DIMENSIONAL US VTOR EQTY ETF DXUV
$66.83
+0.0% 52w: $51.85 – $66.83
Latest 13F among current holders filed 24 days ago (Jun 11, 2026)
Price — last 12 months
research preview data51.8559.3466.83
Jun 20, 2025 Jul 2, 2026
Institutional holders
51
+1 QoQ
13F value
$287.8M
+6.5% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns DXUV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Tencap Wealth Coaching, LLC | Wealth advisor | 1.2M | $71.1M | 26.7% | +1.1% |
| BCR Wealth Strategies, LLC | Wealth advisor | 788.9K | $46.8M | 14.7% | +6.2% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 752.7K | $44.7M | 0.2% | +10.0% |
| FMB WEALTH MANAGEMENT | Wealth advisor | 327.6K | $19.4M | 8.0% | -0.4% |
| RFG Advisory, LLC | Wealth advisor | 304.4K | $18.1M | 0.3% | +18.6% |
| American Trust | Wealth advisor | 262.8K | $15.6M | 1.4% | +4.4% |
| Pure Financial Advisors, LLC | Wealth advisor | 231.0K | $13.7M | 0.2% | +15.7% |
| Corus Family Wealth Advisors | Wealth advisor | 112.0K | $6.6M | 5.4% | +40.5% |
| LVZ, Inc. | Wealth advisor | 104.4K | $6.2M | 0.7% | +13.0% |
| STAGE HARBOR FINANCIAL, LLC | Wealth advisor | 76.0K | $4.5M | 3.0% | +19.0% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 75.1K | $4.5M | 0.0% | -16.4% |
| Financial Harvest, LLC | Wealth advisor | 74.0K | $4.4M | 2.6% | +18.5% |
| ASSETMARK, INC | Wealth advisor | 63.8K | $3.8M | 0.0% | +6.8% |
| Private Advisor Group, LLC | Wealth advisor | 55.9K | $3.3M | 0.0% | +10.9% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 51.1K | $3.0M | 0.0% | New |
| Versant Capital Management, Inc | Diversified mechanical | 41.1K | $2.4M | 0.2% | +8.9% |
| E-Wealth Partners, LLC | Wealth advisor | 38.3K | $2.3M | 1.8% | +22.1% |
| Rockwood Wealth Management, LLC | Wealth advisor | 27.8K | $1.7M | 0.1% | +2.6% |
| BIP Wealth, LLC | Wealth advisor | 25.2K | $1.5M | 0.1% | +13.1% |
| VESTIA PERSONAL WEALTH ADVISORS | Wealth advisor | 20.8K | $1.2M | 0.6% | +133.5% |
| CreativeOne Wealth, LLC | Wealth advisor | 18.7K | $1.1M | 0.0% | Held |
| VISTA CAPITAL PARTNERS, INC. | Wealth advisor | 17.4K | $1.0M | 0.1% | +37.4% |
| SwitchPoint Financial Planning, LLC | Wealth advisor | 15.8K | $938K | 0.6% | +0.4% |
| Applied Capital LLC | Wealth advisor | 15.3K | $910K | 0.3% | +1.1% |
| Evanson Asset Management, LLC | Wealth advisor | 15.2K | $899K | 0.0% | +7.4% |
| Financial Plan, Inc. | Wealth advisor | 13.7K | $811K | 0.1% | +6.4% |
| Archvest Wealth Advisors, Inc. | Wealth advisor | 13.1K | $779K | 0.5% | +4.3% |
| Financial Symmetry Inc | Wealth advisor | 11.6K | $746K | 0.3% | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 10.9K | $648K | 0.0% | +89.0% |
| Apella Capital, LLC | Wealth advisor | 9.8K | $626K | 0.0% | -2.3% |
| Live Oak Private Wealth LLC | Other | 9.3K | $550K | 0.1% | +55.0% |
| BCO Wealth Management LLC | Wealth advisor | 8.3K | $490K | 0.3% | +1.7% |
| NWAM LLC | Wealth advisor | 7.5K | $443K | 0.0% | +27.9% |
| Daytona Street Capital LLC | Other | 6.6K | $324K | 0.3% | Held |
| WINNOW WEALTH LLC | Wealth advisor | 4.8K | $287K | 0.2% | +874.6% |
| OPTIMA CAPITAL LLC | Wealth advisor | 4.7K | $278K | 0.1% | New |
| Signature Resources Capital Management, LLC | Wealth advisor | 4.7K | $277K | 0.1% | Held |
| Cloud Capital Management, LLC | Wealth advisor | 4.6K | $270K | 0.1% | New |
| Monument Group Wealth Advisors, LLC | Wealth advisor | 4.5K | $268K | 0.1% | Held |
| MONOGRAPH WEALTH ADVISORS, LLC | Wealth advisor | 4.3K | $255K | 0.0% | New |
| 25 LLC | Wealth advisor | 4.2K | $248K | 0.1% | +11.8% |
| WorthPointe, LLC | Wealth advisor | 4.2K | $248K | 0.1% | +7.1% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Wealth advisor | 3.5K | $205K | 0.0% | — |
| ROYAL BANK OF CANADA | Bank broker | 2.3K | $134K | 0.0% | New |
| Farther Finance Advisors, LLC | Wealth advisor | 2.1K | $126K | 0.0% | +16.9% |
| Silver Grove Financial Group, Inc. | Wealth advisor | 1.3K | $76K | 0.1% | New |
| UBS Group AG | Bank broker | 245 | $15K | 0.0% | New |
| Glass Jacobson Investment Advisors llc | Wealth advisor | 226 | $13K | 0.0% | Held |
| AdvisorNet Financial, Inc | Wealth advisor | 170 | $10K | 0.0% | New |
| MPWM ADVISORY SOLUTIONS, LLC | Wealth advisor | 42 | $2K | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.