Dim US Large Cap Vector ETFDFVXETF
13F holders, Q4 2024 (December 31)21holders +7
4new positions
2sold out
1famous investor
$65.30avg. 13F price*
At the end of Q4 2024, 21 institutions reported holding Dim US Large Cap Vector ETF (DFVX) in their 13F filings, up 7 from Q3 2024. 4 opened new positions and 2 sold out. The largest holders were HBK Sorce Advisory LLC ($225.6M), Wealthquest Corp ($90.4M) and Up Strategic Wealth Investment Advisors LLC ($5.5M). 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 (Q4 2024)
- CUSIP
- 25434V641
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.9M |
| Exits | 2 | $2.6M |
All 13F filers, Q3 2024 → Q4 2024: 787,178 shares bought and 55,461 shares sold, net +731,717 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| HBK Sorce Advisory LLC | 6.81% | Add +24.4% | 3,454,899 | $225.6M |
| Wealthquest Corp | 7.36% | Add +4.5% | 1,384,596 | $90.4M |
| Up Strategic Wealth Investment Advisors LLC | 5.46% | Add +3.8% | 83,630 | $5.5M |
| Chicago Partners Investment Group LLC | 0.18% | Add +2.6% | 81,109 | $5.3M |
| Curio Wealth, LLC | 1.38% | — | 39,182 | $2.6M |
| Elite Life Management LLC | 7.50% | Add +47.3% | 38,795 | $2.5M |
| Medallion Wealth Advisors, LLC | 0.73% | — | 22,638 | $1.5M |
| WPWealth LLP | 0.24% | New | 18,056 | $1.2M |
| Pinion Investment Advisors, LLC | 0.36% | Add +23.3% | 13,854 | $905K |
| American Investment Services, Inc. | 0.14% | Reduce -4.5% | 12,206 | $797K |
| Citadel Advisors | 0.00% | New | 11,300 | $738K |
| Vantage Point Financial LLC | 0.37% | — | 10,446 | $682K |
| Cary Street Partners Financial LLC | 0.02% | — | 9,548 | $623K |
| Strategic Investment Solutions, Inc. | 0.12% | Reduce -72.3% | 5,446 | $347K |
| HighTower Advisors, LLC | 0.00% | Reduce -3.2% | 3,917 | $256K |
| Wolfstich Capital, LLC | 0.22% | — | 3,774 | $246K |
| Royal Bank of Canada | 0.00% | No change | 1,971 | $129K |
| Wells Fargo & Company | 0.00% | New | 130 | $8K |
| UBS Group AG | 0.00% | New | 118 | $8K |
| Morgan Stanley | 0.00% | Reduce -78.1% | 61 | $4K |
| AdvisorNet Financial, Inc | 0.00% | No change | 8 | $522 |
"% 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.