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DFVX DIMENSIONAL ETF TRUST

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US LARG VECT ETF (fund)

29 managers (29 13F filers) reported a position in DFVX shares at 2025-03-31, 5,923,886 shares in all. 11 filers opened a position and 4 filers sold out during the quarter.

Managers
29
13F filers
29
New
11
Added
12
Reduced
4
Sold out
4
Shares held by filers
5,923,886

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC3,861,905$248M7.27%+407,00613F-HRTimeline
Wealthquest Corp1,477,255$94.7M7.91%+92,65913F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…178,369$11.4M0.02%new13F-HRTimeline
Chicago Partners Investment Group LLC83,942$5.33M0.18%+2,83313F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…71,267$4.57M4.06%-12,36313F-HRTimeline
Elite Life Management LLC44,437$2.85M8.89%+5,64213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…38,195$2.45M<0.01%new13F-HRTimelineGroup
Medallion Wealth Advisors, LLC29,088$1.87M0.85%+6,45013F-HRTimeline
Pinion Investment Advisors, LLC21,152$1.36M0.3%+7,29813F-HRTimeline
WPWealth LLP17,519$1.12M0.22%-53713F-HRTimeline
Strategic Investment Solutions, Inc. /IL16,783$1.08M0.31%+11,33713F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…15,835$1.02M0.03%+6,28713F-HRTimelineGroup
Vantage Point Financial LLC14,407$924K0.47%+3,96113F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC13,648$875K0.12%new13F-HRTimeline
American Investment Services, Inc.12,214$783K0.14%+813F-HRTimeline
PRIVATE TRUST CO NA4,806$308K0.03%new13F-HRTimeline
Orion Capital Management LLC4,226$271K0.11%new13F-HRTimeline
HighTower Advisors, LLC3,929$252K<0.01%+1213F-HRTimeline
SC&H Financial Advisors, Inc.3,903$250K0.05%new13F-HRTimeline
First Financial Group Corp3,300$212K0.24%new13F-HRTimeline
Cambridge Investment Research Advisors,…3,264$209K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,697$109K<0.01%-27413F-HR/ATimelineGroup
RAFFA WEALTH MANAGEMENT, LLC1,283$82.3K0.02%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY935$60K<0.01%+87413F-HRTimelineGroup
Tortoise Investment Management, LLC310$19.9K<0.01%new13F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC59$3.78K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc8$513<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC150$2.61M-39,03213F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.