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Disclosery

DFVX DIMENSIONAL ETF TRUST

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US LARG VECT ETF (fund)

51 managers (52 13F filers) reported a position in DFVX shares at 2026-06-30, 5,753,940 shares in all. 12 filers opened a position and 3 filers sold out during the quarter.

Managers
51
13F filers
52
New
12
Added
21
Reduced
7
Sold out
3
Shares held by filers
5,753,940

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
HBK Sorce Advisory LLC4,498,358$385M7.51%+73,35113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…352,093$29.3M0.05%+29,97313F-HRTimeline
Wealthquest Corp242,157$19.9M1.26%-26,65113F-HRTimeline
CURIO WEALTH, LLC127,323$10.5M3.25%+11,55813F-HRTimeline
Chicago Partners Investment Group LLC104,531$8.55M0.17%+9,47213F-HRTimeline
Elite Life Management LLC86,039$7.36M8.62%+4,23313F-HRTimeline
Medallion Wealth Advisors, LLC47,862$3.94M1.24%+1,10613F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…44,209$3.78M2.25%+1,19613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC28,394$2.33M<0.01%new13F-HRTimelineGroup
M Holdings Securities, Inc.26,427$2.17M0.3%-41,49113F-HRTimeline
LPL Financial LLC20,110$1.65M<0.01%+11,46813F-HRTimeline
First Financial Group Corp18,470$1.52M1.1%+80013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,773$1.38M<0.01%-90713F-HRTimelineGroup
WPWealth LLP16,590$1.36M0.2%013F-HRTimeline
Vantage Point Financial LLC12,221$1M0.31%+913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding11,555$950K-260Timeline
BDFS Capital LLC10,199$839K0.36%new13F-HRTimeline
Pinion Investment Advisors, LLC10,022$824K0.16%-46313F-HRTimeline
American Investment Services, Inc.8,180$673K0.14%-1,03013F-HRTimeline
EWA, LLC8,148$670K0.12%-2,67513F-HRTimeline
Northwest Bancshares, Inc.5,883$484K0.09%013F-HRTimeline
Haverford Trust Co4,983$410K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC4,921$405K<0.01%+4,30513F-HRTimeline
Wealth Enhancement Trust Services, Inc.4,739$390K0.04%new13F-HR/ATimeline
Rockwood Wealth Management, LLC3,983$328K0.02%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3,854$317K<0.01%+1,89713F-HRTimelineGroup
HighTower Advisors, LLC3,791$312K<0.01%+1113F-HRTimeline
Betterment LLC3,578$294K<0.01%+48913F-HRTimeline
IEQ CAPITAL, LLC3,348$275K<0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL2,967$244K0.06%+813F-HRTimeline
Independent Wealth Advisors LLC2,756$227K0.21%new13F-HRTimeline
Legacy Capital Wealth Partners, LLC2,531$208K0.04%new13F-HRTimeline
HighPoint Advisor Group LLC2,513$207K0.01%new13F-HRTimeline
Evanson Financial, LLC2,502$206K0.01%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,933$159K<0.01%+1,81913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,715$141K<0.01%013F-HRTimelineGroup
Signature Resources Capital Management,…1,500$123K0.05%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,450$119K0.02%+413F-HRTimeline
Integrated Wealth Concepts LLC1,230$101K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC1,000$82.2K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.896$73.7K<0.01%+113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.655$53.9K<0.01%+10013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC378$31.1K<0.01%013F-HRTimelineGroup
Crews Bank & Trust325$26.7K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG317$26.1K<0.01%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC138$11.3K<0.01%+10613F-HRTimelineGroup
Allworth Financial LP137$11.3K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS130$10.7K<0.01%new13F-HRTimeline
ELEVATE WEALTH ADVISORY, INC70$5.76K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors56$4.61K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO0$13<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.