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Dimensional US Vector Equity ETF (DXUV) Institutional Ownership

$66.83 0.00 (0.00%)
As of 07/2/2026 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)
44
Total
Institutional Inflows
(last 12 months)
$195.18M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$11.85M
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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
7/2/2026 Versant Capital Management Inc170,886$11.36M1.0%+315.3%2.589%
6/11/2026E Wealth Partners LLC38,278$2.27M1.8%+22.1%0.617%
5/19/2026Winnow Wealth LLC4,844$287K0.2%+874.6%0.078%
5/18/2026Royal Bank of Canada2,269$134K0.0%N/A0.037%
5/14/2026Monograph Wealth Advisors LLC4,293$255K0.0%N/A0.069%
5/6/2026Assetmark Inc.63,780$3.79M0.0%+6.8%1.029%
5/5/2026Financial Harvest LLC74,011$4.39M2.6%+18.5%1.194%
5/5/2026Nwam LLC7,465$443K0.0%+27.9%0.120%
5/1/2026American Trust262,819$15.60M1.4%+4.4%4.309%
5/1/2026BCR Wealth Strategies LLC788,878$46.82M14.7%+6.2%12.932%
4/29/2026Rockwood Wealth Management LLC27,827$1.65M0.1%+2.6%0.456%
4/29/2026Corus Family Wealth Advisors111,973$6.65M5.4%+40.5%1.836%
4/28/2026LVZ Inc.104,420$6.20M0.7%+13.0%1.712%
4/27/2026BIP Wealth LLC25,225$1.50M0.1%+13.1%0.414%
4/27/2026Private Advisor Group LLC55,877$3.32M0.0%+10.9%0.916%
4/27/2026Financial Plan Inc.13,666$811K0.1%+6.4%0.224%
4/20/202625 LLC4,182$248K0.1%+11.8%0.069%
4/20/2026Live Oak Private Wealth LLC9,275$550K0.1%+55.0%0.152%
4/20/2026RFG Advisory LLC304,424$18.07M0.3%+18.6%4.991%
4/20/2026Apella Capital LLC9,797$626K0.0%-2.3%0.161%
3/4/2026Pure Financial Advisors LLC199,595$11.93M0.2%+8.8%3.629%
2/18/2026Beacon Pointe Advisors LLC684,311$40.91M0.3%N/A12.442%
2/18/2026Stage Harbor Financial LLC63,875$3.82M2.6%+21.9%1.161%
2/18/2026American Trust251,780$15.05M1.3%N/A4.578%
2/17/2026Private Advisor Group LLC50,373$3.01M0.0%+134.6%0.916%
2/16/2026MML 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%
2/12/2026Commonwealth 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%
2/11/2026Tencap 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%
2/4/2026Corus Family Wealth Advisors79,682$4.76M3.8%+30.9%1.449%
2/4/2026Pure Financial Advisors LLC199,595$11.93M0.2%+8.8%3.629%
2/4/2026Nwam LLC5,836$363K0.0%+18.2%0.106%
2/3/2026RFG Advisory LLC256,788$15.35M0.3%+1.4%4.669%
2/2/2026Vista Capital Partners Inc.12,639$756K0.1%+36.5%0.230%
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2/2/2026LVZ Inc.92,388$5.52M0.6%+13.6%1.680%
1/29/2026Rockwood Wealth Management LLC27,111$1.62M0.1%+2.2%0.493%
1/28/2026Financial Plan Inc.12,845$768K0.1%N/A0.234%
1/27/2026Vestia Personal Wealth Advisors8,911$552K0.3%-7.5%0.162%
1/26/2026WorthPointe LLC3,900$233K0.1%N/A0.072%
1/23/2026BCR Wealth Strategies LLC743,114$44.42M14.7%+2.0%13.761%
1/23/2026Assetmark Inc.59,706$3.57M0.0%+14.7%1.106%
1/23/2026Live Oak Private Wealth LLC5,985$358K0.0%+74.6%0.111%
1/22/2026FMB Wealth Management328,843$19.66M7.8%-3.0%6.090%
1/21/2026BIP Wealth LLC22,304$1.33M0.0%+12.9%0.413%
1/21/2026Daytona Street Capital LLC6,644$397K0.3%N/A0.123%
1/21/2026Signature Resources Capital Management LLC4,664$279K0.1%+427.0%0.086%
1/16/2026Applied Capital LLC15,166$907K0.3%+5.3%0.281%
1/15/202625 LLC3,741$224K0.1%N/A0.069%
1/14/2026BCO Wealth Management LLC8,118$485K0.3%+6.7%0.150%
1/12/2026Evanson Asset Management LLC14,112$844K0.0%+2.3%0.261%
12/17/2025Financial Symmetry Inc11,609$678K0.3%+15.2%0.228%
11/18/2025Corus Family Wealth Advisors60,886$3.56M2.6%+63.5%1.194%
11/17/2025Citadel Advisors LLC8,713$509K0.0%-51.3%0.171%
11/13/2025Private 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%
11/6/2025RFG Advisory LLC253,333$14.81M0.3%+0.7%4.967%
11/3/2025Stage Harbor Financial LLC52,379$3.06M2.2%+15.4%1.027%
10/30/2025BIP Wealth LLC19,747$1.15M0.0%+29.9%0.387%
10/29/2025Archvest Wealth Advisors Inc.12,067$705K0.6%N/A0.237%
10/28/2025Nwam LLC4,939$288K0.0%N/A0.097%
10/27/2025 Versant Capital Management Inc31,851$1.86M0.3%+32.3%0.625%
10/27/2025LVZ 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%
10/24/2025Monument Group Wealth Advisors LLC4,521$264K0.2%N/A0.089%
10/24/2025Hemington Wealth Management674,841$39.44M5.1%+11.1%13.232%
10/21/2025Applied Capital LLC14,401$842K0.3%+8.1%0.282%
10/20/2025Pure Financial Advisors LLC183,394$10.72M0.2%+17.3%3.596%
10/17/2025Live Oak Private Wealth LLC3,427$200K0.0%N/A0.067%
10/17/2025Apella Capital LLC10,011$576K0.0%-20.5%0.196%
10/15/2025Vestia Personal Wealth Advisors9,636$563K0.3%+62.6%0.201%
10/14/2025Financial Harvest LLC51,252$3.00M2.0%+30.6%1.068%
10/14/2025Evanson Asset Management LLC13,794$806K0.0%+27.6%0.287%
10/14/2025Rockwood Wealth Management LLC26,532$1.55M0.1%+5.2%0.553%
10/10/2025BCR Wealth Strategies LLC728,273$42.56M15.0%+2.9%15.172%
8/15/2025MML 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%
8/1/2025SwitchPoint Financial Planning LLC11,712$635K0.5%N/A0.266%
7/31/2025BIP Wealth LLC15,203$824K0.1%+195.8%0.346%
7/29/2025Financial Symmetry Inc10,081$547K0.3%-3.8%0.229%
7/29/2025Schubert & Co37,247$2.02M1.4%N/A0.847%
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7/28/2025RFG Advisory LLC251,680$13.65M0.3%-28.4%5.720%
7/25/2025Hemington Wealth Management607,471$32.94M4.8%+16.0%13.806%
7/25/2025BCR 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%
7/18/2025Pure Financial Advisors LLC156,379$8.48M0.1%+56.5%3.554%
7/18/2025BCO Wealth Management LLC7,608$413K0.3%N/A0.173%
7/18/2025FMB Wealth Management338,883$18.38M8.8%-0.5%7.702%
7/17/2025Applied Capital LLC13,316$722K0.3%+18.2%0.303%
7/16/2025Signature Resources Capital Management LLC885$48K0.0%N/A0.020%
7/16/2025Vestia Personal Wealth Advisors5,928$321K0.2%+24.2%0.135%


DXUV Institutional Ownership - Frequently Asked Questions

During the previous two years, 50 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.

Of the 49 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).

Institutional investors have bought a total of 3,293,636 shares in the last 24 months. This purchase volume represents approximately $195.18M in transactions.

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).

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 7/5/2026 by MarketBeat.com Staff.
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