DXUV β€” DIMENSIONAL ETF TRUST

Ownership history in Beacon Pointe Advisors, LLC  Β·  1 quarter on record

This page tracks every 13F SEC filing in which Beacon Pointe Advisors, LLC reported a position in DIMENSIONAL ETF TRUST (DXUV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.29% (2025 Q4)
πŸ“Š Avg. % of fund
0.29%
πŸ“… First filed
2025 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
1
% of Fund (quarterly)    DXUV price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 684,311 β€” β€” 0.29% $40.9M $59.78

🏒 Other funds also holding DXUV

As of 2025 Q4 β€” sorted by position size

BCR Wealth Strategies, LLC 3Y 14.73% FMB WEALTH MANAGEMENT 7.76% Corus Family Wealth Advisors 3Y 3.8% STAGE HARBOR FINANCIAL, LLC 2.57% VanderPol Investments L.L.C. 2.33% American Trust 3Y 1.27% SwitchPoint Financial Planning, LLC 0.66% LVZ, Inc. 3Y 7Y 0.62% Applied Capital LLC 3Y 0.35% RFG Advisory, LLC 3Y 7Y 0.29%
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