Dim US Large Cap Vector ETFDFVXETF
13F holders, Q1 2026 (March 31)42holders +1
5new positions
5sold out
1famous investor
$79.60avg. 13F price*
At the end of Q1 2026, 42 institutions reported holding Dim US Large Cap Vector ETF (DFVX) in their 13F filings, up 1 from Q4 2025. 5 opened new positions and 5 sold out. The largest holders were HBK Sorce Advisory LLC ($357.4M), Wealth Enhancement Advisory Services, LLC ($24.1M) and Wealthquest Corp ($20.0M). 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 (Q1 2026)
- CUSIP
- 25434V641
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $494K |
| Exits | 5 | $243K |
All 13F filers, Q4 2025 → Q1 2026: 287,393 shares bought and 181,709 shares sold, net +105,684 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| HBK Sorce Advisory LLC | 7.29% | Add +2.8% | 4,425,007 | $357.4M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +50.5% | 322,120 | $24.1M |
| Wealthquest Corp | 1.42% | Reduce -35.3% | 268,808 | $20.0M |
| Curio Wealth, LLC | 2.94% | Add +9.9% | 115,765 | $8.6M |
| Chicago Partners Investment Group LLC | 0.17% | Add +4.0% | 95,059 | $7.5M |
| Elite Life Management LLC | 8.27% | Add +3.6% | 81,806 | $6.6M |
| M Holdings Securities, Inc. | 0.34% | No change | 67,918 | $5.0M |
| Susquehanna International Group, LLP | 0.00% | Add +82.7% | 48,092 | $3.6M |
| Medallion Wealth Advisors, LLC | 1.13% | Add +14.2% | 46,756 | $3.5M |
| Up Strategic Wealth Investment Advisors LLC | 2.18% | Add +6.9% | 43,013 | $3.5M |
| Citadel Advisors | 0.00% | Reduce -53.9% | 17,680 | $1.3M |
| First Financial Group Corp | 1.07% | Add +20.3% | 17,670 | $1.3M |
| WPWealth LLP | 0.19% | No change | 16,590 | $1.2M |
| Vantage Point Financial LLC | 0.32% | Reduce -0.5% | 12,212 | $907K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -19.4% | 11,290 | $839K |
| Ewa, LLC | 0.18% | Reduce -27.0% | 10,823 | $804K |
| Pinion Investment Advisors, LLC | 0.18% | Reduce -4.1% | 10,485 | $779K |
| American Investment Services, Inc. | 0.15% | Reduce -21.1% | 9,210 | $684K |
| LPL Financial LLC | 0.00% | Add +7.3% | 8,642 | $642K |
| Northwest Bancshares, Inc. | 0.09% | 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% | Add +0.3% | 3,780 | $281K |
| Betterment LLC | 0.00% | New | 3,089 | $230K |
| Strategic Investment Solutions, Inc. | 0.05% | Add +0.3% | 2,959 | $220K |
| BNP Paribas Financial Markets | 0.00% | Add +27.7% | 1,957 | $145K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 1,715 | $127K |
| Signature Resources Capital Management, LLC | 0.05% | No change | 1,500 | $111K |
| Raffa Wealth Management, LLC | 0.02% | Add +0.3% | 1,446 | $107K |
| Cwm, LLC | 0.00% | No change | 1,077 | $80K |
| Harbour Investments, Inc. | 0.00% | New | 895 | $67K |
| Farther Finance Advisors, LLC | 0.00% | New | 616 | $46K |
| Osaic Holdings, Inc. | 0.00% | Add +11.0% | 555 | $41K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +25.6% | 525 | $39K |
| Assetmark, Inc. | 0.00% | Add +540.7% | 378 | $28K |
| Crews Bank & Trust | 0.00% | New | 325 | $24K |
| Allworth Financial LP | 0.00% | Add +0.7% | 137 | $10K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -72.0% | 125 | $9K |
| Morgan Stanley | 0.00% | Reduce -88.4% | 114 | $8K |
| Elevate Wealth Advisory, Inc. | 0.00% | Reduce -1.4% | 70 | $5K |
| Colonial Trust Co / SC | 0.00% | No change | 56 | $4K |
| Citigroup Inc. | 0.00% | Reduce -3.0% | 32 | $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.