Dim US Large Cap Vector ETFDFVXETF
13F holders, Q3 2024 (September 30)14holders +1
2new positions
1sold out
$65.48avg. 13F price*
At the end of Q3 2024, 14 institutions reported holding Dim US Large Cap Vector ETF (DFVX) in their 13F filings, up 1 from Q2 2024. 2 opened new positions and 1 sold out. The largest holders were HBK Sorce Advisory LLC ($182.0M), Wealthquest Corp ($86.6M) and Up Strategic Wealth Investment Advisors LLC ($5.3M).
- Company
- Dim US Large Cap Vector ETF
- Filed as
- DIMENSIONAL ETF TRUST (Q3 2024)
- CUSIP
- 25434V641
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $86.7M |
| Exits | 1 | $579K |
All 13F filers, Q2 2024 → Q3 2024: 1,482,549 shares bought and 19,921 shares sold, net +1,462,628 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| HBK Sorce Advisory LLC | 5.54% | Add +3.5% | 2,777,643 | $182.0M |
| Wealthquest Corp | 7.63% | New | 1,324,426 | $86.6M |
| Up Strategic Wealth Investment Advisors LLC | 5.91% | Add +127.3% | 80,588 | $5.3M |
| Chicago Partners Investment Group LLC | 0.19% | Add +6.0% | 79,069 | $5.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -23.8% | 28,715 | $1.9M |
| Elite Life Management LLC | 5.64% | Add +15.5% | 26,344 | $1.7M |
| Strategic Investment Solutions, Inc. | 0.39% | Reduce -1.0% | 19,676 | $1.3M |
| American Investment Services, Inc. | 0.14% | Add +0.6% | 12,785 | $838K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Add +242.6% | 11,591 | $760K |
| Pinion Investment Advisors, LLC | 0.31% | Reduce -11.5% | 11,239 | $736K |
| HighTower Advisors, LLC | 0.00% | Add +0.3% | 4,046 | $265K |
| Royal Bank of Canada | 0.00% | New | 1,971 | $129K |
| Morgan Stanley | 0.00% | Add +355.7% | 278 | $18K |
| AdvisorNet Financial, Inc | 0.00% | No change | 8 | $524 |
"% 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.