DXUV Institutional Ownership
Dimensional - US Vector Equity ETF
1W: -0.3%
1M: -2.2%
3M: +1.3%
YTD: +13.0%
1Y: +16.3%
$67.93
+0.52 (+0.77%)
Weekly Expected Move ±1.4%
$66
$67
$68
$69
$70
Overview
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Institutional Ownership — DXUV
76
Institutional Holders
+17 vs prior quarter
0.0%
Ownership
+0.00pp
359M
Total Invested
24
New Positions
33
Increased
11
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (83 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Tencap Wealth Coaching, LLC | 1,208,060 | $82M | +11,607 | +1.0% | 3Q | SEC ↗ |
| 2 | Beacon Pointe Advisors, LLC | 785,013 | $53M | +32,362 | +4.3% | 3Q | SEC ↗ |
| 3 | BCR Wealth Strategies, LLC | 782,808 | $53M | -6,070 | -0.8% | 8Q | SEC ↗ |
| 4 | FMB WEALTH MANAGEMENT | 327,365 | $22M | -272 | -0.1% | 8Q | SEC ↗ |
| 5 | RFG Advisory, LLC | 315,199 | $21M | +10,775 | +3.5% | 6Q | SEC ↗ |
| 6 | American Trust | 268,870 | $18M | +6,051 | +2.3% | 3Q | SEC ↗ |
| 7 | Pure Financial Advisors, LLC | 238,448 | $16M | +7,456 | +3.2% | 7Q | SEC ↗ |
| 8 | Versant Capital Management, Inc | 170,886 | $12M | +129,742 | +315.3% | 7Q | SEC ↗ |
| 9 | Corus Family Wealth Advisors | 118,194 | $8M | +6,221 | +5.6% | 5Q | SEC ↗ |
| 10 | LVZ, Inc. | 110,345 | $7M | +5,925 | +5.7% | 6Q | SEC ↗ |
| 11 | ENVESTNET ASSET MANAGEMENT INC NEW | 106,712 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 12 | STAGE HARBOR FINANCIAL, LLC | 92,079 | $6M | +16,037 | +21.1% | 7Q | SEC ↗ |
| 13 | Financial Harvest, LLC | 87,949 | $6M | +13,938 | +18.8% | 5Q | SEC ↗ |
| 14 | ASSETMARK, INC | 67,150 | $5M | +3,370 | +5.3% | 5Q | SEC ↗ |
| 15 | CITIGROUP INC NEW | 57,489 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 16 | HARBOUR INVESTMENTS, INC. | 51,847 | $4M | +723 | +1.4% | 2Q | SEC ↗ |
| 17 | PARK AVENUE SECURITIES LLC NEW | 47,075 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 18 | GOLDMAN SACHS GROUP INC NEW | 45,456 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 19 | Private Advisor Group, LLC | 37,662 | $3M | -18,215 | -32.6% | 5Q | SEC ↗ |
| 20 | E-Wealth Partners, LLC | 36,389 | $2M | -1,889 | -4.9% | 3Q | SEC ↗ |
| 21 | TRUIST FINANCIAL CORP NEW | 34,944 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 22 | MML INVESTORS SERVICES, LLC | 31,154 | $2M | -43,932 | -58.5% | 6Q | SEC ↗ |
| 23 | Rockwood Wealth Management, LLC | 29,191 | $2M | +1,364 | +4.9% | 5Q | SEC ↗ |
| 24 | BIP Wealth, LLC | 28,851 | $2M | +3,626 | +14.4% | 6Q | SEC ↗ |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | 26,870 | $2M | +15,954 | +146.2% | 6Q | SEC ↗ |
| 26 | VISTA CAPITAL PARTNERS, INC. | 22,023 | $1M | +4,660 | +26.8% | 5Q | SEC ↗ |
| 27 | VESTIA PERSONAL WEALTH ADVISORS | 21,209 | $1M | +403 | +1.9% | 6Q | SEC ↗ |
| 28 | Applied Capital LLC | 17,288 | $1M | +1,949 | +12.7% | 8Q | SEC ↗ |
| 29 | SwitchPoint Financial Planning, LLC | 17,034 | $1M | +1,235 | +7.8% | 5Q | SEC ↗ |
| 30 | Shepherd Financial Partners LLC NEW | 15,203 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 31 | Evanson Asset Management, LLC | 15,151 | $1M | +1,039 | +7.4% | 6Q | SEC ↗ |
| 32 | CreativeOne Wealth, LLC | 15,122 | $1M | -3,535 | -18.9% | 3Q | SEC ↗ |
| 33 | Evanson Financial, LLC NEW | 14,785 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 34 | Financial Plan, Inc. | 13,692 | $930K | +26 | +0.2% | 3Q | SEC ↗ |
| 35 | Archvest Wealth Advisors, Inc. | 13,175 | $895K | +45 | +0.3% | 4Q | SEC ↗ |
| 36 | Financial Symmetry Inc | 11,609 | $789K | — | +0.0% | 6Q | SEC ↗ |
| 37 | Live Oak Private Wealth LLC | 11,552 | $785K | +2,277 | +24.5% | 4Q | SEC ↗ |
| 38 | Apella Capital, LLC | 9,811 | $666K | +14 | +0.1% | 5Q | SEC ↗ |
| 39 | BCO Wealth Management LLC | 8,285 | $563K | +30 | +0.4% | 5Q | SEC ↗ |
| 40 | LPL Financial LLC NEW | 7,877 | $535K | — | +0.0% | 1Q | SEC ↗ |
| 41 | WEALTH ENHANCEMENT ADVISORY SERVICES, NEW | 7,401 | $503K | — | +0.0% | 1Q | SEC ↗ |
| 42 | WINNACLE WEALTH LLC | 7,334 | $498K | +2,490 | +51.4% | 3Q | SEC ↗ |
| 43 | NWAM LLC | 7,072 | $480K | -393 | -5.3% | 4Q | SEC ↗ |
| 44 | Selective Wealth Management, Inc. NEW | 7,017 | $477K | — | +0.0% | 1Q | SEC ↗ |
| 45 | OPTIMA CAPITAL LLC | 4,680 | $318K | — | +0.0% | 2Q | SEC ↗ |
| 46 | Signature Resources Capital Management | 4,664 | $317K | — | +0.0% | 5Q | SEC ↗ |
| 47 | Cloud Capital Management, LLC | 4,576 | $311K | +12 | +0.3% | 2Q | SEC ↗ |
| 48 | 25 LLC | 4,340 | $295K | +158 | +3.8% | 3Q | SEC ↗ |
| 49 | MONOGRAPH WEALTH ADVISORS, LLC | 4,293 | $292K | — | +0.0% | 2Q | SEC ↗ |
| 50 | WorthPointe, LLC | 4,182 | $284K | +5 | +0.1% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 106,712 | $7M |
| CITIGROUP INC | 57,489 | $4M |
| PARK AVENUE SECURITIES LLC | 47,075 | $3M |
| GOLDMAN SACHS GROUP INC | 45,456 | $3M |
| TRUIST FINANCIAL CORP | 34,944 | $2M |
| Shepherd Financial Partners LLC | 15,203 | $1M |
| Evanson Financial, LLC | 14,785 | $1M |
| LPL Financial LLC | 7,877 | $535K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 7,401 | $503K |
| Selective Wealth Management, Inc. | 7,017 | $477K |
| Triad Wealth Partners, LLC | 3,845 | $261K |
| FIDUCIARY FINANCIAL GROUP, LLC | 3,040 | $207K |
| EP Wealth Advisors, LLC | 2,028 | $138K |
| Concord Wealth Partners | 2,004 | $136K |
| PNC Financial Services Group, Inc. | 1,465 | $100K |
| FIFTH THIRD BANCORP | 668 | $45K |
| CoreCap Advisors, LLC | 643 | $44K |
| MERCER GLOBAL ADVISORS INC /ADV | 226 | $15K |
| Global Retirement Partners, LLC | 160 | $11K |
| Atomic Invest LLC | 71 | $5K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 45,000 | $3M |
| Daytona Street Capital LLC | 6,644 | $451K |
| TIAA TRUST, NATIONAL ASSOCIATION | 3,458 | $235K |
| Silver Grove Financial Group, Inc. | 1,281 | $87K |
| LRI Investments, LLC | 228 | $15K |
| BLAIR WILLIAM & CO/IL | 17 | $1K |
| CWM, LLC | 10 | $1K |
| Merited Wealth, LLC | 9 | $1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Versant Capital Management, Inc | +129,742 | +315.3% | 170,886 |
| Beacon Pointe Advisors, LLC | +32,362 | +4.3% | 785,013 |
| STAGE HARBOR FINANCIAL, LLC | +16,037 | +21.1% | 92,079 |
| COMMONWEALTH EQUITY SERVICES, LLC | +15,954 | +146.2% | 26,870 |
| Financial Harvest, LLC | +13,938 | +18.8% | 87,949 |
| Tencap Wealth Coaching, LLC | +11,607 | +1.0% | 1,208,060 |
| RFG Advisory, LLC | +10,775 | +3.5% | 315,199 |
| Pure Financial Advisors, LLC | +7,456 | +3.2% | 238,448 |
| Corus Family Wealth Advisors | +6,221 | +5.6% | 118,194 |
| American Trust | +6,051 | +2.3% | 268,870 |
| LVZ, Inc. | +5,925 | +5.7% | 110,345 |
| VISTA CAPITAL PARTNERS, INC. | +4,660 | +26.8% | 22,023 |
| BIP Wealth, LLC | +3,626 | +14.4% | 28,851 |
| ASSETMARK, INC | +3,370 | +5.3% | 67,150 |
| WINNACLE WEALTH LLC | +2,490 | +51.4% | 7,334 |
| Live Oak Private Wealth LLC | +2,277 | +24.5% | 11,552 |
| Applied Capital LLC | +1,949 | +12.7% | 17,288 |
| Rockwood Wealth Management, LLC | +1,364 | +4.9% | 29,191 |
| SwitchPoint Financial Planning, LLC | +1,235 | +7.8% | 17,034 |
| Evanson Asset Management, LLC | +1,039 | +7.4% | 15,151 |
Biggest Decreases (9)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MML INVESTORS SERVICES, LLC | -43,932 | -58.5% | 31,154 |
| Private Advisor Group, LLC | -18,215 | -32.6% | 37,662 |
| BCR Wealth Strategies, LLC | -6,070 | -0.8% | 782,808 |
| CreativeOne Wealth, LLC | -3,535 | -18.9% | 15,122 |
| WELLINGTON-ALTUS USA INC. | -3,090 | -61.9% | 1,900 |
| E-Wealth Partners, LLC | -1,889 | -4.9% | 36,389 |
| Monument Group Wealth Advisors, LLC | -1,017 | -22.5% | 3,504 |
| NWAM LLC | -393 | -5.3% | 7,072 |
| FMB WEALTH MANAGEMENT | -272 | -0.1% | 327,365 |