DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex

DXUV

DIMENSIONAL ETF TRUST

55 institutions still hold DIMENSIONAL ETF TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 25434V559·55 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 0.6%

vs prior quarter

13F value held

$229M

66.0% inst. owned

of float

Holders

55

-52 QoQ

filers reporting

Activity

+29 / −81

+836 added · −851 reduced

this quarter

Concentration

31.07%

Tencap Wealth Coaching, LLC #1

top holder share

AI Holders Summary · Q1 2026

55 institutions reported DXUV in Q1 2026. Tencap Wealth Coaching, LLC leads at 31.1% of the visible book. -52 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

Tencap Wealth Coaching, LLC

$71M1.2M26.74%Q1 2026 02

Beacon Pointe Advisors, LLC

$45M753K0.24%Q1 2026 03

FMB WEALTH MANAGEMENT

$19M328K8.04%Q1 2026 04

RFG Advisory, LLC

$18M304K0.33%Q1 2026 05

$16M263K1.38%Q1 2026 06

Pure Financial Advisors, LLC

$14M231K0.20%Q1 2026 07

Corus Family Wealth Advisors

$7M112K5.41%Q1 2026 08

$6M104K0.71%Q1 2026 09

STAGE HARBOR FINANCIAL, LLC

$5M76K2.99%Q1 2026 10

MML INVESTORS SERVICES, LLC

$4M75K0.01%Q1 2026 11

Financial Harvest, LLC

$4M74K2.59%Q1 2026 12

$4M60K0.01%Q4 2025 13

Private Advisor Group, LLC

$3M56K0.02%Q1 2026 14

HARBOUR INVESTMENTS, INC.

$3M51K0.05%Q1 2026 15

Versant Capital Management, Inc

$2M41K0.24%Q1 2026 16

E-Wealth Partners, LLC

$2M31K1.57%Q4 2025 17

Rockwood Wealth Management, LLC

$2M28K0.12%Q1 2026 18

BIP Wealth, LLC

$1M25K0.06%Q1 2026 19

VanderPol Investments L.L.C.

$1M22K2.33%Q4 2025 20

VESTIA PERSONAL WEALTH ADVISORS

$1M21K0.58%Q1 2026

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