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Dimensional US Vtor Eqty ETF (DXUV)

Q1 2026 vs Q2 2026

Comparing institutional holders between quarters

Quarters

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Tencap Wealth Coaching, LLC
INCREASED
Shares1,208,060 from 1,196,453
Change+11,607 (+1%)
Value$80.4M (+$9.3M)
Filed 2026-07-29
Beacon Pointe Advisors, LLC
INCREASED
Shares785,013 from 752,651
Change+32,362 (+4%)
Value$52.2M (+$7.5M)
Filed 2026-08-18
BCR Wealth Strategies, LLC
DECREASED
Shares782,808 from 788,878
Change-6,070 (-1%)
Value$52.1M (+$52.0M)
Filed 2026-07-31
FMB Wealth Management
DECREASED
Shares327,365 from 327,637
Change-272 (0%)
Value$21.8M (+$2.3M)
Filed 2026-07-28
RFG Advisory, LLC
INCREASED
Shares315,199 from 304,424
Change+10,775 (+4%)
Value$21.0M (+$2.9M)
Filed 2026-07-15
American Trust
INCREASED
Shares268,870 from 262,819
Change+6,051 (+2%)
Value$17.9M (+$2.3M)
Filed 2026-08-14
Pure Financial Advisors, LLC
INCREASED
Shares238,448 from 230,992
Change+7,456 (+3%)
Value$15.9M (+$2.1M)
Filed 2026-08-17
Versant Capital Management, Inc
INCREASED
Shares170,886 from 41,144
Change+129,742 (+315%)
Value$11.4M (+$8.9M)
Filed 2026-07-02
Corus Family Wealth Advisors
INCREASED
Shares118,194 from 111,973
Change+6,221 (+6%)
Value$7.9M (+$1.2M)
Filed 2026-07-30
LVZ, Inc.
INCREASED
Shares110,345 from 104,420
Change+5,925 (+6%)
Value$7.3M (+$1.1M)
Filed 2026-07-09
Envestnet Asset Management Inc
NEW
Shares106,712
Change+106,712
Value$7.1M
Filed 2026-09-23
Stage Harbor Financial, LLC
INCREASED
Shares92,079 from 76,042
Change+16,037 (+21%)
Value$6.1M (+$1.6M)
Filed 2026-08-07
Financial Harvest, LLC
INCREASED
Shares87,949 from 74,011
Change+13,938 (+19%)
Value$5.8M (+$1.5M)
Filed 2026-08-10
Assetmark, Inc
INCREASED
Shares67,150 from 63,780
Change+3,370 (+5%)
Value$4.5M (+$680.1K)
Filed 2026-07-30
Citigroup Inc
NEW
Shares57,489
Change+57,489
Value$3.8M
Filed 2026-08-03
Harbour Investments, Inc.
INCREASED
Shares51,847 from 51,124
Change+723 (+1%)
Value$3.4M (+$413.6K)
Filed 2026-08-12
Park Avenue Securities LLC
NEW
Shares47,075
Change+47,075
Value$3.1M
Filed 2026-07-20
Goldman Sachs Group Inc
NEW
Shares45,456
Change+45,456
Value$3.0M
Filed 2026-08-14
Private Advisor Group, LLC
DECREASED
Shares37,662 from 55,877
Change-18,215 (-33%)
Value$2.5M (-$811.8K)
Filed 2026-07-27
E-Wealth Partners, LLC
DECREASED
Shares36,389 from 38,278
Change-1,889 (-5%)
Value$2.4M (+$148.1K)
Filed 2026-08-17
Truist Financial Corp
NEW
Shares34,944
Change+34,944
Value$2.3M
Filed 2026-07-28
MML Investors Services, LLC
DECREASED
Shares31,154 from 75,086
Change-43,932 (-59%)
Value$2.1M (-$2.4M)
Filed 2026-08-07
Rockwood Wealth Management, LLC
INCREASED
Shares29,191 from 27,827
Change+1,364 (+5%)
Value$1.9M (+$289.7K)
Filed 2026-07-13
BIP Wealth, LLC
INCREASED
Shares28,851 from 25,225
Change+3,626 (+14%)
Value$1.9M (+$421.5K)
Filed 2026-08-03
Commonwealth Equity Services, LLC
INCREASED
Shares26,870 from 10,916
Change+15,954 (+146%)
Value$1.8M (+$1.1M)
Filed 2026-07-29
Vista Capital Partners, Inc.
INCREASED
Shares22,023 from 17,363
Change+4,660 (+27%)
Value$1.5M (+$434.1K)
Filed 2026-07-24
Vestia Personal Wealth Advisors
INCREASED
Shares21,209 from 20,806
Change+403 (+2%)
Value$1.4M (+$175.5K)
Filed 2026-08-10
Applied Capital LLC
INCREASED
Shares17,288 from 15,339
Change+1,949 (+13%)
Value$1.1M (+$239.3K)
Filed 2026-07-21
SwitchPoint Financial Planning, LLC
INCREASED
Shares17,034 from 15,799
Change+1,235 (+8%)
Value$1.1M (+$195.1K)
Filed 2026-08-17
Shepherd Financial Partners LLC
NEW
Shares15,203
Change+15,203
Value$1.0M
Filed 2026-08-10
CreativeOne Wealth, LLC
DECREASED
Shares15,122 from 18,657
Change-3,535 (-19%)
Value$1.0M (-$101.7K)
Filed 2026-08-13
Evanson Financial, LLC
NEW
Shares14,785
Change+14,785
Value$983.2K
Filed 2026-07-07
Financial Plan, Inc.
INCREASED
Shares13,692 from 13,666
Change+26 (+0%)
Value$910.5K (+$99.4K)
Filed 2026-08-14
Archvest Wealth Advisors, Inc.
INCREASED
Shares13,175 from 13,130
Change+45 (+0%)
Value$876.1K (+$96.9K)
Filed 2026-07-27
Financial Symmetry Inc
UNCHANGED
Shares11,609 from 11,609
Change0 (0%)
Value$772.0K (+$25.9K)
Filed 2026-07-14
Live Oak Private Wealth LLC
INCREASED
Shares11,552 from 9,275
Change+2,277 (+25%)
Value$768.2K (+$217.7K)
Filed 2026-07-20
Apella Capital, LLC
INCREASED
Shares9,811 from 9,797
Change+14 (+0%)
Value$656.6K (+$30.5K)
Filed 2026-07-08
BCO Wealth Management LLC
INCREASED
Shares8,285 from 8,255
Change+30 (+0%)
Value$551.0K (+$61.0K)
Filed 2026-07-14
LPL Financial LLC
NEW
Shares7,877
Change+7,877
Value$523.9K
Filed 2026-08-07
Wealth Enhancement Advisory Services, LLC
NEW
Shares7,401
Change+7,401
Value$498.2K
Filed 2026-07-15
Winnacle Wealth LLC
INCREASED
Shares7,334 from 4,844
Change+2,490 (+51%)
Value$487.7K (+$200.2K)
Filed 2026-07-22
Nwam LLC
DECREASED
Shares7,072 from 7,465
Change-393 (-5%)
Value$470.3K (+$27.2K)
Filed 2026-07-23
Selective Wealth Management, Inc.
NEW
Shares7,017
Change+7,017
Value$472.5K
Filed 2026-07-20
Optima Capital LLC
UNCHANGED
Shares4,680 from 4,680
Change0 (0%)
Value$311.2K (+$33.5K)
Filed 2026-07-24
Signature Resources Capital Management, LLC
UNCHANGED
Shares4,664 from 4,664
Change0 (0%)
Value$310.2K (+$33.3K)
Filed 2026-07-14
Cloud Capital Management, LLC
INCREASED
Shares4,576 from 4,564
Change+12 (+0%)
Value$304.0K (+$303.7K)
Filed 2026-08-13
25 LLC
INCREASED
Shares4,340 from 4,182
Change+158 (+4%)
Value$288.6K (+$40.4K)
Filed 2026-07-28
Monograph Wealth Advisors, LLC
UNCHANGED
Shares4,293 from 4,293
Change0 (0%)
Value$285.5K (+$30.7K)
Filed 2026-08-14
WorthPointe, LLC
INCREASED
Shares4,182 from 4,177
Change+5 (+0%)
Value$278.1K (+$30.2K)
Filed 2026-07-31
Triad Wealth Partners, LLC
NEW
Shares3,845
Change+3,845
Value$265.4K
Filed 2026-08-10
Monument Group Wealth Advisors, LLC
DECREASED
Shares3,504 from 4,521
Change-1,017 (-22%)
Value$301.8K (+$33.5K)
Filed 2026-07-27
Tiaa-Cref Individual & Institutional Services, LLC
UNCHANGED
Shares3,458 from 3,458
Change0 (0%)
Value$230.0K (+$24.7K)
Filed 2026-08-10
Fiduciary Financial Group, LLC
NEW
Shares3,040
Change+3,040
Value$202.2K
Filed 2026-07-10
Royal Bank of Canada
INCREASED
Shares2,477 from 2,269
Change+208 (+9%)
Value$165.0K (+$31.0K)
Filed 2026-08-14
Raffa Wealth Management, LLC
INCREASED
Shares2,370 from 2,366
Change+4 (+0%)
Value$157.6K (+$17.2K)
Filed 2026-07-27
Farther Finance Advisors, LLC
INCREASED
Shares2,220 from 2,105
Change+115 (+5%)
Value$147.6K (+$22.1K)
Filed 2026-07-17
EP Wealth Advisors, LLC
NEW
Shares2,028
Change+2,028
Value$134.9K
Filed 2026-08-12
Concord Wealth Partners
NEW
Shares2,004
Change+2,004
Value$133.2K
Filed 2026-07-27
Wellington-Altus USA Inc.
DECREASED
Shares1,900 from 4,990
Change-3,090 (-62%)
Value$112.8K (-$219.1K)
Filed 2026-09-17
PNC Financial Services Group, Inc.
NEW
Shares1,465
Change+1,465
Value$97.4K
Filed 2026-08-07
UBS Group AG
INCREASED
Shares1,236 from 245
Change+991 (+404%)
Value$82.2K (+$67.7K)
Filed 2026-08-13
Fifth Third Bancorp
NEW
Shares668
Change+668
Value$44.4K
Filed 2026-08-05
CoreCap Advisors, LLC
NEW
Shares643
Change+643
Value$42.8K
Filed 2026-07-06
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares226 from 226
Change0 (0%)
Value$15.0K (+$1.6K)
Filed 2026-07-30
AdvisorNet Financial, Inc
INCREASED
Shares171 from 170
Change+1 (+1%)
Value$11.4K (+$1.2K)
Filed 2026-07-23
Global Retirement Partners, LLC
NEW
Shares160
Change+160
Value$10.6K
Filed 2026-08-06
Atomic Invest LLC
NEW
Shares71
Change+71
Value$4.7K
Filed 2026-09-25
IFG Advisory, LLC
NEW
Shares70
Change+70
Value$4.7K
Filed 2026-08-14
Mpwm Advisory Solutions, LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$2.8K (+$300)
Filed 2026-08-13
Horizon Investments, LLC
NEW
Shares21
Change+21
Value$1.4K
Filed 2026-08-13
Jones Financial Companies Lllp
NEW
Shares18
Change+18
Value$1.2K
Filed 2026-08-14
Capital Investment Advisory Services, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$333 (+$36)
Filed 2026-07-23
Osaic Holdings, Inc.
NEW
Shares4
Change+4
Value$266
Filed 2026-08-14
NewEdge Advisors, LLC
NEW
Shares0
Change0
Value$0
Filed 2026-08-12
Daytona Street Capital LLC
CLOSED
Shares0 from 6,644
Change-6,644 (-100%)
Value$0 (-$324.4K)
Filed 2026-08-03
Silver Grove Financial Group, Inc.
CLOSED
Shares0 from 1,281
Change-1,281 (-100%)
Value$0 (-$76.0K)
Filed 2026-08-13
Evanson Asset Management, LLC
N/A
Shares— from 15,151
Change-15,151 (-100%)
Value—
Status
Tencap Wealth Coaching, LLC
INCREASED1,208,0601,196,453+11,607+1%$71.1M$80.4M+$9.3M2026-07-29
Beacon Pointe Advisors, LLC
INCREASED785,013752,651+32,362+4%$44.7M$52.2M+$7.5M2026-08-18
BCR Wealth Strategies, LLC
DECREASED782,808788,878-6,070-1%$46.8K$52.1M+$52.0M2026-07-31
FMB Wealth Management
DECREASED327,365327,637-2720%$19.4M$21.8M+$2.3M2026-07-28
RFG Advisory, LLC
INCREASED315,199304,424+10,775+4%$18.1M$21.0M+$2.9M2026-07-15
American Trust
INCREASED268,870262,819+6,051+2%$15.6M$17.9M+$2.3M2026-08-14
Pure Financial Advisors, LLC
INCREASED238,448230,992+7,456+3%$13.7M$15.9M+$2.1M2026-08-17
Versant Capital Management, Inc
INCREASED170,88641,144+129,742+315%$2.4M$11.4M+$8.9M2026-07-02
Corus Family Wealth Advisors
INCREASED118,194111,973+6,221+6%$6.6M$7.9M+$1.2M2026-07-30
LVZ, Inc.
INCREASED110,345104,420+5,925+6%$6.2M$7.3M+$1.1M2026-07-09
Envestnet Asset Management Inc
NEW106,712—+106,712——$7.1M—2026-09-23
Stage Harbor Financial, LLC
INCREASED92,07976,042+16,037+21%$4.5M$6.1M+$1.6M2026-08-07
Financial Harvest, LLC
INCREASED87,94974,011+13,938+19%$4.4M$5.8M+$1.5M2026-08-10
Assetmark, Inc
INCREASED67,15063,780+3,370+5%$3.8M$4.5M+$680.1K2026-07-30
Citigroup Inc
NEW57,489—+57,489——$3.8M—2026-08-03
Harbour Investments, Inc.
INCREASED51,84751,124+723+1%$3.0M$3.4M+$413.6K2026-08-12
Park Avenue Securities LLC
NEW47,075—+47,075——$3.1M—2026-07-20
Goldman Sachs Group Inc
NEW45,456—+45,456——$3.0M—2026-08-14
Private Advisor Group, LLC
DECREASED37,66255,877-18,215-33%$3.3M$2.5M-$811.8K2026-07-27
E-Wealth Partners, LLC
DECREASED36,38938,278-1,889-5%$2.3M$2.4M+$148.1K2026-08-17
Truist Financial Corp
NEW34,944—+34,944——$2.3M—2026-07-28
MML Investors Services, LLC
DECREASED31,15475,086-43,932-59%$4.5M$2.1M-$2.4M2026-08-07
Rockwood Wealth Management, LLC
INCREASED29,19127,827+1,364+5%$1.7M$1.9M+$289.7K2026-07-13
BIP Wealth, LLC
INCREASED28,85125,225+3,626+14%$1.5M$1.9M+$421.5K2026-08-03
Commonwealth Equity Services, LLC
INCREASED26,87010,916+15,954+146%$647.9K$1.8M+$1.1M2026-07-29
Vista Capital Partners, Inc.
INCREASED22,02317,363+4,660+27%$1.0M$1.5M+$434.1K2026-07-24
Vestia Personal Wealth Advisors
INCREASED21,20920,806+403+2%$1.2M$1.4M+$175.5K2026-08-10
Applied Capital LLC
INCREASED17,28815,339+1,949+13%$910.4K$1.1M+$239.3K2026-07-21
SwitchPoint Financial Planning, LLC
INCREASED17,03415,799+1,235+8%$937.7K$1.1M+$195.1K2026-08-17
Shepherd Financial Partners LLC
NEW15,203—+15,203——$1.0M—2026-08-10
CreativeOne Wealth, LLC
DECREASED15,12218,657-3,535-19%$1.1M$1.0M-$101.7K2026-08-13
Evanson Financial, LLC
NEW14,785—+14,785——$983.2K—2026-07-07
Financial Plan, Inc.
INCREASED13,69213,666+26+0%$811.1K$910.5K+$99.4K2026-08-14
Archvest Wealth Advisors, Inc.
INCREASED13,17513,130+45+0%$779.3K$876.1K+$96.9K2026-07-27
Financial Symmetry Inc
UNCHANGED11,60911,60900%$746.1K$772.0K+$25.9K2026-07-14
Live Oak Private Wealth LLC
INCREASED11,5529,275+2,277+25%$550.5K$768.2K+$217.7K2026-07-20
Apella Capital, LLC
INCREASED9,8119,797+14+0%$626.0K$656.6K+$30.5K2026-07-08
BCO Wealth Management LLC
INCREASED8,2858,255+30+0%$489.9K$551.0K+$61.0K2026-07-14
LPL Financial LLC
NEW7,877—+7,877——$523.9K—2026-08-07
Wealth Enhancement Advisory Services, LLC
NEW7,401—+7,401——$498.2K—2026-07-15
Winnacle Wealth LLC
INCREASED7,3344,844+2,490+51%$287.5K$487.7K+$200.2K2026-07-22
Nwam LLC
DECREASED7,0727,465-393-5%$443.1K$470.3K+$27.2K2026-07-23
Selective Wealth Management, Inc.
NEW7,017—+7,017——$472.5K—2026-07-20
Optima Capital LLC
UNCHANGED4,6804,68000%$277.8K$311.2K+$33.5K2026-07-24
Signature Resources Capital Management, LLC
UNCHANGED4,6644,66400%$276.8K$310.2K+$33.3K2026-07-14
Cloud Capital Management, LLC
INCREASED4,5764,564+12+0%$270$304.0K+$303.7K2026-08-13
25 LLC
INCREASED4,3404,182+158+4%$248.2K$288.6K+$40.4K2026-07-28
Monograph Wealth Advisors, LLC
UNCHANGED4,2934,29300%$254.8K$285.5K+$30.7K2026-08-14
WorthPointe, LLC
INCREASED4,1824,177+5+0%$247.9K$278.1K+$30.2K2026-07-31
Triad Wealth Partners, LLC
NEW3,845—+3,845——$265.4K—2026-08-10
Monument Group Wealth Advisors, LLC
DECREASED3,5044,521-1,017-22%$268.3K$301.8K+$33.5K2026-07-27
Tiaa-Cref Individual & Institutional Services, LLC
UNCHANGED3,4583,45800%$205.2K$230.0K+$24.7K2026-08-10
Fiduciary Financial Group, LLC
NEW3,040—+3,040——$202.2K—2026-07-10
Royal Bank of Canada
INCREASED2,4772,269+208+9%$134.0K$165.0K+$31.0K2026-08-14
Raffa Wealth Management, LLC
INCREASED2,3702,366+4+0%$140.4K$157.6K+$17.2K2026-07-27
Farther Finance Advisors, LLC
INCREASED2,2202,105+115+5%$125.6K$147.6K+$22.1K2026-07-17
EP Wealth Advisors, LLC
NEW2,028—+2,028——$134.9K—2026-08-12
Concord Wealth Partners
NEW2,004—+2,004——$133.2K—2026-07-27
Wellington-Altus USA Inc.
DECREASED1,9004,990-3,090-62%$331.8K$112.8K-$219.1K2026-09-17
PNC Financial Services Group, Inc.
NEW1,465—+1,465——$97.4K—2026-08-07
UBS Group AG
INCREASED1,236245+991+404%$14.5K$82.2K+$67.7K2026-08-13
Fifth Third Bancorp
NEW668—+668——$44.4K—2026-08-05
CoreCap Advisors, LLC
NEW643—+643——$42.8K—2026-07-06
Glass Jacobson Investment Advisors llc
UNCHANGED22622600%$13.4K$15.0K+$1.6K2026-07-30
AdvisorNet Financial, Inc
INCREASED171170+1+1%$10.1K$11.4K+$1.2K2026-07-23
Global Retirement Partners, LLC
NEW160—+160——$10.6K—2026-08-06
Atomic Invest LLC
NEW71—+71——$4.7K—2026-09-25
IFG Advisory, LLC
NEW70—+70——$4.7K—2026-08-14
Mpwm Advisory Solutions, LLC
UNCHANGED424200%$2.5K$2.8K+$3002026-08-13
Horizon Investments, LLC
NEW21—+21——$1.4K—2026-08-13
Jones Financial Companies Lllp
NEW18—+18——$1.2K—2026-08-14
Capital Investment Advisory Services, LLC
UNCHANGED5500%$297$333+$362026-07-23
Osaic Holdings, Inc.
NEW4—+4——$266—2026-08-14
NewEdge Advisors, LLC
NEW0—0——$0—2026-08-12
Daytona Street Capital LLC
CLOSED06,644-6,644-100%$324.4K$0-$324.4K2026-08-03
Silver Grove Financial Group, Inc.
CLOSED01,281-1,281-100%$76.0K$0-$76.0K2026-08-13
Evanson Asset Management, LLC
N/A—15,151-15,151-100%$899.2K———
Showing 77 of 77 institutions