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DFVX DIMENSIONAL ETF TRUST

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US LARG VECT ETF (fund)

30 managers (30 13F filers) reported a position in DFVX shares at 2025-06-30, 6,247,701 shares in all. 6 filers opened a position and 5 filers sold out during the quarter.

Managers
30
13F filers
30
New
6
Added
15
Reduced
6
Sold out
5
Shares held by filers
6,247,701

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC3,979,653$274M7.43%+117,74813F-HRTimeline
Wealthquest Corp1,528,408$105M8.31%+51,15313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…183,222$12.8M0.02%+4,85313F-HRTimeline
Chicago Partners Investment Group LLC86,730$6.12M0.18%+2,78813F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…68,686$4.73M3.69%-2,58113F-HRTimeline
M Holdings Securities, Inc.68,030$4.67M0.8%new13F-HRTimeline
CURIO WEALTH, LLC67,721$4.67M2.04%+67,57113F-HRTimeline
Elite Life Management LLC51,988$3.58M9.22%+7,55113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…38,947$2.68M<0.01%+75213F-HRTimelineGroup
Medallion Wealth Advisors, LLC34,017$2.36M0.91%+4,92913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC23,339$1.61M<0.01%new13F-HRTimelineGroup
WPWealth LLP16,590$1.14M0.21%-92913F-HRTimeline
Vantage Point Financial LLC15,761$1.09M0.48%+1,35413F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…14,407$993K0.03%-1,42813F-HRTimelineGroup
American Investment Services, Inc.12,712$876K0.22%+49813F-HRTimeline
Pinion Investment Advisors, LLC10,583$729K0.25%-10,56913F-HRTimeline
LPL Financial LLC8,928$615K<0.01%new13F-HRTimeline
First Financial Group Corp8,800$606K0.59%+5,50013F-HRTimeline
Strategic Investment Solutions, Inc. /IL5,852$403K0.12%-10,93113F-HRTimeline
SC&H Financial Advisors, Inc.4,788$330K0.06%+88513F-HRTimeline
PRIVATE TRUST CO NA4,739$327K0.03%-6713F-HRTimeline
Rockwood Wealth Management, LLC3,983$275K0.02%new13F-HRTimeline
HighTower Advisors, LLC3,943$272K<0.01%+1413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,835$126K<0.01%+13813F-HR/ATimelineGroup
Signature Resources Capital Management,…1,500$103K0.06%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,489$103K0.02%+20613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY935$64.4K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC59$4.07K<0.01%013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors56$3.86K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.