Dim US Large Cap Vector ETFDFVXETF
13F holders, Q3 2025 (September 30)35holders +6
7new positions
1sold out
1famous investor
$72.52avg. 13F price*
At the end of Q3 2025, 35 institutions reported holding Dim US Large Cap Vector ETF (DFVX) in their 13F filings, up 6 from Q2 2025. 7 opened new positions and 1 sold out. The largest holders were HBK Sorce Advisory LLC ($301.7M), Wealthquest Corp ($38.8M) and Wealth Enhancement Advisory Services, LLC ($13.9M). 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 (Q3 2025)
- CUSIP
- 25434V641
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $872K |
| Exits | 1 | $330K |
All 13F filers, Q2 2025 → Q3 2025: 278,542 shares bought and 1,030,032 shares sold, net −751,490 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 35 holders
| HBK Sorce Advisory LLC | 7.56% | Add +4.7% | 4,165,076 | $301.7M |
| Wealthquest Corp | 3.10% | Reduce -65.0% | 534,230 | $38.8M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +4.4% | 191,317 | $13.9M |
| Chicago Partners Investment Group LLC | 0.17% | Add +2.3% | 88,678 | $6.5M |
| Curio Wealth, LLC | 2.46% | Add +21.6% | 82,370 | $6.0M |
| Elite Life Management LLC | 11.27% | Add +46.6% | 76,237 | $5.5M |
| M Holdings Securities, Inc. | 1.04% | Reduce -0.2% | 67,918 | $4.9M |
| Citadel Advisors | 0.00% | Add +90.7% | 44,505 | $3.2M |
| Up Strategic Wealth Investment Advisors LLC | 2.40% | Reduce -35.6% | 44,242 | $3.2M |
| Medallion Wealth Advisors, LLC | 1.01% | Add +14.7% | 39,021 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -0.6% | 38,698 | $2.8M |
| WPWealth LLP | 0.20% | No change | 16,590 | $1.2M |
| Cary Street Partners Financial LLC | 0.03% | Add +6.9% | 15,397 | $1.1M |
| Vantage Point Financial LLC | 0.40% | Reduce -10.1% | 14,177 | $1.0M |
| First Financial Group Corp | 0.84% | Add +51.8% | 13,360 | $972K |
| American Investment Services, Inc. | 0.21% | Reduce -6.5% | 11,884 | $864K |
| Pinion Investment Advisors, LLC | 0.22% | Add +4.2% | 11,029 | $810K |
| LPL Financial LLC | 0.00% | Reduce -24.3% | 6,762 | $492K |
| Northwest Bancshares, Inc. | 0.07% | New | 5,883 | $428K |
| Private Trust Co. NA | 0.03% | No change | 4,739 | $345K |
| Strategic Investment Solutions, Inc. | 0.08% | Reduce -27.5% | 4,242 | $308K |
| Rockwood Wealth Management, LLC | 0.02% | No change | 3,983 | $290K |
| HighTower Advisors, LLC | 0.00% | Add +0.4% | 3,957 | $288K |
| Bill Few Associates, Inc. | 0.06% | New | 3,459 | $252K |
| Royal Bank of Canada | 0.00% | Reduce -0.7% | 1,823 | $133K |
| Wells Fargo & Company | 0.00% | New | 1,503 | $109K |
| Signature Resources Capital Management, LLC | 0.06% | No change | 1,500 | $109K |
| Raffa Wealth Management, LLC | 0.02% | Add +0.4% | 1,495 | $109K |
| Morgan Stanley | 0.00% | Reduce -6.5% | 874 | $64K |
| BNP Paribas Financial Markets | 0.00% | New | 727 | $53K |
| PNC Financial Services Group, Inc. | 0.00% | New | 321 | $23K |
| Elevate Wealth Advisory, Inc. | 0.00% | New | 71 | $5K |
| Assetmark, Inc. | 0.00% | No change | 59 | $4K |
| Colonial Trust Co / SC | 0.00% | No change | 56 | $4K |
| Citigroup Inc. | 0.00% | New | 28 | $2K |
"% 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.