DXUV — DIMENSIONAL ETF TRUST

Ownership history in LVZ, Inc.  ·  4 quarters on record

This page tracks every 13F SEC filing in which LVZ, Inc. 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
0.62% (2025 Q4)
Avg. % of fund
0.51%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 92,388 +11,064 +13.6% 0.62% $5.5M $59.78
2025 Q3 ADDED 81,324 +13,210 +19.4% 0.54% $4.8M $58.25
2025 Q2 ADDED 68,114 +2,923 +4.5% 0.44% $3.7M $53.91
2025 Q1 INITIATED 65,191 — — 0.43% $3.3M $49.82
% of Fund (quarterly)    DXUV price (monthly, adj. close)

Other funds also holding DXUV

As of 2025 Q4 — 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% Applied Capital LLC 3Y 0.35% RFG Advisory, LLC 3Y 7Y 0.29% Beacon Pointe Advisors, LLC 3Y 7Y 0.29%
← Back to LVZ, Inc. Holdings