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Dimensional US Vtor Eqty ETF (DXUV)

CUSIP: 25434V559 | NYSE | 93 institutional holders

Quarters

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025
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Institutional Holders — Q2 2026

Tencap Wealth Coaching, LLC1,208,060
25.5% of portfolio›$80.4M
Beacon Pointe Advisors, LLC785,013
0.2% of portfolio›$52.2M
BCR Wealth Strategies, LLC782,808
14.6% of portfolio›$52.1M
FMB Wealth Management327,365
8.0% of portfolio›$21.8M
RFG Advisory, LLC315,199
0.3% of portfolio›$21.0M
American Trust268,870
1.4% of portfolio›$17.9M
Pure Financial Advisors, LLC238,448
0.2% of portfolio›$15.9M
Versant Capital Management, Inc170,886
1.0% of portfolio›$11.4M
Corus Family Wealth Advisors118,194
5.4% of portfolio›$7.9M
LVZ, Inc.110,345
0.7% of portfolio›$7.3M
Envestnet Asset Management Inc106,712
0.0% of portfolio›$7.1M
Stage Harbor Financial, LLC92,079
3.5% of portfolio›$6.1M
Financial Harvest, LLC87,949
2.4% of portfolio›$5.8M
Assetmark, Inc67,150
0.0% of portfolio›$4.5M
Citigroup Inc57,489
0.0% of portfolio›$3.8M
Harbour Investments, Inc.51,847
0.0% of portfolio›$3.4M
Park Avenue Securities LLC47,075
0.0% of portfolio›$3.1M
Goldman Sachs Group Inc45,456
0.0% of portfolio›$3.0M
Private Advisor Group, LLC37,662
0.0% of portfolio›$2.5M
E-Wealth Partners, LLC36,389
1.7% of portfolio›$2.4M
Truist Financial Corp34,944
0.0% of portfolio›$2.3M
MML Investors Services, LLC31,154
0.0% of portfolio›$2.1M
Rockwood Wealth Management, LLC29,191
0.1% of portfolio›$1.9M
BIP Wealth, LLC28,851
0.1% of portfolio›$1.9M
Commonwealth Equity Services, LLC26,870
0.0% of portfolio›$1.8M
Vista Capital Partners, Inc.22,023
0.1% of portfolio›$1.5M
Vestia Personal Wealth Advisors21,209
0.6% of portfolio›$1.4M
Applied Capital LLC17,288
0.4% of portfolio›$1.1M
SwitchPoint Financial Planning, LLC17,034
0.7% of portfolio›$1.1M
Shepherd Financial Partners LLC15,203
0.1% of portfolio›$1.0M
CreativeOne Wealth, LLC15,122
0.0% of portfolio›$1.0M
Evanson Financial, LLC14,785
0.0% of portfolio›$983.2K
Financial Plan, Inc.13,692
0.1% of portfolio›$910.5K
Archvest Wealth Advisors, Inc.13,175
0.5% of portfolio›$876.1K
Financial Symmetry Inc11,609
0.3% of portfolio›$772.0K
Live Oak Private Wealth LLC11,552
0.1% of portfolio›$768.2K
Apella Capital, LLC9,811
0.0% of portfolio›$656.6K
BCO Wealth Management LLC8,285
0.3% of portfolio›$551.0K
LPL Financial LLC7,877
0.0% of portfolio›$523.9K
Wealth Enhancement Advisory Services, LLC7,401
0.0% of portfolio›$498.2K
Winnacle Wealth LLC7,334
0.3% of portfolio›$487.7K
Nwam LLC7,072
0.0% of portfolio›$470.3K
Selective Wealth Management, Inc.7,017
0.1% of portfolio›$472.5K
Optima Capital LLC4,680
0.1% of portfolio›$311.2K
Signature Resources Capital Management, LLC4,664
0.1% of portfolio›$310.2K
Cloud Capital Management, LLC4,576
0.1% of portfolio›$304.0K
25 LLC4,340
0.1% of portfolio›$288.6K
Monograph Wealth Advisors, LLC4,293
0.0% of portfolio›$285.5K
WorthPointe, LLC4,182
0.1% of portfolio›$278.1K
Triad Wealth Partners, LLC3,845
0.0% of portfolio›$265.4K
Monument Group Wealth Advisors, LLC3,504
0.1% of portfolio›$301.8K
Tiaa-Cref Individual & Institutional Services, LLC3,458
0.0% of portfolio›$230.0K
Fiduciary Financial Group, LLC3,040
0.0% of portfolio›$202.2K
Royal Bank of Canada2,477
0.0% of portfolio›$165.0K
Raffa Wealth Management, LLC2,370
0.0% of portfolio›$157.6K
Farther Finance Advisors, LLC2,220
0.0% of portfolio›$147.6K
EP Wealth Advisors, LLC2,028
0.0% of portfolio›$134.9K
Concord Wealth Partners2,004
0.0% of portfolio›$133.2K
Wellington-Altus USA Inc.1,900
0.1% of portfolio›$112.8K
PNC Financial Services Group, Inc.1,465
0.0% of portfolio›$97.4K
UBS Group AG1,236
0.0% of portfolio›$82.2K
Fifth Third Bancorp668
0.0% of portfolio›$44.4K
CoreCap Advisors, LLC643
0.0% of portfolio›$42.8K
Glass Jacobson Investment Advisors llc226
0.0% of portfolio›$15.0K
AdvisorNet Financial, Inc171
0.0% of portfolio›$11.4K
Global Retirement Partners, LLC160
0.0% of portfolio›$10.6K
Atomic Invest LLC71
0.0% of portfolio›$4.7K
IFG Advisory, LLC70
0.0% of portfolio›$4.7K
Mpwm Advisory Solutions, LLC42
0.0% of portfolio›$2.8K
Horizon Investments, LLC21
0.0% of portfolio›$1.4K
Jones Financial Companies Lllp18
0.0% of portfolio›$1.2K
Capital Investment Advisory Services, LLC5
0.0% of portfolio›$333
Osaic Holdings, Inc.4
0.0% of portfolio›$266
NewEdge Advisors, LLC0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Tencap Wealth Coaching, LLC
1,208,060$80.4M25.5%ETFVery LowSouth Jordan, UT2026-07-29
Beacon Pointe Advisors, LLC
785,013$52.2M0.2%ETFLowNewport Beach, CA2026-08-18
BCR Wealth Strategies, LLC
782,808$52.1M14.6%ETFVery LowVestavia, AL2026-07-31
FMB Wealth Management
327,365$21.8M8.0%ETFVery LowWestlake Village, CA2026-07-28
RFG Advisory, LLC
315,199$21.0M0.3%ETFMediumBirmingham, AL2026-07-15
American Trust
268,870$17.9M1.4%ETFLowLexington, KY2026-08-14
Pure Financial Advisors, LLC
238,448$15.9M0.2%IndexVery LowSan Diego, CA2026-08-17
Versant Capital Management, Inc
170,886$11.4M1.0%GARPLowPhoenix, AZ2026-07-02
Corus Family Wealth Advisors
118,194$7.9M5.4%GARPLowMckinney, TX2026-07-30
LVZ, Inc.
110,345$7.3M0.7%ETFLowHolland, MI2026-07-09
Envestnet Asset Management Inc
106,712$7.1M0.0%ETFLowBerwyn, PA2026-09-23
Stage Harbor Financial, LLC
92,079$6.1M3.5%ETFVery LowWestwood, MA2026-08-07
Financial Harvest, LLC
87,949$5.8M2.4%ETFVery LowWinter Park, FL2026-08-10
Assetmark, Inc
67,150$4.5M0.0%ETFLowConcord, CA2026-07-30
Citigroup Inc
57,489$3.8M0.0%CoreMediumNew York, NY2026-08-03
Harbour Investments, Inc.
51,847$3.4M0.0%ETFLowMadison, WI2026-08-12
Park Avenue Securities LLC
47,075$3.1M0.0%ETFMediumNew York, NY2026-07-20
Goldman Sachs Group Inc
45,456$3.0M0.0%CoreMediumNew York, NY2026-08-14
Private Advisor Group, LLC
37,662$2.5M0.0%ETFMediumMorristown, NJ2026-07-27
E-Wealth Partners, LLC
36,389$2.4M1.7%ETFLowMinnetonka, MN2026-08-17
Truist Financial Corp
34,944$2.3M0.0%CoreLowCharlotte, NC2026-07-28
MML Investors Services, LLC
31,154$2.1M0.0%IndexLowSpringfield, MA2026-08-07
Rockwood Wealth Management, LLC
29,191$1.9M0.1%ETFVery LowNew Hope, PA2026-07-13
BIP Wealth, LLC
28,851$1.9M0.1%ETFMediumAtlanta, GA2026-08-03
Commonwealth Equity Services, LLC
26,870$1.8M0.0%ETFLowWaltham, MA2026-07-29
Vista Capital Partners, Inc.
22,023$1.5M0.1%Deep ValueVery LowPortland, OR2026-07-24
Vestia Personal Wealth Advisors
21,209$1.4M0.6%ETFMediumFort Wayne, IN2026-08-10
Applied Capital LLC
17,288$1.1M0.4%ETFVery LowLittle Rock, AR2026-07-21
SwitchPoint Financial Planning, LLC
17,034$1.1M0.7%ETFVery LowLehi, UT2026-08-17
Shepherd Financial Partners LLC
15,203$1.0M0.1%ETFLowWinchester, MA2026-08-10
CreativeOne Wealth, LLC
15,122$1.0M0.0%ETFMediumOverland Park, KS2026-08-13
Evanson Financial, LLC
14,785$983.2K0.0%ETFN/AMclean, VA2026-07-07
Financial Plan, Inc.
13,692$910.5K0.1%ETFVery LowBellingham, WA2026-08-14
Archvest Wealth Advisors, Inc.
13,175$876.1K0.5%ETFLowConcord, CA2026-07-27
Financial Symmetry Inc
11,609$772.0K0.3%ETFVery LowRaleigh, NC2026-07-14
Live Oak Private Wealth LLC
11,552$768.2K0.1%ValueLowWilmington, NC2026-07-20
Apella Capital, LLC
9,811$656.6K0.0%ETFVery LowWest Hartford, CT2026-07-08
BCO Wealth Management LLC
8,285$551.0K0.3%ETFLowCarlsbad, NM2026-07-14
LPL Financial LLC
7,877$523.9K0.0%IndexVery LowFort Mill, SC2026-08-07
Wealth Enhancement Advisory Services, LLC
7,401$498.2K0.0%CoreLowPlymouth, MN2026-07-15
Winnacle Wealth LLC
7,334$487.7K0.3%CoreMediumWaco, TX2026-07-22
Nwam LLC
7,072$470.3K0.0%GrowthLowMercer Island, WA2026-07-23
Selective Wealth Management, Inc.
7,017$472.5K0.1%ETFLowForest, VA2026-07-20
Optima Capital LLC
4,680$311.2K0.1%ETFHighPortland, OR2026-07-24
Signature Resources Capital Management, LLC
4,664$310.2K0.1%ETFLowNewport Beach, CA2026-07-14
Cloud Capital Management, LLC
4,576$304.0K0.1%ETFLowSeattle, WA2026-08-13
25 LLC
4,340$288.6K0.1%ETFLowSt. Louis, MO2026-07-28
Monograph Wealth Advisors, LLC
4,293$285.5K0.0%ETFVery LowManhattan Beach, CA2026-08-14
WorthPointe, LLC
4,182$278.1K0.1%ETFLowLa Jolla, CA2026-07-31
Triad Wealth Partners, LLC
3,845$265.4K0.0%ETFMediumLawrence, KS2026-08-10
Monument Group Wealth Advisors, LLC
3,504$301.8K0.1%ETFHighConcord, MA2026-07-27
Tiaa-Cref Individual & Institutional Services, LLC
3,458$230.0K0.0%ETFN/ACharlotte, NC2026-08-10
Fiduciary Financial Group, LLC
3,040$202.2K0.0%ETFLowSan Rafael, CA2026-07-10
Royal Bank of Canada
2,477$165.0K0.0%CoreLowToronto, Australia2026-08-14
Raffa Wealth Management, LLC
2,370$157.6K0.0%IndexLowWashington, DC2026-07-27
Farther Finance Advisors, LLC
2,220$147.6K0.0%IndexLowSan Francisco, CA2026-07-17
EP Wealth Advisors, LLC
2,028$134.9K0.0%ETFLowTorrance, CA2026-08-12
Concord Wealth Partners
2,004$133.2K0.0%GrowthLowAbingdon, VA2026-07-27
Wellington-Altus USA Inc.
1,900$112.8K0.1%CoreMediumWinnipeg, Manitoba, Argentina2026-09-17
PNC Financial Services Group, Inc.
1,465$97.4K0.0%GrowthVery LowPittsburgh, PA2026-08-07
UBS Group AG
1,236$82.2K0.0%CoreMediumZurich, Switzerland2026-08-13
Fifth Third Bancorp
668$44.4K0.0%IndexVery LowCincinnati, OH2026-08-05
CoreCap Advisors, LLC
643$42.8K0.0%ETFMediumSouthfield, MI2026-07-06
Glass Jacobson Investment Advisors llc
226$15.0K0.0%ETFLowOwings Mills, MD2026-07-30
AdvisorNet Financial, Inc
171$11.4K0.0%ETFLowMinnetonka, MN2026-07-23
Global Retirement Partners, LLC
160$10.6K0.0%CoreLowSan Rafael, CA2026-08-06
Atomic Invest LLC
71$4.7K0.0%N/AN/ANew York, NY2026-09-25
IFG Advisory, LLC
70$4.7K0.0%ETFLowAtlanta, GA2026-08-14
Mpwm Advisory Solutions, LLC
42$2.8K0.0%ETFMediumAlpharetta, GA2026-08-13
Horizon Investments, LLC
21$1.4K0.0%CoreMediumCharlotte, NC2026-08-13
Jones Financial Companies Lllp
18$1.2K0.0%IndexLowDes Peres, MO2026-08-14
Capital Investment Advisory Services, LLC
5$3330.0%CoreMediumRaleigh, NC2026-07-23
Osaic Holdings, Inc.
4$2660.0%IndexLowScottsdale, AZ2026-08-14
NewEdge Advisors, LLC
0$00.0%CoreLowNew Orleans, LA2026-08-12