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Disclosery

DXUV DIMENSIONAL ETF TRUST

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SHS (fund)

51 managers (51 13F filers) reported a position in DXUV shares at 2025-12-31, 4,522,366 shares in all. 8 filers opened a position and 4 filers sold out during the quarter.

Managers
51
13F filers
51
New
8
Added
27
Reduced
4
Sold out
4
Shares held by filers
4,522,366

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Tencap Wealth Coaching, LLC1,183,364$70.8M26.79%13F-HRTimeline
BCR Wealth Strategies, LLC743,114$44.4M14.73%+14,84113F-HRTimeline
Beacon Pointe Advisors, LLC684,311$40.9M0.29%new13F-HRTimeline
FMB WEALTH MANAGEMENT328,843$19.7M7.76%-10,02313F-HRTimeline
RFG Advisory, LLC256,788$15.4M0.29%+3,45513F-HRTimeline
American Trust251,780$15.1M1.27%new13F-HRTimeline
Pure Financial Advisors, LLC199,595$11.9M0.18%+16,20113F-HRTimeline
LVZ, Inc.92,388$5.52M0.62%+11,06413F-HR/ATimeline
MML INVESTORS SERVICES, LLC89,863$5.37M0.01%+61213F-HRTimeline
Corus Family Wealth Advisors79,682$4.76M3.8%+18,79613F-HRTimeline
STAGE HARBOR FINANCIAL, LLC63,875$3.82M2.57%+11,49613F-HRTimeline
Financial Harvest, LLC62,461$3.73M2.31%+11,20913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC59,706$3.57M0.01%+7,65313F-HRTimelineGroup
Private Advisor Group, LLC50,373$3.01M0.01%+28,90013F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP45,000$2.69M<0.01%-55,00013F-HRTimelineGroup
Versant Capital Management, Inc37,794$2.26M0.28%+5,94313F-HRTimeline
E-Wealth Partners, LLC31,339$1.87M1.57%13F-HRTimeline
Rockwood Wealth Management, LLC27,111$1.62M0.12%+57913F-HRTimeline
VanderPol Investments L.L.C.22,377$1.34M2.55%+5,59913F-HRTimeline
BIP Wealth, LLC22,304$1.33M0.05%+2,55713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC18,657$1.12M0.03%new13F-HRTimelineGroup
SwitchPoint Financial Planning, LLC15,740$941K0.66%+75113F-HRTimeline
Applied Capital LLC15,166$907K0.35%+76513F-HRTimeline
Evanson Asset Management, LLC14,112$844K0.05%+31813F-HRTimeline
Financial Plan, Inc.12,845$768K0.09%13F-HRTimeline
VISTA CAPITAL PARTNERS, INC.12,639$756K0.07%+3,37713F-HRTimeline
Archvest Wealth Advisors, Inc.12,588$753K0.48%+52113F-HR/ATimeline
Financial Symmetry Inc11,609$694K0.28%013F-HRTimeline
Apella Capital, LLC10,030$600K0.01%+1913F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS8,911$552K0.28%-72513F-HRTimeline
BCO Wealth Management LLC8,118$485K0.3%+51013F-HRTimeline
NWAM LLC5,836$363K0.02%+89713F-HRTimeline
Live Oak Private Wealth LLC5,985$358K0.05%+2,55813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,776$345K<0.01%+64413F-HRTimeline
Daytona Street Capital LLC6,644$310K0.24%13F-HRTimeline
Signature Resources Capital Management,…4,664$279K0.14%+3,77913F-HRTimeline
Monument Group Wealth Advisors, LLC4,521$270K0.15%013F-HRTimeline
WorthPointe, LLC3,900$233K0.06%new13F-HRTimeline
25 LLC3,741$224K0.07%new13F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA3,458$207K<0.01%013F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC2,360$141K0.02%+46713F-HRTimeline
Farther Finance Advisors, LLC1,800$108K<0.01%013F-HRTimeline
WINNACLE WEALTH LLC497$29.8K0.02%new13F-HRTimeline
LRI Investments, LLC228$13.6K<0.01%+8613F-HRTimeline
Glass Jacobson Investment Advisors llc226$13.5K<0.01%013F-HRTimeline
Global Retirement Partners, LLC164$9.8K<0.01%-113F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC42$2.51K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL17$1.02K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC10$1K<0.01%new13F-HRTimelineGroup
Merited Wealth, LLC9$538<0.01%13F-HRTimeline
Capital Investment Advisory Services, L…5$299<0.01%013F-HRTimeline