Dimensional ETF Trust - DFVX

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

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Q2 2026 · Q1 2026

Value (USD)

Total reported value ($000)

$488.8M

QoQ value delta ($000)

+$27M (+5.85%)

Implied price effect (QoQ)

+6.91%

Total shares

5,753,787

QoQ shares delta

-58,007 (-1.0%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q2 2026 data: 51 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
HBK Sorce Advisory LLC	384,924	4,498,358	7.3%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	29,260	352,093	0.05%
Wealthquest Corp	19,913	242,157	1.26%
CURIO WEALTH, LLC	10,470	127,323	3.25%
Chicago Partners Investment Group LLC	8,548	104,531	0.17%
Elite Life Management LLC	7,362	86,039	8.62%
Medallion Wealth Advisors, LLC	3,935	47,862	1.24%
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC	3,782	44,209	2.25%
GOLDMAN SACHS GROUP INC	2,334	28,394	0.0%
M Holdings Securities, Inc.	2,174	26,427	0.3%
LPL Financial LLC	1,653	20,110	0.0%
First Financial Group Corp	1,518	18,470	1.1%
CITADEL ADVISORS LLC	1,379	16,773	0.0%
WPWealth LLP	1,364	16,590	0.2%
Vantage Point Financial LLC	1,004	12,221	0.31%
BDFS Capital LLC	838	10,199	0.36%
Pinion Investment Advisors, LLC	824	10,022	0.16%
CARY STREET PARTNERS FINANCIAL LLC	810	9,862	0.02%
American Investment Services, Inc.	672	8,180	0.14%
EWA, LLC	669	8,148	0.12%
Northwest Bancshares, Inc.	483	5,883	0.09%
Haverford Trust Co	409	4,983	0.0%
Farther Finance Advisors, LLC	404	4,921	0.0%
Wealth Enhancement Trust Services, Inc.	389	4,739	0.04%
Rockwood Wealth Management, LLC	327	3,983	0.02%