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DEXC — DIMENSIONAL ETF TRUST

Reported value held$9.06M
Funds holding (latest)5
Sector—
Funds holding (Q2 2026)4
Institutional value$9.06M · 109.62K sh
New / Add / Cut / Exit1 / 1 / 1 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +22.5% (+20.16K sh)
Institutional value change Up +56.1%

As of Q2 2026, 4 SEC-registered investment managers reported holding DEXC (DIMENSIONAL ETF TRUST) in their latest 13F filings, with a combined reported value of $9.06M across 109.62K shares. That is +22.5% by share count (+20.16K shares) versus the previous quarter, while reported value moved +56.1%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 opened new positions, 1 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 4 funds

FundSharesValuePortfolio WeightChange
Goldman Sachs Group history 90.92K $7.51M 0.00% New
Citadel Advisors history 17.28K $1.43M 0.00% Reduce
Wells Fargo & Co history 1.04K $85.75K 0.00% Add
Morgan Stanley history 385 $31.81K 0.00% Hold

Q1 2026 — 3 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 88.53K $5.74M 0.00% Reduce
Wells Fargo & Co history 550 $35.67K 0.00% Add
Morgan Stanley history 385 $24.97K 0.00% Hold

Q4 2025 — 3 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 90.64K $5.49M 0.00% Add
Morgan Stanley history 385 $23.30K 0.00% New
Wells Fargo & Co history 210 $12.71K 0.00% Hold

Q3 2025 — 3 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 64.28K $3.64M 0.00% New
Wells Fargo & Co history 210 $11.88K 0.00% New
UBS Group AG history 22 $1.24K 0.00% New

Q4 2024 — 1 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 518 $25.20K 0.00% New

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 5 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q4 2024
Goldman Sachs Group 90.92K — — — —
Citadel Advisors 17.28K 88.53K 90.64K 64.28K —
Wells Fargo & Co 1.04K 550 210 210 —
Morgan Stanley 385 385 385 — —
UBS Group AG — — — 22 518

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