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Disclosery

DXUV DIMENSIONAL ETF TRUST

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SHS (fund)

37 managers (37 13F filers) reported a position in DXUV shares at 2025-06-30, 2,684,842 shares in all. 15 filers opened a position and 4 filers sold out during the quarter.

Managers
37
13F filers
37
New
15
Added
13
Reduced
5
Sold out
4
Shares held by filers
2,684,842

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BCR Wealth Strategies, LLC707,516$38.4M14.85%+35,36513F-HRTimeline
Hemington Wealth Management607,471$32.9M4.77%+83,70313F-HRTimeline
FMB WEALTH MANAGEMENT338,883$18.4M8.75%-1,57213F-HRTimeline
RFG Advisory, LLC251,680$13.6M0.32%-100,03513F-HRTimeline
Pure Financial Advisors, LLC156,379$8.48M0.15%+56,45513F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP100,000$5.42M<0.01%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC80,571$4.37M0.01%+12,80113F-HRTimeline
LVZ, Inc.68,114$3.69M0.44%+2,92313F-HRTimeline
STAGE HARBOR FINANCIAL, LLC45,376$2.46M2%+26,67713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC40,390$2.19M0.01%new13F-HRTimelineGroup
Financial Harvest, LLC39,231$2.13M1.59%new13F-HRTimeline
Corus Family Wealth Advisors37,247$2.02M1.43%new13F-HRTimeline
Rockwood Wealth Management, LLC25,229$1.37M0.12%new13F-HRTimeline
Versant Capital Management, Inc24,079$1.31M0.2%-24,38013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,880$970K<0.01%new13F-HRTimelineGroup
VanderPol Investments L.L.C.15,940$864K1.82%+3,44113F-HRTimeline
BIP Wealth, LLC15,203$824K0.05%+10,06413F-HRTimeline
Private Advisor Group, LLC13,484$731K<0.01%new13F-HRTimeline
Applied Capital LLC13,316$722K0.32%+2,05513F-HRTimeline
Apella Capital, LLC12,591$693K0.02%new13F-HRTimeline
SwitchPoint Financial Planning, LLC11,712$635K0.52%new13F-HRTimeline
Evanson Asset Management, LLC10,807$586K0.04%-3,67513F-HRTimeline
Financial Symmetry Inc10,081$547K0.28%-39813F-HRTimeline
CARDIFF PARK ADVISORS, LLC8,392$455K0.04%+2313F-HRTimeline
BCO Wealth Management LLC7,608$413K0.29%new13F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS5,928$321K0.22%+1,15613F-HRTimeline
VISTA CAPITAL PARTNERS, INC.5,675$308K0.03%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,351$236K<0.01%+31813F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,896$103K0.02%+26413F-HRTimeline
Farther Finance Advisors, LLC1,800$97.6K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,759$95.4K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,523$82.3K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC1,452$78.7K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…885$48K0.03%new13F-HRTimeline
Glass Jacobson Investment Advisors llc226$12.3K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC167$9.06K<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.