Dimensional ETF Trust - DFVX

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$428M
QoQ value delta ($000)
+$32.53M (+8.22%)
Implied price effect (QoQ)
+6.99%
Shares
Total shares
5,516,821
QoQ shares delta
+62,949 (+1.15%)
Total shares held by funds (by quarter)

Market chart (DFVX)

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Top holders (Q4 2025)

Top 25 only Full list
Early Q1 2026 data: only 2 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
HBK Sorce Advisory LLC 336,717 4,304,199 7.73%
Wealthquest Corp 30,907 415,700 2.33%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 16,306 214,005 0.02%
CURIO WEALTH, LLC 7,919 105,291 2.81%
Chicago Partners Investment Group LLC 7,018 91,421 0.17%
Elite Life Management LLC 6,175 78,937 10.02%
M Holdings Securities, Inc. 5,050 67,918 0.36%
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 3,146 40,225 2.28%
CITADEL ADVISORS LLC 2,849 38,329 0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1,957 26,329 0.0%
WPWealth LLP 1,233 16,590 0.19%
EWA, LLC 1,102 14,828 0.27%
First Financial Group Corp 1,092 14,690 0.93%
CARY STREET PARTNERS FINANCIAL LLC 1,041 14,009 0.03%
Vantage Point Financial LLC 912 12,273 0.33%
American Investment Services, Inc. 868 11,676 0.2%
Pinion Investment Advisors, LLC 813 10,935 0.2%
LPL Financial LLC 599 8,058 0.0%
Northwest Bancshares, Inc. 437 5,883 0.08%
PRIVATE TRUST CO NA 352 4,739 0.03%
Rockwood Wealth Management, LLC 296 3,983 0.02%
HighTower Advisors, LLC 280 3,767 0.0%
Strategic Investment Solutions, Inc. /IL 219 2,949 0.05%
BNP PARIBAS FINANCIAL MARKETS 113 1,533 0.0%
WELLS FARGO & COMPANY/MN 111 1,503 0.0%