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 |
| FMB WEALTH MANAGEMENT | History | Reduced | 327,637 | 19,445 | 8.04% | 7.76% | 2 | -1,206 | -0.37% | Q1 2026 | Apr 15, 2026 |
| RFG Advisory, LLC | History | Added to | 304,424 | 18,067 | 0.33% | 0.29% | 3 | +47,636 | 18.55% | Q1 2026 | Apr 17, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 230,992 | 13,709 | 0.2% | 2.17% | 4 | +31,397 | 15.73% | Q1 2026 | Apr 10, 2026 |
| Versant Capital Management, Inc | History | Added to | 41,144 | 2,441 | 0.24% | 0.28% | 5 | +3,350 | 8.86% | Q1 2026 | Apr 06, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 20,806 | 1,234 | 0.58% | 0.28% | 6 | +11,895 | 133.49% | Q1 2026 | Apr 14, 2026 |
| Applied Capital LLC | History | Added to | 15,339 | 910 | 0.34% | 0.35% | 7 | +173 | 1.14% | Q1 2026 | Apr 22, 2026 |
| Evanson Asset Management, LLC | History | Added to | 15,151 | 899 | 0.05% | 0.05% | 8 | +1,039 | 7.36% | Q1 2026 | Apr 08, 2026 |
| Apella Capital, LLC | History | Reduced | 9,797 | 626 | 0.01% | 0.01% | 9 | -233 | -2.32% | Q1 2026 | Apr 20, 2026 |
| Live Oak Private Wealth LLC | History | Added to | 9,275 | 550 | 0.08% | 0.05% | 10 | +3,290 | 54.97% | Q1 2026 | Apr 20, 2026 |
| BCO Wealth Management LLC | History | Added to | 8,255 | 489 | 0.29% | 0.3% | 11 | +137 | 1.69% | Q1 2026 | Apr 16, 2026 |
| Daytona Street Capital LLC | History | No change | 6,644 | 324 | 0.25% | 0.24% | 12 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Monument Group Wealth Advisors, LLC | History | No change | 4,521 | 268 | 0.15% | 0.15% | 13 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| 25 LLC | History | Added to | 4,182 | 248 | 0.08% | 0.07% | 14 | +441 | 11.79% | Q1 2026 | Apr 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,105 | 125 | 0.0% | 0.0% | 15 | +305 | 16.94% | Q1 2026 | Apr 07, 2026 |
| AdvisorNet Financial, Inc | History | New | 170 | 10 | 0.0% | — | 16 | +170 | New | Q1 2026 | Apr 17, 2026 |
| BCR Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 14.73% | — | -743,114 | -100.0% | Q4 2025 | Jan 23, 2026 |
| Beacon Pointe Advisors, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -684,311 | -100.0% | Q4 2025 | Feb 18, 2026 |
| American Trust | History | Closed out | 0 | 0 | — | 1.27% | — | -251,780 | -100.0% | Q4 2025 | Feb 17, 2026 |
| LVZ, Inc. | History | Closed out | 0 | 0 | — | 0.62% | — | -92,388 | -100.0% | Q4 2025 | Feb 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -89,863 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Corus Family Wealth Advisors | History | Closed out | 0 | 0 | — | 3.8% | — | -79,682 | -100.0% | Q4 2025 | Feb 04, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | Closed out | 0 | 0 | — | 2.57% | — | -63,875 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Financial Harvest, LLC | History | Closed out | 0 | 0 | — | 2.3% | — | -62,461 | -100.0% | Q4 2025 | Feb 10, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -59,706 | -100.0% | Q4 2025 | Jan 23, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -50,373 | -100.0% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -45,000 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Rockwood Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -27,111 | -100.0% | Q4 2025 | Jan 29, 2026 |
| VanderPol Investments L.L.C. | History | Closed out | 0 | 0 | — | 2.32% | — | -22,377 | -100.0% | Q4 2025 | Feb 04, 2026 |
| BIP Wealth, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -22,304 | -100.0% | Q4 2025 | Jan 21, 2026 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -18,657 | -100.0% | Q4 2025 | Feb 13, 2026 |
| SwitchPoint Financial Planning, LLC | History | Closed out | 0 | 0 | — | 0.66% | — | -15,740 | -100.0% | Q4 2025 | Feb 17, 2026 |
| Financial Plan, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -12,845 | -100.0% | Q4 2025 | Jan 28, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Closed out | 0 | 0 | — | 0.07% | — | -12,639 | -100.0% | Q4 2025 | Feb 02, 2026 |
| Archvest Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.48% | — | -12,588 | -100.0% | Q4 2025 | Feb 13, 2026 |
| Financial Symmetry Inc | History | Closed out | 0 | 0 | — | 0.28% | — | -11,609 | -100.0% | Q4 2025 | Jan 28, 2026 |
| NWAM LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,836 | -100.0% | Q4 2025 | Feb 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,776 | -100.0% | Q4 2025 | Feb 12, 2026 |
| Signature Resources Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -4,664 | -100.0% | Q4 2025 | Jan 21, 2026 |
| WorthPointe, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,900 | -100.0% | Q4 2025 | Jan 26, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -3,458 | -100.0% | Q4 2025 | Feb 11, 2026 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -497 | -100.0% | Q4 2025 | Feb 11, 2026 |
| LRI Investments, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -228 | -100.0% | Q4 2025 | Feb 04, 2026 |
| Glass Jacobson Investment Advisors llc | History | Closed out | 0 | 0 | — | 0.0% | — | -226 | -100.0% | Q4 2025 | Jan 22, 2026 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -164 | -100.0% | Q4 2025 | Feb 06, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q4 2025 | Jan 26, 2026 |
| Merited Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q4 2025 | Mar 26, 2026 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q4 2025 | Jan 21, 2026 |