Who owns DFVX?
Dimensional US Large Cap Vector ETF · Dimensional
52 institutions reported holding DFVX, worth $488.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DFVX
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| HBK Sorce Advisory LLC | Erie, PA | $384.9M | 4,498,358 | +73,351 shares |
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $29.3M | 352,093 | +29,973 shares |
| Wealthquest Corp | Cincinnati, OH | $19.9M | 242,157 | −173,543 shares |
| Curio Wealth, LLC | Annapolis, MD | $10.5M | 127,323 | +11,558 shares |
| Chicago Partners Investment Group LLC | Chicago, IL | $8.5M | 104,531 | +9,472 shares |
| Elite Life Management LLC | Erie, PA | $7.4M | 86,039 | +4,233 shares |
| Medallion Wealth Advisors, LLC | Farmington, CT | $3.9M | 47,862 | +1,106 shares |
| UP Strategic Wealth Investment Advisors LLC | Pittsburgh, PA | $3.8M | 44,209 | +1,196 shares |
| Goldman Sachs Group Inc. | New York, NY | $2.3M | 28,394 | New position |
| M Holdings Securities, Inc. | Portland, OR | $2.2M | 26,427 | −41,491 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DFVX?
52 institutional managers reported holding DFVX in Form 13F filings for June 30, 2026, worth $488.9M in total. The largest reported position was held by HBK Sorce Advisory LLC, at $384.9M.
Did institutions buy or sell DFVX last quarter?
Reported 13F value rose 5.9% from March 31, 2026, which includes price moves as well as buying and selling. 14 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DFVX ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.