Dimensional ETF Trust - DXUV
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Tencap Wealth Coaching, LLC | History | Added to | 1,208,060 | 80,392 | 25.49% | 26.74% | 1 | +11,607 | 0.97% | Q2 2026 | Jul 29, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 785,013 | 52,203 | 0.24% | 0.24% | 2 | +32,362 | 4.3% | Q2 2026 | Aug 18, 2026 |
| BCR Wealth Strategies, LLC | History | Reduced | 782,808 | 52,056 | 14.62% | 14.67% | 3 | -6,070 | -0.77% | Q2 2026 | Jul 31, 2026 |
| FMB WEALTH MANAGEMENT | History | Reduced | 327,365 | 21,769 | 8.01% | 8.04% | 4 | -272 | -0.08% | Q2 2026 | Jul 27, 2026 |
| RFG Advisory, LLC | History | Added to | 315,199 | 20,960 | 0.33% | 0.33% | 5 | +10,775 | 3.54% | Q2 2026 | Jul 15, 2026 |
| American Trust | History | Added to | 268,870 | 17,879 | 1.38% | 1.38% | 6 | +6,051 | 2.3% | Q2 2026 | Aug 14, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 238,448 | 15,856 | 0.2% | 0.2% | 7 | +7,456 | 3.23% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 170,886 | 11,363 | 1.02% | 0.24% | 8 | +129,742 | 315.34% | Q2 2026 | Jul 02, 2026 |
| Corus Family Wealth Advisors | History | Added to | 118,194 | 7,859 | 5.41% | 5.41% | 9 | +6,221 | 5.56% | Q2 2026 | Jul 30, 2026 |
| LVZ, Inc. | History | Added to | 110,345 | 7,337 | 0.75% | 0.71% | 10 | +5,925 | 5.67% | Q2 2026 | Jul 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 106,712 | 7,096 | 0.0% | — | 11 | +106,712 | New | Q2 2026 | Aug 03, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | Added to | 92,079 | 6,123 | 3.54% | 2.99% | 12 | +16,037 | 21.09% | Q2 2026 | Aug 07, 2026 |
| Financial Harvest, LLC | History | Added to | 87,949 | 5,848 | 2.42% | 2.59% | 13 | +13,938 | 18.83% | Q2 2026 | Aug 10, 2026 |
| ASSETMARK, INC | History | Added to | 67,150 | 4,465 | 0.01% | 0.01% | 14 | +3,370 | 5.28% | Q2 2026 | Jul 30, 2026 |
| CITIGROUP INC | History | New | 57,489 | 3,823 | 0.0% | — | 15 | +57,489 | New | Q2 2026 | Aug 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 51,847 | 3,447 | 0.05% | 0.05% | 16 | +723 | 1.41% | Q2 2026 | Aug 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 47,075 | 3,130 | 0.02% | — | 17 | +47,075 | New | Q2 2026 | Jul 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 45,456 | 3,022 | 0.0% | — | 18 | +45,456 | New | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 37,662 | 2,504 | 0.01% | 0.02% | 19 | -18,215 | -32.6% | Q2 2026 | Jul 27, 2026 |
| E-Wealth Partners, LLC | History | Reduced | 36,389 | 2,419 | 1.75% | 1.83% | 20 | -1,889 | -4.93% | Q2 2026 | Aug 17, 2026 |
| TRUIST FINANCIAL CORP | History | New | 34,944 | 2,335 | 0.0% | — | 21 | +34,944 | New | Q2 2026 | Jul 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 31,154 | 2,071 | 0.0% | 0.01% | 22 | -43,932 | -58.51% | Q2 2026 | Aug 07, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 29,191 | 1,941 | 0.12% | 0.12% | 23 | +1,364 | 4.9% | Q2 2026 | Jul 13, 2026 |
| BIP Wealth, LLC | History | Added to | 28,851 | 1,918 | 0.05% | 0.06% | 24 | +3,626 | 14.37% | Q2 2026 | Aug 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 26,870 | 1,786 | 0.0% | 0.0% | 25 | +15,954 | 146.15% | Q2 2026 | Jul 29, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Added to | 22,023 | 1,464 | 0.13% | 0.1% | 26 | +4,660 | 26.84% | Q2 2026 | Jul 23, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 21,209 | 1,410 | 0.55% | 0.58% | 27 | +403 | 1.94% | Q2 2026 | Aug 10, 2026 |
| Applied Capital LLC | History | Added to | 17,288 | 1,149 | 0.37% | 0.34% | 28 | +1,949 | 12.71% | Q2 2026 | Jul 21, 2026 |
| SwitchPoint Financial Planning, LLC | History | Added to | 17,034 | 1,132 | 0.65% | 0.64% | 29 | +1,235 | 7.82% | Q2 2026 | Aug 14, 2026 |
| Shepherd Financial Partners LLC | History | New | 15,203 | 1,011 | 0.08% | — | 30 | +15,203 | New | Q2 2026 | Aug 10, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 15,122 | 1,005 | 0.02% | 0.03% | 31 | -3,535 | -18.95% | Q2 2026 | Aug 13, 2026 |
| Evanson Financial, LLC | History | New | 14,785 | 983 | 0.05% | — | 32 | +14,785 | New | Q2 2026 | Jul 07, 2026 |
| Financial Plan, Inc. | History | Added to | 13,692 | 910 | 0.09% | 0.09% | 33 | +26 | 0.19% | Q2 2026 | Aug 14, 2026 |
| Evanson Asset Management, LLC | History | No change | 15,151 | 899 | 0.05% | 0.05% | 34 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Archvest Wealth Advisors, Inc. | History | Added to | 13,175 | 876 | 0.51% | 0.5% | 35 | +45 | 0.34% | Q2 2026 | Jul 27, 2026 |
| Financial Symmetry Inc | History | No change | 11,609 | 771 | 0.26% | 0.27% | 36 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Live Oak Private Wealth LLC | History | Added to | 11,552 | 768 | 0.1% | 0.08% | 37 | +2,277 | 24.55% | Q2 2026 | Jul 20, 2026 |
| Apella Capital, LLC | History | Added to | 9,811 | 656 | 0.01% | 0.01% | 38 | +14 | 0.14% | Q2 2026 | Jul 08, 2026 |
| BCO Wealth Management LLC | History | Added to | 8,285 | 550 | 0.3% | 0.29% | 39 | +30 | 0.36% | Q2 2026 | Jul 14, 2026 |
| LPL Financial LLC | History | New | 7,877 | 523 | 0.0% | — | 40 | +7,877 | New | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 7,401 | 498 | 0.0% | — | 41 | +7,401 | New | Q2 2026 | Jul 15, 2026 |
| WINNACLE WEALTH LLC | History | Added to | 7,334 | 487 | 0.33% | 0.22% | 42 | +2,490 | 51.4% | Q2 2026 | Jul 21, 2026 |
| Selective Wealth Management, Inc. | History | New | 7,017 | 472 | 0.12% | — | 43 | +7,017 | New | Q2 2026 | Jul 20, 2026 |
| NWAM LLC | History | Reduced | 7,072 | 470 | 0.02% | 0.03% | 44 | -393 | -5.26% | Q2 2026 | Jul 23, 2026 |
| OPTIMA CAPITAL LLC | History | No change | 4,680 | 311 | 0.12% | 0.13% | 45 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 4,664 | 310 | 0.12% | 0.13% | 46 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Cloud Capital Management, LLC | History | Added to | 4,576 | 304 | 0.11% | 0.12% | 47 | +12 | 0.26% | Q2 2026 | Aug 13, 2026 |
| Monument Group Wealth Advisors, LLC | History | Reduced | 3,504 | 301 | 0.14% | 0.15% | 48 | -1,017 | -22.5% | Q2 2026 | Jul 27, 2026 |
| 25 LLC | History | Added to | 4,340 | 288 | 0.08% | 0.08% | 49 | +158 | 3.78% | Q2 2026 | Jul 28, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 4,293 | 285 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WorthPointe, LLC | History | Added to | 4,182 | 278 | 0.07% | 0.07% | 51 | +5 | 0.12% | Q2 2026 | Jul 31, 2026 |
| Triad Wealth Partners, LLC | History | New | 3,845 | 265 | 0.02% | — | 52 | +3,845 | New | Q2 2026 | Aug 10, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 3,458 | 229 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | New | 3,040 | 202 | 0.02% | — | 54 | +3,040 | New | Q2 2026 | Jul 10, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,477 | 165 | 0.0% | 0.0% | 55 | +208 | 9.17% | Q2 2026 | Aug 14, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | Added to | 2,370 | 157 | 0.02% | 0.02% | 56 | +4 | 0.17% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,220 | 147 | 0.0% | 0.0% | 57 | +115 | 5.46% | Q2 2026 | Jul 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 2,028 | 134 | 0.0% | — | 58 | +2,028 | New | Q2 2026 | Aug 11, 2026 |
| Concord Wealth Partners | History | New | 2,004 | 133 | 0.02% | — | 59 | +2,004 | New | Q2 2026 | Jul 27, 2026 |
| WELLINGTON-ALTUS USA INC. | History | Reduced | 1,900 | 112 | 0.08% | 0.2% | 60 | -3,090 | -61.92% | Q2 2026 | Sep 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 1,465 | 97 | 0.0% | — | 61 | +1,465 | New | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | Added to | 1,236 | 82 | 0.0% | 0.0% | 62 | +991 | 404.49% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 668 | 44 | 0.0% | — | 63 | +668 | New | Q2 2026 | Aug 05, 2026 |
| CoreCap Advisors, LLC | History | New | 643 | 42 | 0.0% | — | 64 | +643 | New | Q2 2026 | Jul 06, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 226 | 15 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 171 | 11 | 0.0% | 0.0% | 66 | +1 | 0.59% | Q2 2026 | Jul 23, 2026 |
| Global Retirement Partners, LLC | History | New | 160 | 10 | 0.0% | — | 67 | +160 | New | Q2 2026 | Aug 06, 2026 |
| IFG Advisory, LLC | History | New | 70 | 4 | 0.0% | — | 68 | +70 | New | Q2 2026 | Aug 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 42 | 2 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Horizon Investments, LLC | History | New | 21 | 1 | 0.0% | — | 71 | +21 | New | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 18 | 1 | 0.0% | — | 70 | +18 | New | Q2 2026 | Aug 14, 2026 |
| Daytona Street Capital LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -6,644 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Silver Grove Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -1,281 | -100.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |