Dim US Large Cap Vector ETFDFVXETF

13F holders, Q2 2024 (June 30)
13holders +3
3new positions
1sold out
1famous investor
$62.14avg. 13F price*

At the end of Q2 2024, 13 institutions reported holding Dim US Large Cap Vector ETF (DFVX) in their 13F filings, up 3 from Q1 2024. 3 opened new positions and 1 sold out. The largest holders were HBK Sorce Advisory LLC ($166.6M), Chicago Partners Investment Group LLC ($4.7M) and Susquehanna International Group, LLP ($2.3M). 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 2024)
CUSIP
25434V641
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 10Q1 2024Q2 2024: 13Q2 2024Q3 2024: 14Q3 2024Q4 2024: 21Q4 2024Q1 2025: 28Q1 2025Q2 2025: 29Q2 2025Q3 2025: 35Q3 2025Q4 2025: 41Q4 2025Q1 2026: 42Q1 2026Q2 2026: 50Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions3$792K
Exits1$4K

All 13F filers, Q1 2024 → Q2 2024: 224,111 shares bought and 64 shares sold, net +224,047 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 13 holders

HBK Sorce Advisory LLC 5.82% Add +6.5% 2,683,127 $166.6M
Chicago Partners Investment Group LLC 0.18% Add +75.5% 74,625 $4.7M
Susquehanna International Group, LLP 0.00% Add +3.8% 37,658 $2.3M
Up Strategic Wealth Investment Advisors LLC 3.33% Add +15.2% 35,448 $2.2M
Elite Life Management LLC 5.49% Add +21.3% 22,806 $1.4M
Strategic Investment Solutions, Inc. 0.41% — 19,876 $1.3M
American Investment Services, Inc. 0.14% Add +0.0% 12,707 $789K
Pinion Investment Advisors, LLC 0.39% Add +89.4% 12,702 $789K
Citadel Advisors 0.00% New 9,315 $579K
HighTower Advisors, LLC 0.00% Add +0.3% 4,035 $251K
Cary Street Partners Investment Advisory LLC 0.01% New 3,383 $210K
Morgan Stanley 0.00% New 61 $4K
AdvisorNet Financial, Inc 0.00% No change 8 $497

"% 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.