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DFVX DIMENSIONAL ETF TRUST

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US LARG VECT ETF (fund)

22 managers (22 13F filers) reported a position in DFVX shares at 2024-12-31, 5,195,684 shares in all. 4 filers opened a position and 2 filers sold out during the quarter.

Managers
22
13F filers
22
New
4
Added
6
Reduced
4
Sold out
2
Shares held by filers
5,195,684

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 LLC3,454,899$226M6.81%+677,25613F-HRTimeline
Wealthquest Corp1,384,596$90.4M7.36%+60,17013F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…83,630$5.46M5.46%+3,04213F-HRTimeline
Chicago Partners Investment Group LLC81,109$5.35M0.18%+2,04013F-HRTimeline
CURIO WEALTH, LLC39,182$2.56M1.38%13F-HRTimeline
Elite Life Management LLC38,795$2.53M7.5%+12,45113F-HRTimeline
Medallion Wealth Advisors, LLC22,638$1.48M0.73%13F-HRTimeline
WPWealth LLP18,056$1.18M0.24%new13F-HRTimeline
Pinion Investment Advisors, LLC13,854$905K0.36%+2,61513F-HRTimeline
American Investment Services, Inc.12,206$797K0.14%-57913F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,300$738K<0.01%new13F-HRTimelineGroup
Vantage Point Financial LLC10,446$682K0.37%13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding9,548$623K-2,043Timeline
Strategic Investment Solutions, Inc. /IL5,446$347K0.12%-14,23013F-HRTimeline
HighTower Advisors, LLC3,917$256K<0.01%-12913F-HRTimeline
Wolfstich Capital, LLC3,774$246K0.22%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,971$129K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN130$8.49K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG118$7.7K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY61$3.98K<0.01%-21713F-HR/ATimelineGroup
AdvisorNet Financial, Inc8$522<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.