Skip to content
Disclosery

DFVX DIMENSIONAL ETF TRUST

Follow

US LARG VECT ETF (fund)

42 managers (43 13F filers) reported a position in DFVX shares at 2026-03-31, 5,664,902 shares in all. 5 filers opened a position and 5 filers sold out during the quarter.

Managers
42
13F filers
43
New
5
Added
18
Reduced
11
Sold out
5
Shares held by filers
5,664,902

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC4,425,007$357M7.29%+120,80813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…322,120$24.1M0.05%+108,11513F-HRTimeline
Wealthquest Corp268,808$20M1.42%-146,89213F-HR/ATimeline
CURIO WEALTH, LLC115,765$8.6M2.94%+10,47413F-HRTimeline
Chicago Partners Investment Group LLC95,059$7.55M0.17%+3,63813F-HRTimeline
Elite Life Management LLC81,806$6.61M8.27%+2,86913F-HRTimeline
M Holdings Securities, Inc.67,918$5.05M0.34%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…48,092$3.57M<0.01%+21,76313F-HRTimelineGroup
Medallion Wealth Advisors, LLC46,756$3.47M1.13%+5,80013F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…43,013$3.47M2.18%+2,78813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,680$1.31M<0.01%-20,64913F-HRTimelineGroup
First Financial Group Corp17,670$1.31M1.07%+2,98013F-HRTimeline
WPWealth LLP16,590$1.23M0.19%013F-HRTimeline
Vantage Point Financial LLC12,212$907K0.32%-6113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding11,815$878K-2,612Timeline
EWA, LLC10,823$804K0.18%-4,00513F-HRTimeline
Pinion Investment Advisors, LLC10,485$779K0.18%-45013F-HRTimeline
American Investment Services, Inc.9,210$684K0.15%-2,46613F-HRTimeline
LPL Financial LLC8,642$642K<0.01%+58413F-HRTimeline
Northwest Bancshares, Inc.5,883$437K0.09%013F-HRTimeline
PRIVATE TRUST CO NA4,739$352K0.03%013F-HRTimeline
Rockwood Wealth Management, LLC3,983$296K0.02%013F-HRTimeline
HighTower Advisors, LLC3,780$281K<0.01%+1313F-HRTimeline
Betterment LLC3,089$230K<0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL2,959$220K0.05%+1013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,957$145K<0.01%+42413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,715$127K<0.01%new13F-HRTimelineGroup
Signature Resources Capital Management,…1,500$111K0.05%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,446$107K0.02%+513F-HRTimeline
CWM, LLCin group CWM, LLC1,077$80K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.895$66.5K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC616$46K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.555$41.2K<0.01%+5513F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC378$28.1K<0.01%+31913F-HRTimelineGroup
Crews Bank & Trust325$24.1K<0.01%new13F-HRTimeline
Allworth Financial LP137$10.2K<0.01%+113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…125$9.29K<0.01%-32113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY114$8.47K<0.01%-87113F-HRTimelineGroup
ELEVATE WEALTH ADVISORY, INC70$5.2K<0.01%-113F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors56$4.16K<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC32$2.38K<0.01%-113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO0$12<0.01%013F-HR/ATimelineGroupAmount filed as zero, left out of ratios.