Dim US Large Cap Vector ETFDFVXETF
13F holders, Q2 2025 (June 30)29holders +1
6new positions
5sold out
1famous investor
$68.97avg. 13F price*
At the end of Q2 2025, 29 institutions reported holding Dim US Large Cap Vector ETF (DFVX) in their 13F filings, up 1 from Q1 2025. 6 opened new positions and 5 sold out. The largest holders were HBK Sorce Advisory LLC ($274.3M), Wealthquest Corp ($105.3M) and Wealth Enhancement Advisory Services, LLC ($12.8M). 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 2025)
- CUSIP
- 25434V641
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $7.3M |
| Exits | 5 | $1.4M |
All 13F filers, Q1 2025 → Q2 2025: 371,776 shares bought and 47,961 shares sold, net +323,815 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 29 holders
| HBK Sorce Advisory LLC | 7.43% | Add +3.0% | 3,979,653 | $274.3M |
| Wealthquest Corp | 8.31% | Add +3.5% | 1,528,408 | $105.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +2.7% | 183,222 | $12.8M |
| Chicago Partners Investment Group LLC | 0.18% | Add +3.3% | 86,730 | $6.1M |
| Up Strategic Wealth Investment Advisors LLC | 3.69% | Reduce -3.6% | 68,686 | $4.7M |
| M Holdings Securities, Inc. | 0.80% | New | 68,030 | $4.7M |
| Curio Wealth, LLC | 2.04% | Add +45047.3% | 67,721 | $4.7M |
| Elite Life Management LLC | 9.22% | Add +17.0% | 51,988 | $3.6M |
| Susquehanna International Group, LLP | 0.00% | Add +2.0% | 38,947 | $2.7M |
| Medallion Wealth Advisors, LLC | 0.91% | Add +16.9% | 34,017 | $2.4M |
| Citadel Advisors | 0.00% | New | 23,339 | $1.6M |
| WPWealth LLP | 0.21% | Reduce -5.3% | 16,590 | $1.1M |
| Vantage Point Financial LLC | 0.48% | Add +9.4% | 15,761 | $1.1M |
| Cary Street Partners Financial LLC | 0.03% | Reduce -9.0% | 14,407 | $993K |
| American Investment Services, Inc. | 0.22% | Add +4.1% | 12,712 | $876K |
| Pinion Investment Advisors, LLC | 0.25% | Reduce -50.0% | 10,583 | $729K |
| LPL Financial LLC | 0.00% | New | 8,928 | $615K |
| First Financial Group Corp | 0.59% | Add +166.7% | 8,800 | $606K |
| Strategic Investment Solutions, Inc. | 0.12% | Reduce -65.1% | 5,852 | $403K |
| SC&H Financial Advisors, Inc. | 0.06% | Add +22.7% | 4,788 | $330K |
| Private Trust Co. NA | 0.03% | Reduce -1.4% | 4,739 | $327K |
| Rockwood Wealth Management, LLC | 0.02% | New | 3,983 | $275K |
| HighTower Advisors, LLC | 0.00% | Add +0.4% | 3,943 | $272K |
| Royal Bank of Canada | 0.00% | Add +8.1% | 1,835 | $126K |
| Signature Resources Capital Management, LLC | 0.06% | New | 1,500 | $103K |
| Raffa Wealth Management, LLC | 0.02% | Add +16.1% | 1,489 | $103K |
| Morgan Stanley | 0.00% | No change | 935 | $64K |
| Assetmark, Inc. | 0.00% | No change | 59 | $4K |
| Colonial Trust Co / SC | 0.00% | New | 56 | $4K |
"% 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.