Security Snapshot

DIMENSIONAL FUND ADVISORS LP - Dimensional US Vector Equity ETF (DXUV) Institutional Ownership

CUSIP: 25434V559

13F Institutional Holders and Ownership History from Q3 2024 to Q3 2026

13F reference period

Q2 2026

Institutions Reporting

73

Shares (Excl. Options)

5.39MFull value: 5,391,876 · shares · 30 Jun 2026

Price

$66.50

The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.

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Latest holder snapshot 5 signals
Portfolio coverage rank
0.01%
Share change
+536,483
Value change
+$35,838,161
Number of holders
73
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
6,000,832
SEC-reported price per share
$68.15
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • DXUV - DIMENSIONAL FUND ADVISORS LP - Dimensional US Vector Equity ETF is tracked under CUSIP 25434V559.
  • 73 institutions reported positions in Q2 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 53 to 73 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from
    $288.29MFull value: $288,294,728 · USD · 31 Mar 2026
    to
    $358.71MFull value: $358,707,247 · USD · 30 Jun 2026
    .

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 73 institutions filings for Q2 2026.

Open SEC evidence

Security key

25434V559

13F reference period

Q2 2026

13F holders

73

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
DXUV
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Tencap Wealth Coaching, LLC 20% $80,646,257 1,183,364 Tencap Wealth Coaching, LLC 31 Dec 2025
As of 30 Jun 2026, 73 institutional investors reported holding
5.39MFull value: 5,391,876 · shares · 30 Jun 2026
shares of DIMENSIONAL FUND ADVISORS LP - Dimensional US Vector Equity ETF (DXUV). This represents 90% of the company’s total
6MFull value: 6,000,832 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
85%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Tencap Wealth Coaching, LLC 20% 1,208,060 +0.97% 25% $80,392,003
Beacon Pointe Advisors, LLC 13% 785,013 +4.3% 0.24% $52,203,359
BCR Wealth Strategies, LLC 13% 782,808 -0.77% 15% $52,056,000
FMB WEALTH MANAGEMENT 5.5% 327,365 -0.08% 8% $21,769,802
RFG Advisory, LLC 5.3% 315,199 +3.5% 0.33% $20,960,753
American Trust 4.5% 268,870 +2.3% 1.4% $17,879,855
Pure Financial Advisors, LLC 4% 238,448 +3.2% 0.2% $15,856,779
Versant Capital Management, Inc 2.8% 170,886 +315% 1% $11,363,932
Corus Family Wealth Advisors 2% 118,194 +5.6% 5.4% $7,859,954
LVZ, Inc. 1.8% 110,345 +5.7% 0.75% $7,337,952
ENVESTNET ASSET MANAGEMENT INC 1.8% 106,712 0% $7,096,361
STAGE HARBOR FINANCIAL, LLC 1.5% 92,079 +21% 3.5% $6,123,268
Financial Harvest, LLC 1.5% 87,949 +19% 2.4% $5,848,609
ASSETMARK, INC 1.1% 67,150 +5.3% 0.01% $4,465,487
CITIGROUP INC 0.96% 57,489 0% $3,823,019
HARBOUR INVESTMENTS, INC. 0.86% 51,847 +1.4% 0.05% $3,447,826
PARK AVENUE SECURITIES LLC 0.78% 47,075 0.02% $3,130,000
GOLDMAN SACHS GROUP INC 0.76% 45,456 0% $3,022,824
Private Advisor Group, LLC 0.63% 37,662 -33% 0.01% $2,504,528
E-Wealth Partners, LLC 0.61% 36,389 -4.9% 1.7% $2,419,869
TRUIST FINANCIAL CORP 0.58% 34,944 0% $2,335,482
MML INVESTORS SERVICES, LLC 0.52% 31,154 -59% 0% $2,071,760
Rockwood Wealth Management, LLC 0.49% 29,191 +4.9% 0.12% $1,941,191
BIP Wealth, LLC 0.48% 28,851 +14% 0.05% $1,918,574
COMMONWEALTH EQUITY SERVICES, LLC 0.45% 26,870 +146% 0% $1,786,820

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
9
Headline period
Q2 2026
Rows shown
1-9 of 9
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 0 $0 -$222,816,188 $68.15 0
2026 Q2 5,391,876 $358,707,247 +$35,838,161 $66.50 73
2026 Q1 4,855,595 $288,294,728 +$20,923,072 $59.35 53
2025 Q4 4,519,996 $270,198,776 +$62,090,250 $59.78 49
2025 Q3 2,922,269 $170,780,088 +$14,009,487 $58.44 42
2025 Q2 2,682,946 $145,504,600 +$16,098,483 $54.23 35
2025 Q1 2,388,264 $120,021,212 +$59,134,299 $50.26 23
2024 Q4 1,216,225 $64,277,203 +$3,244,202 $52.85 14
2024 Q3 1,149,332 $60,580,578 +$60,580,578 $52.71 6
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