Dim US Large Cap Vector ETFDFVXETF
13F holders, Q1 2024 (March 31)10holders
$62.61avg. 13F price*
At the end of Q1 2024, 10 institutions reported holding Dim US Large Cap Vector ETF (DFVX) in their 13F filings. The largest holders were HBK Sorce Advisory LLC ($157.9M), Chicago Partners Investment Group LLC ($2.6M) and Susquehanna International Group, LLP ($2.3M).
- Company
- Dim US Large Cap Vector ETF
- Filed as
- DIMENSIONAL ETF TRUST (Q1 2024)
- CUSIP
- 25434V641
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $2.6M |
| Exits | 1 | $2.0M |
Ownership 10 holders
| HBK Sorce Advisory LLC | 5.58% | Add +16.1% | 2,519,934 | $157.9M |
| Chicago Partners Investment Group LLC | 0.11% | New | 42,509 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -18.1% | 36,297 | $2.3M |
| Up Strategic Wealth Investment Advisors LLC | 3.15% | Add +40.3% | 30,777 | $1.9M |
| Elite Life Management LLC | 5.77% | Add +34.0% | 18,804 | $1.2M |
| American Investment Services, Inc. | 0.14% | Add +50.0% | 12,706 | $796K |
| Pinion Investment Advisors, LLC | 0.22% | Add +4.9% | 6,707 | $420K |
| HighTower Advisors, LLC | 0.00% | Add +0.2% | 4,022 | $252K |
| UBS Group AG | 0.00% | New | 64 | $4K |
| AdvisorNet Financial, Inc | 0.00% | New | 8 | $501 |
"% 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.