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 | 1,196,453 | 71,058 | 26.74% | 26.79% | 1 | +13,089 | 1.11% | Q1 2026 | Apr 17, 2026 |
| BCR Wealth Strategies, LLC | History | Added to | 788,878 | 46,819 | 14.67% | 14.73% | 2 | +45,764 | 6.16% | Q1 2026 | May 01, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 752,651 | 44,669 | 0.24% | 0.29% | 3 | +68,340 | 9.99% | Q1 2026 | May 15, 2026 |
| FMB WEALTH MANAGEMENT | History | Reduced | 327,637 | 19,445 | 8.04% | 7.76% | 4 | -1,206 | -0.37% | Q1 2026 | Apr 15, 2026 |
| RFG Advisory, LLC | History | Added to | 304,424 | 18,067 | 0.33% | 0.29% | 5 | +47,636 | 18.55% | Q1 2026 | Apr 17, 2026 |
| American Trust | History | Added to | 262,819 | 15,598 | 1.38% | 1.27% | 6 | +11,039 | 4.38% | Q1 2026 | May 01, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 230,992 | 13,709 | 0.2% | 0.19% | 7 | +31,397 | 15.73% | Q1 2026 | Apr 10, 2026 |
| Corus Family Wealth Advisors | History | Added to | 111,973 | 6,645 | 5.41% | 3.8% | 8 | +32,291 | 40.52% | Q1 2026 | Apr 28, 2026 |
| LVZ, Inc. | History | Added to | 104,420 | 6,197 | 0.71% | 0.62% | 9 | +12,032 | 13.02% | Q1 2026 | Apr 28, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | Added to | 76,042 | 4,513 | 2.99% | 2.57% | 10 | +12,167 | 19.05% | Q1 2026 | May 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 75,086 | 4,456 | 0.01% | 0.01% | 11 | -14,777 | -16.44% | Q1 2026 | May 04, 2026 |
| Financial Harvest, LLC | History | Added to | 74,011 | 4,392 | 2.59% | 2.3% | 12 | +11,550 | 18.49% | Q1 2026 | May 05, 2026 |
| ASSETMARK, INC | History | Added to | 63,780 | 3,785 | 0.01% | 0.01% | 13 | +4,074 | 6.82% | Q1 2026 | May 06, 2026 |
| Private Advisor Group, LLC | History | Added to | 55,877 | 3,316 | 0.02% | 0.01% | 14 | +5,504 | 10.93% | Q1 2026 | Apr 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 51,124 | 3,034 | 0.05% | — | 15 | +51,124 | New | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | Added to | 41,144 | 2,441 | 0.24% | 0.28% | 16 | +3,350 | 8.86% | Q1 2026 | Apr 06, 2026 |
| E-Wealth Partners, LLC | History | No change | 31,339 | 1,873 | 1.57% | 1.57% | 17 | 0 | 0.0% | Q4 2025 | May 13, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 27,827 | 1,651 | 0.12% | 0.12% | 18 | +716 | 2.64% | Q1 2026 | Apr 29, 2026 |
| BIP Wealth, LLC | History | Added to | 25,225 | 1,497 | 0.06% | 0.05% | 19 | +2,921 | 13.1% | Q1 2026 | Apr 27, 2026 |
| VanderPol Investments L.L.C. | History | No change | 22,377 | 1,337 | 2.32% | 2.32% | 20 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 20,806 | 1,234 | 0.58% | 0.28% | 21 | +11,895 | 133.49% | Q1 2026 | Apr 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 18,657 | 1,107 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Added to | 17,363 | 1,030 | 0.1% | 0.07% | 23 | +4,724 | 37.38% | Q1 2026 | May 05, 2026 |
| SwitchPoint Financial Planning, LLC | History | Added to | 15,799 | 937 | 0.64% | 0.66% | 24 | +59 | 0.37% | Q1 2026 | Apr 29, 2026 |
| Applied Capital LLC | History | Added to | 15,339 | 910 | 0.34% | 0.35% | 25 | +173 | 1.14% | Q1 2026 | Apr 22, 2026 |
| Evanson Asset Management, LLC | History | Added to | 15,151 | 899 | 0.05% | 0.05% | 26 | +1,039 | 7.36% | Q1 2026 | Apr 08, 2026 |
| Financial Plan, Inc. | History | Added to | 13,666 | 811 | 0.09% | 0.09% | 27 | +821 | 6.39% | Q1 2026 | Apr 24, 2026 |
| Archvest Wealth Advisors, Inc. | History | Added to | 13,130 | 779 | 0.5% | 0.48% | 28 | +542 | 4.31% | Q1 2026 | May 13, 2026 |
| Financial Symmetry Inc | History | No change | 11,609 | 746 | 0.27% | 0.28% | 29 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 10,916 | 647 | 0.0% | 0.0% | 30 | +5,140 | 88.99% | Q1 2026 | Apr 27, 2026 |
| Apella Capital, LLC | History | Reduced | 9,797 | 626 | 0.01% | 0.01% | 31 | -233 | -2.32% | Q1 2026 | Apr 20, 2026 |
| Live Oak Private Wealth LLC | History | Added to | 9,275 | 550 | 0.08% | 0.05% | 32 | +3,290 | 54.97% | Q1 2026 | Apr 20, 2026 |
| BCO Wealth Management LLC | History | Added to | 8,255 | 489 | 0.29% | 0.3% | 33 | +137 | 1.69% | Q1 2026 | Apr 16, 2026 |
| NWAM LLC | History | Added to | 7,465 | 443 | 0.03% | 0.02% | 34 | +1,629 | 27.91% | Q1 2026 | May 04, 2026 |
| Daytona Street Capital LLC | History | No change | 6,644 | 324 | 0.25% | 0.24% | 35 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| WINNOW WEALTH LLC | History | Added to | 4,844 | 287 | 0.22% | 0.02% | 36 | +4,347 | 874.65% | Q1 2026 | May 19, 2026 |
| OPTIMA CAPITAL LLC | History | New | 4,680 | 277 | 0.13% | — | 37 | +4,680 | New | Q1 2026 | May 04, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 4,664 | 276 | 0.13% | 0.14% | 38 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cloud Capital Management, LLC | History | New | 4,564 | 270 | 0.12% | — | 39 | +4,564 | New | Q1 2026 | May 12, 2026 |
| Monument Group Wealth Advisors, LLC | History | No change | 4,521 | 268 | 0.15% | 0.15% | 40 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | New | 4,293 | 254 | 0.02% | — | 41 | +4,293 | New | Q1 2026 | May 13, 2026 |
| 25 LLC | History | Added to | 4,182 | 248 | 0.08% | 0.07% | 42 | +441 | 11.79% | Q1 2026 | Apr 20, 2026 |
| WorthPointe, LLC | History | Added to | 4,177 | 247 | 0.07% | 0.06% | 43 | +277 | 7.1% | Q1 2026 | May 12, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 3,458 | 205 | 0.0% | — | 44 | +3,458 | New | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,269 | 134 | 0.0% | — | 45 | +2,269 | New | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,105 | 125 | 0.0% | 0.0% | 46 | +305 | 16.94% | Q1 2026 | Apr 07, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 1,281 | 76 | 0.06% | — | 47 | +1,281 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | New | 245 | 14 | 0.0% | — | 48 | +245 | New | Q1 2026 | May 05, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 226 | 13 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| AdvisorNet Financial, Inc | History | New | 170 | 10 | 0.0% | — | 50 | +170 | New | Q1 2026 | Apr 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 164 | 9 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 42 | 2 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -45,000 | -100.0% | Q1 2026 | May 07, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -3,458 | -100.0% | Q1 2026 | May 12, 2026 |
| LRI Investments, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -228 | -100.0% | Q1 2026 | Apr 30, 2026 |
| BLAIR WILLIAM & CO/IL | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q1 2026 | May 14, 2026 |
| Merited Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |