13F Insight
DOSSIER · 13F Holders · Q2 2026
DXUV

DIMENSIONAL ETF TRUST

74 institutions still hold DIMENSIONAL ETF TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 25434V559·74 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$361M
visible holders
Holders
74
filers reporting
Concentration
22.29%
Tencap Wealth Coaching, LLC #1
top holder share
AI Holders Summary · Q2 2026

74 institutions reported DXUV in Q2 2026. Tencap Wealth Coaching, LLC leads at 22.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Tencap Wealth Coaching, LLC
CIK 0002107751
$80M1.2M25.49%Q2 202602
Beacon Pointe Advisors, LLC
CIK 0001744317
$52M785K0.24%Q2 202603
BCR Wealth Strategies, LLC
CIK 0001908380
$47M789K14.67%Q1 202604
Hemington Wealth Management
CIK 0001838234
$39M675K5.13%Q3 202505
FMB WEALTH MANAGEMENT
CIK 0002040224
$22M327K8.01%Q2 202606
RFG Advisory, LLC
CIK 0001633387
$21M315K0.33%Q2 202607
American Trust
CIK 0001905128
$18M269K1.38%Q2 202608
Pure Financial Advisors, LLC
CIK 0001571556
$16M238K0.20%Q2 202609
Versant Capital Management, Inc
CIK 0001735057
$11M171K1.02%Q2 202610
Corus Family Wealth Advisors
CIK 0001894830
$8M118K5.41%Q2 202611
LVZ, Inc.
CIK 0001574408
$7M110K0.75%Q2 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$7M107K0.00%Q2 202613
STAGE HARBOR FINANCIAL, LLC
CIK 0001934721
$6M92K3.54%Q2 202614
Financial Harvest, LLC
CIK 0002052933
$6M88K2.42%Q2 202615
ASSETMARK, INC
CIK 0001344551
$4M67K0.01%Q2 202616
CITIGROUP INC
CIK 0000831001
$4M57K0.00%Q2 202617
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$3M52K0.05%Q2 202618
GOLDMAN SACHS GROUP INC
CIK 0000886982
$3M45K0.00%Q2 202619
Private Advisor Group, LLC
CIK 0001567755
$3M38K0.01%Q2 202620
E-Wealth Partners, LLC
CIK 0002129940
$2M36K1.75%Q2 2026
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