Dimensional ETF Trust - DFVX

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$493.6M
QoQ value delta ($000)
+$4.833M (+0.99%)
Implied price effect (QoQ)
+0.12%
Shares
Total shares
5,802,537
QoQ shares delta
+49,827 (+0.87%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 14 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 32,375 385,381 0.05%
Wealthquest Corp 19,913 242,157 1.26%
CURIO WEALTH, LLC 10,470 127,323 3.25%
Chicago Partners Investment Group LLC 8,849 104,860 0.16%
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%
First Financial Group Corp 1,819 21,820 1.39%
LPL Financial LLC 1,653 20,110 0.0%
CITADEL ADVISORS LLC 1,379 16,773 0.0%
BDFS Capital LLC 1,377 16,511 0.68%
WPWealth LLP 1,364 16,590 0.2%
Vantage Point Financial LLC 1,004 12,221 0.31%
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 401 4,820 0.0%
Wealth Enhancement Trust Services, Inc. 395 4,739 0.04%
Independent Wealth Advisors LLC 335 4,018 0.28%