Skip to content
Disclosery

DXUV DIMENSIONAL ETF TRUST

Follow

SHS (fund)

53 managers (53 13F filers) reported a position in DXUV shares at 2026-03-31, 4,855,595 shares in all. 9 filers opened a position and 6 filers sold out during the quarter.

Managers
53
13F filers
53
New
9
Added
32
Reduced
3
Sold out
6
Shares held by filers
4,855,595

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Tencap Wealth Coaching, LLC1,196,453$71.1M26.74%+13,08913F-HRTimeline
BCR Wealth Strategies, LLC788,878$46.8M14.67%+45,76413F-HRTimeline
Beacon Pointe Advisors, LLC752,651$44.7M0.24%+68,34013F-HRTimeline
FMB WEALTH MANAGEMENT327,637$19.4M8.04%-1,20613F-HRTimeline
RFG Advisory, LLC304,424$18.1M0.33%+47,63613F-HRTimeline
American Trust262,819$15.6M1.38%+11,03913F-HRTimeline
Pure Financial Advisors, LLC230,992$13.7M0.2%+31,39713F-HRTimeline
Corus Family Wealth Advisors111,973$6.65M5.41%+32,29113F-HRTimeline
LVZ, Inc.104,420$6.2M0.71%+12,03213F-HRTimeline
STAGE HARBOR FINANCIAL, LLC76,042$4.51M2.99%+12,16713F-HRTimeline
MML INVESTORS SERVICES, LLC75,086$4.46M0.01%-14,77713F-HRTimeline
Financial Harvest, LLC74,011$4.39M2.59%+11,55013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC63,780$3.79M0.01%+4,07413F-HRTimelineGroup
Private Advisor Group, LLC55,877$3.32M0.02%+5,50413F-HRTimeline
HARBOUR INVESTMENTS, INC.51,124$3.03M0.05%new13F-HRTimeline
Versant Capital Management, Inc41,144$2.44M0.24%+3,35013F-HRTimeline
E-Wealth Partners, LLC38,278$2.27M1.84%+6,93913F-HRTimeline
Rockwood Wealth Management, LLC27,827$1.65M0.12%+71613F-HRTimeline
BIP Wealth, LLC25,225$1.5M0.06%+2,92113F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS20,806$1.23M0.58%+11,89513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC18,657$1.11M0.03%013F-HRTimelineGroup
VISTA CAPITAL PARTNERS, INC.17,363$1.03M0.1%+4,72413F-HRTimeline
SwitchPoint Financial Planning, LLC15,799$938K0.64%+5913F-HRTimeline
Applied Capital LLC15,339$910K0.34%+17313F-HRTimeline
Evanson Asset Management, LLC15,151$899K0.05%+1,03913F-HRTimeline
Financial Plan, Inc.13,666$811K0.09%+82113F-HRTimeline
Archvest Wealth Advisors, Inc.13,130$779K0.5%+54213F-HRTimeline
Financial Symmetry Inc11,609$746K0.27%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC10,916$648K<0.01%+5,14013F-HRTimeline
Apella Capital, LLC9,797$626K0.01%-23313F-HRTimeline
Live Oak Private Wealth LLC9,275$550K0.08%+3,29013F-HRTimeline
BCO Wealth Management LLC8,255$490K0.29%+13713F-HRTimeline
NWAM LLC7,465$443K0.03%+1,62913F-HRTimeline
WELLINGTON-ALTUS USA INC.4,990$332K0.2%new13F-HRTimeline
Daytona Street Capital LLC6,644$324K0.25%013F-HRTimeline
WINNACLE WEALTH LLC4,844$287K0.22%+4,34713F-HRTimeline
OPTIMA CAPITAL LLC4,680$278K0.13%new13F-HRTimeline
Signature Resources Capital Management,…4,664$277K0.13%013F-HRTimeline
Cloud Capital Management, LLC4,564$270K0.12%new13F-HRTimeline
Monument Group Wealth Advisors, LLC4,521$268K0.15%013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC4,293$255K0.02%new13F-HRTimeline
25 LLC4,182$248K0.08%+44113F-HRTimeline
WorthPointe, LLC4,177$248K0.07%+27713F-HRTimeline
TIAAgroup of 2 filers holding3,458$205K0Timeline
RAFFA WEALTH MANAGEMENT, LLC2,366$140K0.02%+613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,269$134K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC2,105$126K<0.01%+30513F-HRTimeline
Silver Grove Financial Group, Inc.1,281$76K0.06%new13F-HRTimeline
UBS Group AGin group UBS Group AG245$14.5K<0.01%new13F-HRTimelineGroup
Glass Jacobson Investment Advisors llc226$13.4K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc170$10.1K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC42$2.49K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…5$297<0.01%013F-HRTimeline