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Disclosery

DFVX DIMENSIONAL ETF TRUST

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US LARG VECT ETF (fund)

35 managers (35 13F filers) reported a position in DFVX shares at 2025-09-30, 5,496,211 shares in all. 7 filers opened a position and 1 filer sold out during the quarter.

Managers
35
13F filers
35
New
7
Added
12
Reduced
10
Sold out
1
Shares held by filers
5,496,211

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC4,165,076$302M7.56%+185,42313F-HR/ATimeline
Wealthquest Corp534,230$38.8M3.1%-994,17813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…191,317$13.9M0.02%+8,09513F-HRTimeline
Chicago Partners Investment Group LLC88,678$6.54M0.17%+1,94813F-HRTimeline
CURIO WEALTH, LLC82,370$5.99M2.46%+14,64913F-HRTimeline
Elite Life Management LLC76,237$5.52M11.27%+24,24913F-HRTimeline
M Holdings Securities, Inc.67,918$4.94M1.04%-11213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC44,505$3.24M<0.01%+21,16613F-HRTimelineGroup
UP STRATEGIC WEALTH INVESTMENT ADVISORS…44,242$3.2M2.4%-24,44413F-HRTimeline
Medallion Wealth Advisors, LLC39,021$2.84M1.01%+5,00413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…38,698$2.81M<0.01%-24913F-HRTimelineGroup
WPWealth LLP16,590$1.21M0.2%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…15,397$1.12M0.03%+99013F-HRTimelineGroup
Vantage Point Financial LLC14,177$1.03M0.4%-1,58413F-HRTimeline
First Financial Group Corp13,360$972K0.84%+4,56013F-HRTimeline
American Investment Services, Inc.11,884$864K0.21%-82813F-HRTimeline
Pinion Investment Advisors, LLC11,029$810K0.22%+44613F-HRTimeline
LPL Financial LLC6,762$492K<0.01%-2,16613F-HRTimeline
Northwest Bancshares, Inc.5,883$428K0.07%new13F-HRTimeline
PRIVATE TRUST CO NA4,739$345K0.03%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL4,242$308K0.08%-1,61013F-HRTimeline
Rockwood Wealth Management, LLC3,983$290K0.02%013F-HRTimeline
HighTower Advisors, LLC3,957$288K<0.01%+1413F-HRTimeline
Bill Few Associates, Inc.3,459$252K0.06%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,823$133K<0.01%-1213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,503$109K<0.01%new13F-HRTimelineGroup
Signature Resources Capital Management,…1,500$109K0.06%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,495$109K0.02%+613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY874$63.6K<0.01%-6113F-HR/ATimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS727$52.9K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…321$23.3K<0.01%new13F-HRTimelineGroup
ELEVATE WEALTH ADVISORY, INC71$5.16K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC59$4.29K<0.01%013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors56$4.07K<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC28$2.04K<0.01%new13F-HRTimelineGroup