Dim US Large Cap Vector ETFDFVXETF
13F holders, Q2 2026 (June 30)50holders +8
11new positions
3sold out
1famous investor
$84.96avg. 13F price*
At the end of Q2 2026, 50 institutions reported holding Dim US Large Cap Vector ETF (DFVX) in their 13F filings, up 8 from Q1 2026. 11 opened new positions and 3 sold out. The largest holders were HBK Sorce Advisory LLC ($384.9M), Wealth Enhancement Advisory Services, LLC ($29.3M) and Wealthquest Corp ($19.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Dim US Large Cap Vector ETF
- Filed as
- DIMENSIONAL ETF TRUST (Q2 2026)
- CUSIP
- 25434V641
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $5.0M |
| Exits | 3 | $3.9M |
All 13F filers, Q1 2026 → Q2 2026: 213,984 shares bought and 127,601 shares sold, net +86,383 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| HBK Sorce Advisory LLC | 7.51% | Add +1.7% | 4,498,358 | $384.9M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +9.3% | 352,093 | $29.3M |
| Wealthquest Corp | 1.26% | Reduce -9.9% | 242,157 | $19.9M |
| Curio Wealth, LLC | 3.25% | Add +10.0% | 127,323 | $10.5M |
| Chicago Partners Investment Group LLC | 0.17% | Add +10.0% | 104,531 | $8.5M |
| Elite Life Management LLC | 8.62% | Add +5.2% | 86,039 | $7.4M |
| Medallion Wealth Advisors, LLC | 1.24% | Add +2.4% | 47,862 | $3.9M |
| Up Strategic Wealth Investment Advisors LLC | 2.25% | Add +2.8% | 44,209 | $3.8M |
| Goldman Sachs Group Inc. | 0.00% | New | 28,394 | $2.3M |
| M Holdings Securities, Inc. | 0.30% | Reduce -61.1% | 26,427 | $2.2M |
| LPL Financial LLC | 0.00% | Add +132.7% | 20,110 | $1.7M |
| First Financial Group Corp | 1.10% | Add +4.5% | 18,470 | $1.5M |
| Citadel Advisors | 0.00% | Reduce -5.1% | 16,773 | $1.4M |
| WPWealth LLP | 0.20% | No change | 16,590 | $1.4M |
| Vantage Point Financial LLC | 0.31% | Add +0.1% | 12,221 | $1.0M |
| BDFS Capital LLC | 0.36% | New | 10,199 | $839K |
| Pinion Investment Advisors, LLC | 0.16% | Reduce -4.4% | 10,022 | $824K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -12.7% | 9,862 | $811K |
| American Investment Services, Inc. | 0.14% | Reduce -11.2% | 8,180 | $673K |
| Ewa, LLC | 0.12% | Reduce -24.7% | 8,148 | $670K |
| Northwest Bancshares, Inc. | 0.09% | No change | 5,883 | $484K |
| Haverford Trust Co | 0.00% | New | 4,983 | $410K |
| Farther Finance Advisors, LLC | 0.00% | Add +698.9% | 4,921 | $405K |
| Wealth Enhancement Trust Services, Inc. | 0.04% | New | 4,739 | $390K |
| Rockwood Wealth Management, LLC | 0.02% | No change | 3,983 | $328K |
| BNP Paribas Financial Markets | 0.00% | Add +96.9% | 3,854 | $317K |
| HighTower Advisors, LLC | 0.00% | Add +0.3% | 3,791 | $312K |
| Betterment LLC | 0.00% | Add +15.8% | 3,578 | $294K |
| Ieq Capital, LLC | 0.00% | New | 3,348 | $275K |
| Strategic Investment Solutions, Inc. | 0.06% | Add +0.3% | 2,967 | $244K |
| Independent Wealth Advisors LLC | 0.20% | New | 2,756 | $227K |
| Legacy Capital Wealth Partners, LLC | 0.04% | New | 2,531 | $208K |
| HighPoint Advisor Group LLC | 0.01% | New | 2,513 | $207K |
| Evanson Financial, LLC | 0.01% | — | 2,502 | $206K |
| Morgan Stanley | 0.00% | Add +1595.6% | 1,933 | $159K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,715 | $141K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Add +222.5% | 1,693 | $139K |
| Signature Resources Capital Management, LLC | 0.05% | No change | 1,500 | $123K |
| Raffa Wealth Management, LLC | 0.01% | Add +0.3% | 1,450 | $119K |
| Aptus Capital Advisors, LLC | 0.00% | New | 1,000 | $82K |
| Harbour Investments, Inc. | 0.00% | Add +0.1% | 896 | $74K |
| Osaic Holdings, Inc. | 0.00% | Add +18.0% | 655 | $54K |
| Assetmark, Inc. | 0.00% | No change | 378 | $31K |
| Crews Bank & Trust | 0.00% | No change | 325 | $27K |
| UBS Group AG | 0.00% | New | 317 | $26K |
| Citigroup Inc. | 0.00% | Add +331.3% | 138 | $11K |
| Allworth Financial LP | 0.00% | No change | 137 | $11K |
| Fiduciary Financial Advisors | 0.00% | New | 130 | $11K |
| Elevate Wealth Advisory, Inc. | 0.00% | No change | 70 | $6K |
| Colonial Trust Co / SC | 0.00% | No change | 56 | $5K |
"% of holder's portfolio" is DFVX's weight in each manager's 13F, not the share of Dim US Large Cap Vector ETF the manager owns.