Dim US Large Cap Vector ETFDFVXETF

13F holders, Q1 2025 (March 31)
28holders +7
11new positions
4sold out
$64.56avg. 13F price*

At the end of Q1 2025, 28 institutions reported holding Dim US Large Cap Vector ETF (DFVX) in their 13F filings, up 7 from Q4 2024. 11 opened new positions and 4 sold out. The largest holders were HBK Sorce Advisory LLC ($247.7M), Wealthquest Corp ($94.7M) and Wealth Enhancement Advisory Services, LLC ($11.4M).

Company
Dim US Large Cap Vector ETF
Filed as
DIMENSIONAL ETF TRUST (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions11$16.1M
Exits4$1.0M

All 13F filers, Q4 2024 → Q1 2025: 795,730 shares bought and 67,528 shares sold, net +728,202 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 28 holders
HBK Sorce Advisory LLC 7.27% Add +11.8% 3,861,905 $247.7M
Wealthquest Corp 7.91% Add +6.7% 1,477,255 $94.7M
Wealth Enhancement Advisory Services, LLC 0.02% New 178,369 $11.4M
Chicago Partners Investment Group LLC 0.18% Add +3.5% 83,942 $5.3M
Up Strategic Wealth Investment Advisors LLC 4.06% Reduce -14.8% 71,267 $4.6M
Elite Life Management LLC 8.89% Add +14.5% 44,437 $2.8M
Curio Wealth, LLC 1.36% Reduce -99.6% 150 $2.6M
Susquehanna International Group, LLP 0.00% New 38,195 $2.4M
Medallion Wealth Advisors, LLC 0.85% Add +28.5% 29,088 $1.9M
Pinion Investment Advisors, LLC 0.30% Add +52.7% 21,152 $1.4M
WPWealth LLP 0.22% Reduce -3.0% 17,519 $1.1M
Strategic Investment Solutions, Inc. 0.31% Add +208.2% 16,783 $1.1M
Cary Street Partners Financial LLC 0.03% Add +65.8% 15,835 $1.0M
Vantage Point Financial LLC 0.47% Add +37.9% 14,407 $924K
Mosaic Family Wealth Partners, LLC 0.12% New 13,648 $875K
American Investment Services, Inc. 0.14% Add +0.1% 12,214 $783K
Private Trust Co. NA 0.03% New 4,806 $308K
Orion Capital Management LLC 0.11% New 4,226 $271K
HighTower Advisors, LLC 0.00% Add +0.3% 3,929 $252K
SC&H Financial Advisors, Inc. 0.05% New 3,903 $250K
First Financial Group Corp 0.24% New 3,300 $212K
Cambridge Investment Research Advisors, Inc. 0.00% New 3,264 $209K
Royal Bank of Canada 0.00% Reduce -13.9% 1,697 $109K
Raffa Wealth Management, LLC 0.02% New 1,283 $82K
Morgan Stanley 0.00% Add +1432.8% 935 $60K
Tortoise Investment Management, LLC 0.00% New 310 $20K
Assetmark, Inc. 0.00% New 59 $4K
AdvisorNet Financial, Inc 0.00% No change 8 $513

"% 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.