Who Owns DIMENSIONAL ETF TRUST (DXUV)? -- Institutional Holders (2026-06-30)
42 institutions reported holding $242.1M of DIMENSIONAL ETF TRUST (DXUV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Tencap Wealth Coaching, LLC ($80.4M), BCR Wealth Strategies, LLC ($52.1M), FMB WEALTH MANAGEMENT ($21.8M), RFG Advisory, LLC ($21.0M), Versant Capital Management, Inc ($11.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Tencap Wealth Coaching, LLC | $80.4M | 1.2M | Added |
| 2 | BCR Wealth Strategies, LLC | $52.1M | 782,808 | Trimmed |
| 3 | FMB WEALTH MANAGEMENT | $21.8M | 327,365 | Trimmed |
| 4 | RFG Advisory, LLC | $21.0M | 315,199 | Added |
| 5 | Versant Capital Management, Inc | $11.4M | 170,886 | Added |
| 6 | Corus Family Wealth Advisors | $7.9M | 118,194 | Added |
| 7 | LVZ, Inc. | $7.3M | 110,345 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $7.1M | 106,712 | New |
| 9 | ASSETMARK, INC | $4.5M | 67,150 | Added |
| 10 | CITIGROUP INC | $3.8M | 57,489 | New |
| 11 | PARK AVENUE SECURITIES LLC | $3.1M | 47,075 | New |
| 12 | Private Advisor Group, LLC | $2.5M | 37,662 | Trimmed |
| 13 | TRUIST FINANCIAL CORP | $2.3M | 34,944 | New |
| 14 | Rockwood Wealth Management, LLC | $1.9M | 29,191 | Added |
| 15 | BIP Wealth, LLC | $1.9M | 28,851 | Added |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 26,870 | Added |
| 17 | VISTA CAPITAL PARTNERS, INC. | $1.5M | 22,023 | Added |
| 18 | Applied Capital LLC | $1.1M | 17,288 | Added |
| 19 | Evanson Financial, LLC | $983,195 | 14,785 | New |
| 20 | Archvest Wealth Advisors, Inc. | $876,138 | 13,175 | Added |
| 21 | Financial Symmetry Inc | $771,999 | 11,609 | Hold |
| 22 | Live Oak Private Wealth LLC | $768,208 | 11,552 | Added |
| 23 | Apella Capital, LLC | $656,566 | 9,811 | Added |
| 24 | BCO Wealth Management LLC | $550,953 | 8,285 | Added |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $498,161 | 7,401 | New |
Source: SEC Form 13F filings · as of 2026-06-30