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Disclosery

DFVX DIMENSIONAL ETF TRUST

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US LARG VECT ETF (fund)

42 managers (43 13F filers) reported a position in DFVX shares at 2025-12-31, 5,559,218 shares in all. 9 filers opened a position and 1 filer sold out during the quarter.

Managers
42
13F filers
43
New
9
Added
12
Reduced
12
Sold out
1
Shares held by filers
5,559,218

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC4,304,199$337M7.73%+139,12313F-HRTimeline
Wealthquest Corp415,700$30.9M2.33%-118,53013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…214,005$16.3M0.02%+22,68813F-HRTimeline
CURIO WEALTH, LLC105,291$7.92M2.81%+22,92113F-HRTimeline
Chicago Partners Investment Group LLC91,421$7.02M0.17%+2,74313F-HRTimeline
Elite Life Management LLC78,937$6.18M10.02%+2,70013F-HRTimeline
M Holdings Securities, Inc.67,918$5.05M0.36%013F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…40,225$3.15M2.29%-4,01713F-HRTimeline
Medallion Wealth Advisors, LLC40,956$3.05M1.02%+1,93513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC38,329$2.85M<0.01%-6,17613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…26,329$1.96M<0.01%-12,36913F-HRTimelineGroup
WPWealth LLP16,590$1.23M0.19%013F-HRTimeline
EWA, LLC14,828$1.1M0.27%new13F-HRTimeline
First Financial Group Corp14,690$1.09M0.93%+1,33013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding14,427$1.07M-970Timeline
Vantage Point Financial LLC12,273$913K0.33%-1,90413F-HRTimeline
American Investment Services, Inc.11,676$868K0.2%-20813F-HRTimeline
Pinion Investment Advisors, LLC10,935$813K0.2%-9413F-HRTimeline
LPL Financial LLC8,058$599K<0.01%+1,29613F-HRTimeline
Northwest Bancshares, Inc.5,883$437K0.08%013F-HRTimeline
PRIVATE TRUST CO NA4,739$352K0.03%013F-HRTimeline
Rockwood Wealth Management, LLC3,983$296K0.02%013F-HRTimeline
HighTower Advisors, LLC3,767$280K<0.01%-19013F-HRTimeline
Strategic Investment Solutions, Inc. /IL2,949$219K0.05%-1,29313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,533$114K<0.01%+80613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,503$112K<0.01%013F-HRTimelineGroup
Signature Resources Capital Management,…1,500$112K0.06%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,441$107K0.02%-5413F-HRTimeline
OPTIMA CAPITAL LLC1,345$100K0.04%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,077$80K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY985$73.2K<0.01%+11113F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.500$37.2K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…446$33.2K<0.01%+12513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA326$24K<0.01%-1,49713F-HRTimelineGroup
Allworth Financial LP136$10.1K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG99$7.36K<0.01%new13F-HRTimelineGroup
ELEVATE WEALTH ADVISORY, INC71$5.28K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC59$4.39K<0.01%013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors56$4.16K<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC33$2.45K<0.01%+513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO0$12<0.01%new13F-HRTimelineGroupAmount filed as zero, left out of ratios.
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP0$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.