimeline
IFG Advisory, LLC70$4.67K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC42$2.79K<0.01%013F-HRTimeline
Horizon Investments, LLC21$1.4K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP18$1.19K<0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…5$333<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4$266<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.