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DXUV DIMENSIONAL ETF TRUST

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SHS (fund)

25 managers (25 13F filers) reported a position in DXUV shares at 2025-03-31, 2,389,896 shares in all. 12 filers opened a position and 2 filers sold out during the quarter.

Managers
25
13F filers
25
New
12
Added
7
Reduced
2
Sold out
2
Shares held by filers
2,389,896

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLC672,151$33.8M14.83%+26,73513F-HRTimeline
Hemington Wealth Management523,768$26.3M4.08%new13F-HRTimeline
RFG Advisory, LLC351,715$17.7M0.48%new13F-HRTimeline
FMB WEALTH MANAGEMENT340,455$17.1M9.47%-19,17513F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP100,000$5.03M<0.01%013F-HRTimelineGroup
Pure Financial Advisors, LLC99,924$5.02M0.11%+60,29713F-HRTimeline
MML INVESTORS SERVICES, LLC67,770$3.41M0.01%new13F-HRTimeline
LVZ, Inc.65,191$3.28M0.43%new13F-HRTimeline
Versant Capital Management, Inc48,459$2.44M0.41%+44,02913F-HRTimeline
STAGE HARBOR FINANCIAL, LLC18,699$940K0.8%+12,21513F-HRTimeline
Evanson Asset Management, LLC14,482$728K0.05%+8,49613F-HRTimeline
VanderPol Investments L.L.C.12,499$628K1.33%+2,01313F-HRTimeline
Applied Capital LLC11,261$566K0.28%+1,76613F-HRTimeline
Financial Symmetry Inc10,479$527K0.32%new13F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC9,520$478K0.07%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,344$470K<0.01%new13F-HR/ATimelineGroup
American Investment Services, Inc.8,370$421K0.07%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC8,369$421K0.04%013F-HRTimeline
BIP Wealth, LLC5,139$258K0.02%new13F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS4,772$240K0.19%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,033$203K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC1,800$90.8K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,632$82K0.02%new13F-HRTimeline
UBS Group AGin group UBS Group AG64$3.22K<0.01%-23613F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.