13F Insight
DOSSIER · 13F Holders · Q1 2026
DXUV

DIMENSIONAL ETF TRUST

60 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 25434V559·60 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$326M
visible holders
Holders
60
filers reporting
Concentration
21.79%
Tencap Wealth Coaching, LLC #1
top holder share
AI Holders Summary · Q1 2026

60 institutions reported DXUV in Q1 2026. Tencap Wealth Coaching, LLC leads at 21.8% 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
$71M1.2M26.74%Q1 202602
BCR Wealth Strategies, LLC
CIK 0001908380
$47M789K14.67%Q1 202603
Beacon Pointe Advisors, LLC
CIK 0001744317
$45M753K0.24%Q1 202604
Hemington Wealth Management
CIK 0001838234
$39M675K5.13%Q3 202505
RFG Advisory, LLC
CIK 0001633387
$21M315K0.33%Q2 202606
FMB WEALTH MANAGEMENT
CIK 0002040224
$19M328K8.04%Q1 202607
American Trust
CIK 0001905128
$16M263K1.38%Q1 202608
Pure Financial Advisors, LLC
CIK 0001571556
$14M231K0.20%Q1 202609
Versant Capital Management, Inc
CIK 0001735057
$11M171K1.02%Q2 202610
LVZ, Inc.
CIK 0001574408
$7M110K0.75%Q2 202611
Corus Family Wealth Advisors
CIK 0001894830
$7M112K5.41%Q1 202612
STAGE HARBOR FINANCIAL, LLC
CIK 0001934721
$5M76K2.99%Q1 202613
MML INVESTORS SERVICES, LLC
CIK 0000701059
$4M75K0.01%Q1 202614
Financial Harvest, LLC
CIK 0002052933
$4M74K2.59%Q1 202615
ASSETMARK, INC
CIK 0001344551
$4M60K0.01%Q4 202516
Private Advisor Group, LLC
CIK 0001567755
$3M56K0.02%Q1 202617
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$3M51K0.05%Q1 202618
E-Wealth Partners, LLC
CIK 0002129940
$2M38K1.83%Q1 202619
Rockwood Wealth Management, LLC
CIK 0001983670
$2M29K0.12%Q2 202620
BIP Wealth, LLC
CIK 0001590214
$1M25K0.06%Q1 2026
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