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Disclosery

DXUV DIMENSIONAL ETF TRUST

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SHS (fund)

43 managers (43 13F filers) reported a position in DXUV shares at 2025-09-30, 2,924,162 shares in all. 10 filers opened a position and 3 filers sold out during the quarter.

Managers
43
13F filers
43
New
10
Added
22
Reduced
6
Sold out
3
Shares held by filers
2,924,162

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC728,273$42.6M14.97%+20,75713F-HRTimeline
Hemington Wealth Management674,841$39.4M5.13%+67,37013F-HRTimeline
FMB WEALTH MANAGEMENT338,866$19.8M8.39%-1713F-HRTimeline
RFG Advisory, LLC253,333$14.8M0.31%+1,65313F-HRTimeline
Pure Financial Advisors, LLC183,394$10.7M0.17%+27,01513F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP100,000$5.84M<0.01%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC89,251$5.22M0.01%+8,68013F-HRTimeline
LVZ, Inc.81,324$4.75M0.54%+13,21013F-HRTimeline
Corus Family Wealth Advisors60,886$3.56M2.62%+23,63913F-HRTimeline
STAGE HARBOR FINANCIAL, LLC52,379$3.06M2.24%+7,00313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC52,053$3.04M0.01%+11,66313F-HRTimelineGroup
Financial Harvest, LLC51,252$3M2.02%+12,02113F-HRTimeline
Versant Capital Management, Inc31,851$1.86M0.25%+7,77213F-HRTimeline
Rockwood Wealth Management, LLC26,532$1.55M0.12%+1,30313F-HRTimeline
Private Advisor Group, LLC21,473$1.25M0.01%+7,98913F-HRTimeline
BIP Wealth, LLC19,747$1.15M0.06%+4,54413F-HRTimeline
VanderPol Investments L.L.C.16,778$993K1.93%+83813F-HRTimeline
SwitchPoint Financial Planning, LLC14,989$876K0.63%+3,27713F-HRTimeline
Applied Capital LLC14,401$842K0.34%+1,08513F-HRTimeline
Evanson Asset Management, LLC13,794$806K0.05%+2,98713F-HRTimeline
Archvest Wealth Advisors, Inc.12,067$705K0.63%new13F-HRTimeline
Financial Symmetry Inc11,609$678K0.3%+1,52813F-HRTimeline
Apella Capital, LLC10,011$576K0.01%-2,58013F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS9,636$563K0.33%+3,70813F-HRTimeline
VISTA CAPITAL PARTNERS, INC.9,262$541K0.06%+3,58713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,713$509K<0.01%-9,16713F-HRTimelineGroup
BCO Wealth Management LLC7,608$445K0.29%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,132$300K<0.01%+78113F-HRTimeline
NWAM LLC4,939$289K0.02%new13F-HR/ATimeline
Monument Group Wealth Advisors, LLC4,521$264K0.16%new13F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA3,458$202K<0.01%new13F-HRTimelineGroup
Live Oak Private Wealth LLC3,427$200K0.03%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,028$177K<0.01%new13F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC1,893$111K0.02%-313F-HRTimeline
Farther Finance Advisors, LLC1,800$105K<0.01%013F-HRTimeline
Signature Resources Capital Management,…885$51.7K0.03%013F-HRTimeline
Glass Jacobson Investment Advisors llc226$13.2K<0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC177$10.3K<0.01%-8,21513F-HRTimeline
Global Retirement Partners, LLC165$9.64K<0.01%-213F-HRTimeline
LRI Investments, LLC142$8.3K<0.01%new13F-HRTimeline
TRUST CO OF VERMONT24$1.4K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL17$993<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…5$292<0.01%new13F-HRTimeline