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Dimensional US Vector Equity ETF (DXUV) Institutional Ownership

$64.55 +0.73 (+1.14%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Dimensional US Vector Equity ETF (NYSEARCA:DXUV)

Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$213.23M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$11.85M
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Skip Chart & View Institutional Buying and Selling Data

DXUV Institutional Buying and Selling by Quarter

Dimensional US Vector Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026 Nwam LLC7,465$443K0.0%+27.9%0.120%
5/1/2026 American Trust262,819$15.60M1.4%+4.4%4.309%
5/1/2026 BCR Wealth Strategies LLC788,878$46.82M14.7%+6.2%12.932%
4/29/2026 Rockwood Wealth Management LLC27,827$1.65M0.1%+2.6%0.456%
4/29/2026 Corus Family Wealth Advisors111,973$6.65M5.4%+40.5%1.836%
4/28/2026 LVZ Inc.104,420$6.20M0.7%+13.0%1.712%
4/27/2026 BIP Wealth LLC25,225$1.50M0.1%+13.1%0.414%
4/27/2026 Private Advisor Group LLC55,877$3.32M0.0%+10.9%0.916%
4/27/2026 Financial Plan Inc.13,666$811K0.1%+6.4%0.224%
4/20/2026 25 LLC4,182$248K0.1%+11.8%0.069%
4/20/2026 Live Oak Private Wealth LLC9,275$550K0.1%+55.0%0.152%
4/20/2026 RFG Advisory LLC304,424$18.07M0.3%+18.6%4.991%
4/20/2026 Apella Capital LLC9,797$626K0.0%-2.3%0.161%
3/4/2026 Pure Financial Advisors LLC199,595$11.93M0.2%+8.8%3.629%
2/18/2026Beacon Pointe Advisors LLC684,311$40.91M0.3%N/A12.442%
2/18/2026 Stage Harbor Financial LLC63,875$3.82M2.6%+21.9%1.161%
2/18/2026 American Trust251,780$15.05M1.3%N/A4.578%
2/17/2026 Private Advisor Group LLC50,373$3.01M0.0%+134.6%0.916%
2/16/2026 MML Investors Services LLC89,863$5.37M0.0%+0.7%1.634%
2/13/2026CreativeOne Wealth LLC18,657$1.12M0.0%N/A0.339%
2/13/2026Archvest Wealth Advisors Inc.12,588$753K0.5%+4.3%0.229%
2/12/2026 Commonwealth Equity Services LLC5,776$345K0.0%+12.5%0.105%
2/12/2026Dimensional Fund Advisors LP45,000$2.69M0.0%-55.0%0.818%
2/11/2026Winnow Wealth LLC497$30K0.0%N/A0.009%
2/11/2026 Tencap Wealth Coaching LLC1,183,364$70.79M26.8%N/A21.516%
2/10/2026Archvest Wealth Advisors Inc.9,266$554K0.2%-23.2%0.168%
2/10/2026Financial Harvest LLC62,461$3.73M2.3%+21.9%1.136%
2/4/2026VanderPol Investments L.L.C.22,377$1.34M2.3%+33.4%0.407%
2/4/2026 Corus Family Wealth Advisors79,682$4.76M3.8%+30.9%1.449%
2/4/2026 Pure Financial Advisors LLC199,595$11.93M0.2%+8.8%3.629%
2/4/2026 Nwam LLC5,836$363K0.0%+18.2%0.106%
2/3/2026 RFG Advisory LLC256,788$15.35M0.3%+1.4%4.669%
2/2/2026Vista Capital Partners Inc.12,639$756K0.1%+36.5%0.230%
2/2/2026 LVZ Inc.92,388$5.52M0.6%+13.6%1.680%
1/29/2026 Rockwood Wealth Management LLC27,111$1.62M0.1%+2.2%0.493%
1/28/2026 Financial Plan Inc.12,845$768K0.1%N/A0.234%
1/27/2026 Vestia Personal Wealth Advisors8,911$552K0.3%-7.5%0.162%
1/26/2026WorthPointe LLC3,900$233K0.1%N/A0.072%
1/23/2026 BCR Wealth Strategies LLC743,114$44.42M14.7%+2.0%13.761%
1/23/2026Assetmark Inc.59,706$3.57M0.0%+14.7%1.106%
1/23/2026 Live Oak Private Wealth LLC5,985$358K0.0%+74.6%0.111%
1/22/2026 FMB Wealth Management328,843$19.66M7.8%-3.0%6.090%
1/21/2026 BIP Wealth LLC22,304$1.33M0.0%+12.9%0.413%
1/21/2026 Daytona Street Capital LLC6,644$397K0.3%N/A0.123%
1/21/2026 Signature Resources Capital Management LLC4,664$279K0.1%+427.0%0.086%
1/16/2026 Applied Capital LLC15,166$907K0.3%+5.3%0.281%
1/15/2026 25 LLC3,741$224K0.1%N/A0.069%
1/14/2026 BCO Wealth Management LLC8,118$485K0.3%+6.7%0.150%
1/12/2026 Evanson Asset Management LLC14,112$844K0.0%+2.3%0.261%
12/17/2025Financial Symmetry Inc11,609$678K0.3%+15.2%0.228%
11/18/2025 Corus Family Wealth Advisors60,886$3.56M2.6%+63.5%1.194%
11/17/2025Citadel Advisors LLC8,713$509K0.0%-51.3%0.171%
11/13/2025 Private Advisor Group LLC21,473$1.26M0.0%+59.2%0.421%
11/12/2025TIAA Trust National Association3,458$202K0.0%N/A0.068%
11/7/2025Vista Capital Partners Inc.9,262$541K0.1%+63.2%0.182%
11/6/2025Assetmark Inc.52,053$3.04M0.0%+28.9%1.021%
11/6/2025 RFG Advisory LLC253,333$14.81M0.3%+0.7%4.967%
11/3/2025 Stage Harbor Financial LLC52,379$3.06M2.2%+15.4%1.027%
10/30/2025 BIP Wealth LLC19,747$1.15M0.0%+29.9%0.387%
10/29/2025Archvest Wealth Advisors Inc.12,067$705K0.6%N/A0.237%
10/28/2025 Nwam LLC4,939$288K0.0%N/A0.097%
10/27/2025 Versant Capital Management Inc31,851$1.86M0.3%+32.3%0.625%
10/27/2025 LVZ Inc.81,324$4.75M0.5%+19.4%1.595%
10/27/2025VanderPol Investments L.L.C.16,778$993K1.7%+5.3%0.329%
10/24/2025 Monument Group Wealth Advisors LLC4,521$264K0.2%N/A0.089%
10/24/2025Hemington Wealth Management674,841$39.44M5.1%+11.1%13.232%
10/21/2025 Applied Capital LLC14,401$842K0.3%+8.1%0.282%
10/20/2025 Pure Financial Advisors LLC183,394$10.72M0.2%+17.3%3.596%
10/17/2025 Live Oak Private Wealth LLC3,427$200K0.0%N/A0.067%
10/17/2025 Apella Capital LLC10,011$576K0.0%-20.5%0.196%
10/15/2025 Vestia Personal Wealth Advisors9,636$563K0.3%+62.6%0.201%
10/14/2025Financial Harvest LLC51,252$3.00M2.0%+30.6%1.068%
10/14/2025 Evanson Asset Management LLC13,794$806K0.0%+27.6%0.287%
10/14/2025 Rockwood Wealth Management LLC26,532$1.55M0.1%+5.2%0.553%
10/10/2025 BCR Wealth Strategies LLC728,273$42.56M15.0%+2.9%15.172%
8/15/2025 MML Investors Services LLC80,571$4.37M0.0%+18.9%1.790%
8/14/2025Vista Capital Partners Inc.5,675$308K0.0%N/A0.126%
8/6/2025AE Wealth Management LLC1,452$79K0.0%N/A0.033%
8/4/2025Assetmark Inc.40,390$2.19M0.0%N/A0.918%
8/1/2025 SwitchPoint Financial Planning LLC11,712$635K0.5%N/A0.266%
7/31/2025 BIP Wealth LLC15,203$824K0.1%+195.8%0.346%
7/29/2025Financial Symmetry Inc10,081$547K0.3%-3.8%0.229%
7/29/2025 Schubert & Co37,247$2.02M1.4%N/A0.847%
7/28/2025 RFG Advisory LLC251,680$13.65M0.3%-28.4%5.720%
7/25/2025Hemington Wealth Management607,471$32.94M4.8%+16.0%13.806%
7/25/2025 BCR Wealth Strategies LLC707,516$38.37M14.9%+5.3%16.080%
7/24/2025VanderPol Investments L.L.C.15,940$864K1.8%+27.5%0.362%
7/18/2025 Pure Financial Advisors LLC156,379$8.48M0.1%+56.5%3.554%
7/18/2025 BCO Wealth Management LLC7,608$413K0.3%N/A0.173%
7/18/2025 FMB Wealth Management338,883$18.38M8.8%-0.5%7.702%
7/17/2025 Applied Capital LLC13,316$722K0.3%+18.2%0.303%
7/16/2025 Signature Resources Capital Management LLC885$48K0.0%N/A0.020%
7/16/2025 Vestia Personal Wealth Advisors5,928$321K0.2%+24.2%0.135%
7/15/2025 Evanson Asset Management LLC10,807$586K0.0%-25.4%0.246%
7/15/2025 LVZ Inc.68,114$3.69M0.4%+4.5%1.548%
7/14/2025Financial Harvest LLC39,231$2.13M1.6%N/A0.897%
7/11/2025 Rockwood Wealth Management LLC25,229$1.37M0.1%N/A0.580%
7/8/2025 Apella Capital LLC12,591$693K0.0%N/A0.289%
7/7/2025 Versant Capital Management Inc24,079$1.31M0.2%-50.3%0.554%
5/19/2025Jane Street Group LLC9,344$470K0.0%N/A0.235%


DXUV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DXUV shares?

During the previous two years, 47 institutional investors and hedge funds held shares of Dimensional US Vector Equity ETF. The most heavily invested institutionals were Tencap Wealth Coaching LLC ($70.79M), BCR Wealth Strategies LLC ($46.82M), Beacon Pointe Advisors LLC ($40.91M), Hemington Wealth Management ($39.44M), FMB Wealth Management ($19.66M), RFG Advisory LLC ($18.07M), and American Trust ($15.60M).Learn more on Dimensional US Vector Equity ETF's institutional investors.

Which institutional investors have been buying Dimensional US Vector Equity ETF's stock?

Of the 46 institutional investors that purchased Dimensional US Vector Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Tencap Wealth Coaching LLC ($1.18M), Beacon Pointe Advisors LLC ($684.31K), Hemington Wealth Management ($674.84K), RFG Advisory LLC ($404.46K), FMB Wealth Management ($361.08K), American Trust ($262.82K), and Pure Financial Advisors LLC ($215.80K).

How much institutional buying is happening at Dimensional US Vector Equity ETF?

Institutional investors have bought a total of 3,700,652 shares in the last 24 months. This purchase volume represents approximately $213.23M in transactions.

Which of Dimensional US Vector Equity ETF's major shareholders have been selling company stock?

Of the 10 institutional investors that sold Dimensional US Vector Equity ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: RFG Advisory LLC ($100.04K), Dimensional Fund Advisors LP ($55K), Versant Capital Management Inc ($24.38K), FMB Wealth Management ($11.60K), Citadel Advisors LLC ($9.17K), Evanson Asset Management LLC ($3.68K), and Apella Capital LLC ($2.81K).

How much institutional selling is happening at Dimensional US Vector Equity ETF?

Institutional investors have sold a total of 210,589 shares in the last 24 months. This volume of shares sold represents approximately $11.85M in transactions.


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This page (NYSEARCA:DXUV) was last updated on 5/5/2026 by MarketBeat.com Staff.
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