Skip to content

DXUV DIMENSIONAL ETF TRUST

Follow

SHS (fund)

15 managers (15 13F filers) reported a position in DXUV shares at 2024-12-31, 1,216,225 shares in all. 8 filers opened a position and 1 filer sold out during the quarter.

Managers
15
13F filers
15
New
8
Added
3
Reduced
1
Sold out
1
Shares held by filers
1,216,225

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BCR Wealth Strategies, LLC645,416$34.1M15.96%+12,18313F-HRTimeline
FMB WEALTH MANAGEMENT359,630$19M10.7%-1,44813F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP100,000$5.29M<0.01%013F-HRTimelineGroup
Pure Financial Advisors, LLC39,627$2.09M0.05%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,588$982K<0.01%new13F-HRTimelineGroup
VanderPol Investments L.L.C.10,486$554K1.21%new13F-HRTimeline
Applied Capital LLC9,495$502K0.26%+2,91913F-HRTimeline
CARDIFF PARK ADVISORS, LLC8,369$442K0.04%+17613F-HRTimeline
STAGE HARBOR FINANCIAL, LLC6,484$343K0.3%new13F-HRTimeline
Evanson Asset Management, LLC5,986$316K0.02%new13F-HRTimeline
Financial Harvest, LLC5,614$297K0.25%13F-HRTimeline
Versant Capital Management, Inc4,430$234K0.05%new13F-HRTimeline
Farther Finance Advisors, LLC1,800$95.1K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG300$15.9K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.