DIMENSIONAL US VTOR EQTY ETF (DXUV) Institutional Shareholders
DIMENSIONAL US VTOR EQTY ETF (DXUV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $358.34M in DXUV holdings during the latest filing period.
Tencap Wealth Coaching, Llc is currently the largest disclosed institutional shareholder of DXUV tracked by InsiderSet, reporting ownership valued at approximately $80.39M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $82.26M, representing an estimated gain of +2.32% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed DXUV value among the investors covered in this analysis. Major shareholders include Tencap Wealth Coaching, Llc, Beacon Pointe Advisors, Llc, Bcr Wealth Strategies, Llc, and several other long-term asset managers with concentrated positions in DIMENSIONAL US VTOR EQTY ETF (DXUV).
This page ranks the largest institutional DXUV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
69
Total Reported Value
$358.34M
Largest Holder
Tencap Wealth Coaching, Llc
Largest Position
$80.39M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
77
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Tencap Wealth Coaching, Llc | 25.49% | 1,208,060 | $80,392,003 | $82,256,805 | +$1,864,802 | +2.32% | |
| Beacon Pointe Advisors, Llc | 0.24% | 785,013 | $52,203,359 | $53,451,535 | +$1,248,176 | +2.39% | |
| Bcr Wealth Strategies, Llc | 14.62% | 782,808 | $52,056,000 | $53,301,397 | +$1,245,397 | +2.39% | |
| Fmb Wealth Management | 8.01% | 327,365 | $21,769,802 | $22,290,283 | +$520,481 | +2.39% | |
| Rfg Advisory, Llc | 0.33% | 315,199 | $20,960,753 | $21,461,900 | +$501,147 | +2.39% | |
| American Trust | 1.38% | 268,870 | $17,879,855 | $18,307,358 | +$427,503 | +2.39% | |
| Pure Financial Advisors, Llc | 0.20% | 238,448 | $15,856,779 | $16,235,924 | +$379,145 | +2.39% | |
| Versant Capital Management, Inc | 1.02% | 170,886 | $11,363,932 | $11,635,628 | +$271,696 | +2.39% | |
| Corus Family Wealth Advisors | 5.41% | 118,194 | $7,859,954 | $8,047,829 | +$187,875 | +2.39% | |
| Lvz, Inc. | 0.75% | 110,345 | $7,337,952 | $7,513,391 | +$175,439 | +2.39% | |
| Envestnet Asset Management Inc | 0.00% | 106,712 | $7,096,361 | $7,266,020 | +$169,659 | +2.39% | |
| Stage Harbor Financial, Llc | 3.54% | 92,079 | $6,123,268 | $6,269,659 | +$146,391 | +2.39% | |
| Financial Harvest, Llc | 2.42% | 87,949 | $5,848,609 | $5,988,447 | +$139,838 | +2.39% | |
| Assetmark, Inc | 0.01% | 67,150 | $4,465,487 | $4,572,244 | +$106,757 | +2.39% | |
| Citigroup Inc | 0.00% | 57,489 | $3,823,019 | $3,914,426 | +$91,407 | +2.39% | |
| Harbour Investments, Inc. | 0.05% | 51,847 | $3,447,826 | $3,530,262 | +$82,436 | +2.39% | |
| Park Avenue Securities Llc | 0.02% | 47,075 | $3,130,000 | $3,205,337 | +$75,337 | +2.41% | |
| Goldman Sachs Group Inc | 0.00% | 45,456 | $3,022,824 | $3,095,099 | +$72,275 | +2.39% | |
| Private Advisor Group, Llc | 0.01% | 37,662 | $2,504,528 | $2,564,406 | +$59,878 | +2.39% | |
| E-Wealth Partners, Llc | 1.75% | 36,389 | $2,419,869 | $2,477,727 | +$57,858 | +2.39% | |
| Truist Financial Corp | 0.00% | 34,944 | $2,335,482 | $2,379,337 | +$43,855 | +1.88% | |
| Mml Investors Services, Llc | 0.00% | 31,154 | $2,071,760 | $2,121,276 | +$49,516 | +2.39% | |
| Rockwood Wealth Management, Llc | 0.12% | 29,191 | $1,941,191 | $1,987,615 | +$46,424 | +2.39% | |
| Bip Wealth, Llc | 0.05% | 28,851 | $1,918,574 | $1,964,465 | +$45,891 | +2.39% | |
| Commonwealth Equity Services, Llc | 0.00% | 26,870 | $1,786,820 | $1,829,578 | +$42,758 | +2.39% | |
| Vista Capital Partners, Inc. | 0.13% | 22,023 | $1,464,544 | $1,499,546 | +$35,002 | +2.39% | |
| Vestia Personal Wealth Advisors | 0.55% | 21,209 | $1,410,394 | $1,444,121 | +$33,727 | +2.39% | |
| Applied Capital Llc | 0.37% | 17,288 | $1,149,652 | $1,177,140 | +$27,488 | +2.39% | |
| Switchpoint Financial Planning, Llc | 0.65% | 17,034 | $1,132,761 | $1,159,845 | +$27,084 | +2.39% | |
| Shepherd Financial Partners Llc | 0.08% | 15,203 | $1,011,001 | $1,035,172 | +$24,171 | +2.39% | |
| Creativeone Wealth, Llc | 0.02% | 15,122 | $1,005,613 | $1,029,657 | +$24,044 | +2.39% | |
| Financial Plan, Inc. | 0.09% | 13,692 | $910,518 | $932,288 | +$21,770 | +2.39% | |
| Evanson Asset Management, Llc | 0.05% | 15,151 | $899,199 | $1,031,632 | +$132,433 | +14.73% | |
| Archvest Wealth Advisors, Inc. | 0.51% | 13,175 | $876,138 | $897,086 | +$20,948 | +2.39% | |
| Financial Symmetry Inc | 0.26% | 11,609 | $771,999 | $790,457 | +$18,458 | +2.39% | |
| Live Oak Private Wealth Llc | 0.10% | 11,552 | $768,208 | $786,576 | +$18,368 | +2.39% | |
| Apella Capital, Llc | 0.01% | 9,811 | $656,566 | $668,031 | +$11,465 | +1.75% | |
| Bco Wealth Management Llc | 0.30% | 8,285 | $550,953 | $564,126 | +$13,173 | +2.39% | |
| Lpl Financial Llc | 0.00% | 7,877 | $523,852 | $536,345 | +$12,493 | +2.38% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 7,401 | $498,161 | $503,934 | +$5,773 | +1.16% | |
| Winnow Wealth Llc | 0.33% | 7,334 | $487,741 | $499,372 | +$11,631 | +2.38% | |
| Selective Wealth Management, Inc. | 0.12% | 7,017 | $472,525 | $477,788 | +$5,263 | +1.11% | |
| Nwam Llc | 0.02% | 7,072 | $470,290 | $481,532 | +$11,242 | +2.39% | |
| Optima Capital Llc | 0.12% | 4,680 | $311,220 | $318,661 | +$7,441 | +2.39% | |
| Signature Resources Capital Management, Llc | 0.12% | 4,664 | $310,156 | $317,572 | +$7,416 | +2.39% | |
| Cloud Capital Management, Llc | 0.11% | 4,576 | $304,000 | $311,580 | +$7,580 | +2.49% | |
| Monument Group Wealth Advisors, Llc | 0.14% | 3,504 | $301,834 | $238,587 | -$63,247 | -20.95% | |
| 25 Llc | 0.08% | 4,340 | $288,585 | $295,511 | +$6,926 | +2.40% | |
| Monograph Wealth Advisors, Llc | 0.02% | 4,293 | $285,485 | $292,310 | +$6,825 | +2.39% | |
| Worthpointe, Llc | 0.07% | 4,182 | $278,092 | $284,752 | +$6,660 | +2.40% |
Frequently asked questions about DXUV
Who owns the most DXUV stock?
The largest holders of DXUV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DIMENSIONAL US VTOR EQTY ETF (DXUV).
Is DXUV widely held by superinvestors?
Many widely followed stocks like DXUV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DXUV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.