Dim US Large Cap Vector ETFDFVXETF
13F holders, Q4 2025 (December 31)41holders +6
9new positions
1sold out
1famous investor
$77.56avg. 13F price*
At the end of Q4 2025, 41 institutions reported holding Dim US Large Cap Vector ETF (DFVX) in their 13F filings, up 6 from Q3 2025. 9 opened new positions and 1 sold out. The largest holders were HBK Sorce Advisory LLC ($336.7M), Wealthquest Corp ($30.9M) and Wealth Enhancement Advisory Services, LLC ($16.3M). 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 2025)
- CUSIP
- 25434V641
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.4M |
| Exits | 1 | $252K |
All 13F filers, Q3 2025 → Q4 2025: 214,186 shares bought and 151,179 shares sold, net +63,007 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders
| HBK Sorce Advisory LLC | 7.73% | Add +3.3% | 4,304,199 | $336.7M |
| Wealthquest Corp | 2.33% | Reduce -22.2% | 415,700 | $30.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +11.9% | 214,005 | $16.3M |
| Curio Wealth, LLC | 2.81% | Add +27.8% | 105,291 | $7.9M |
| Chicago Partners Investment Group LLC | 0.17% | Add +3.1% | 91,421 | $7.0M |
| Elite Life Management LLC | 10.02% | Add +3.5% | 78,937 | $6.2M |
| M Holdings Securities, Inc. | 0.36% | No change | 67,918 | $5.0M |
| Up Strategic Wealth Investment Advisors LLC | 2.29% | Reduce -9.1% | 40,225 | $3.1M |
| Medallion Wealth Advisors, LLC | 1.02% | Add +5.0% | 40,956 | $3.0M |
| Citadel Advisors | 0.00% | Reduce -13.9% | 38,329 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -32.0% | 26,329 | $2.0M |
| WPWealth LLP | 0.19% | No change | 16,590 | $1.2M |
| Ewa, LLC | 0.27% | New | 14,828 | $1.1M |
| First Financial Group Corp | 0.93% | Add +10.0% | 14,690 | $1.1M |
| Cary Street Partners Financial LLC | 0.03% | Reduce -9.0% | 14,009 | $1.0M |
| Vantage Point Financial LLC | 0.33% | Reduce -13.4% | 12,273 | $913K |
| American Investment Services, Inc. | 0.20% | Reduce -1.8% | 11,676 | $868K |
| Pinion Investment Advisors, LLC | 0.20% | Reduce -0.8% | 10,935 | $813K |
| LPL Financial LLC | 0.00% | Add +19.2% | 8,058 | $599K |
| Northwest Bancshares, Inc. | 0.08% | No change | 5,883 | $437K |
| Private Trust Co. NA | 0.03% | No change | 4,739 | $352K |
| Rockwood Wealth Management, LLC | 0.02% | No change | 3,983 | $296K |
| HighTower Advisors, LLC | 0.00% | Reduce -4.8% | 3,767 | $280K |
| Strategic Investment Solutions, Inc. | 0.05% | Reduce -30.5% | 2,949 | $219K |
| BNP Paribas Financial Markets | 0.00% | Add +110.9% | 1,533 | $114K |
| Wells Fargo & Company | 0.00% | No change | 1,503 | $112K |
| Signature Resources Capital Management, LLC | 0.06% | No change | 1,500 | $112K |
| Raffa Wealth Management, LLC | 0.02% | Reduce -3.6% | 1,441 | $107K |
| Optima Capital LLC | 0.04% | New | 1,345 | $100K |
| Cwm, LLC | 0.00% | New | 1,077 | $80K |
| Morgan Stanley | 0.00% | Add +12.7% | 985 | $73K |
| Osaic Holdings, Inc. | 0.00% | New | 500 | $37K |
| PNC Financial Services Group, Inc. | 0.00% | Add +38.9% | 446 | $33K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 418 | $31K |
| Royal Bank of Canada | 0.00% | Reduce -82.1% | 326 | $24K |
| Allworth Financial LP | 0.00% | New | 136 | $10K |
| UBS Group AG | 0.00% | New | 99 | $7K |
| Elevate Wealth Advisory, Inc. | 0.00% | No change | 71 | $5K |
| Assetmark, Inc. | 0.00% | No change | 59 | $4K |
| Colonial Trust Co / SC | 0.00% | No change | 56 | $4K |
| Citigroup Inc. | 0.00% | Add +17.9% | 33 | $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.