DXUV — Dimensional ETF Trust Institutional Holders · Q2 2026

Name: Who Owns DXUV? 77 Institutions Hold $522M (Q2 2026)
Creator: ko.io

Who owns Dimensional ETF Trust (DXUV)? 77 institutions reported holding $522.44M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: McMill Wealth Management ($163.4M), Tencap Wealth Coaching, LLC ($80.4M), Beacon Pointe Advisors, LLC ($52.2M).

Rank	Institution	Value	Shares	Change
1	McMill Wealth Management	$163.4M	2.8M	Added
2	Tencap Wealth Coaching, LLC	$80.4M	1.2M	Added
3	Beacon Pointe Advisors, LLC	$52.2M	785,013	Added
4	BCR Wealth Strategies, LLC	$52.1M	782,808	Trimmed
5	FMB WEALTH MANAGEMENT	$21.8M	327,365	Trimmed
6	RFG Advisory, LLC	$21.0M	315,199	Added
7	American Trust	$17.9M	268,870	Added
8	Pure Financial Advisors, LLC	$15.9M	238,448	Added
9	Versant Capital Management, Inc	$11.4M	170,886	Added
10	Corus Family Wealth Advisors	$7.9M	118,194	Added
11	LVZ, Inc.	$7.3M	110,345	Added
12	ENVESTNET ASSET MANAGEMENT INC	$7.1M	106,712	New
13	STAGE HARBOR FINANCIAL, LLC	$6.1M	92,079	Added
14	Financial Harvest, LLC	$5.8M	87,949	Added
15	ASSETMARK, INC	$4.5M	67,150	Added
16	CITIGROUP INC	$3.8M	57,489	New
17	HARBOUR INVESTMENTS, INC.	$3.4M	51,847	Added
18	PARK AVENUE SECURITIES LLC	$3.1M	47,075	New
19	GOLDMAN SACHS GROUP INC	$3.0M	45,456	New
20	Private Advisor Group, LLC	$2.5M	37,662	Trimmed
21	E-Wealth Partners, LLC	$2.4M	36,389	Trimmed
22	TRUIST FINANCIAL CORP	$2.3M	34,944	New
23	MML INVESTORS SERVICES, LLC	$2.1M	31,154	Trimmed
24	Rockwood Wealth Management, LLC	$1.9M	29,191	Added
25	BIP Wealth, LLC	$1.9M	28,851	Added

Source: SEC Form 13F filings · as of 2026-06-30