Dimensional ETF Trust - DFVX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | History | Added to | 4,498,358 | 384,924 | 7.3% | 7.08% | 1 | +73,351 | 1.66% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 352,093 | 29,260 | 0.05% | 0.05% | 2 | +29,973 | 9.3% | Q2 2026 | Jul 15, 2026 |
| Wealthquest Corp | History | Reduced | 242,157 | 19,913 | 1.26% | 2.33% | 3 | -173,543 | -41.75% | Q2 2026 | Jul 23, 2026 |
| CURIO WEALTH, LLC | History | Added to | 127,323 | 10,470 | 3.25% | 2.94% | 4 | +11,558 | 9.98% | Q2 2026 | Aug 07, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 104,531 | 8,548 | 0.17% | 0.17% | 5 | +9,472 | 9.96% | Q2 2026 | Jul 29, 2026 |
| Elite Life Management LLC | History | Added to | 86,039 | 7,362 | 8.62% | 8.26% | 6 | +4,233 | 5.17% | Q2 2026 | Aug 06, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 47,862 | 3,935 | 1.24% | 1.13% | 7 | +1,106 | 2.37% | Q2 2026 | Aug 14, 2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | History | Added to | 44,209 | 3,782 | 2.25% | 2.18% | 8 | +1,196 | 2.78% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 28,394 | 2,334 | 0.0% | — | 9 | +28,394 | New | Q2 2026 | Aug 14, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 26,427 | 2,174 | 0.3% | 0.34% | 10 | -41,491 | -61.09% | Q2 2026 | Aug 11, 2026 |
| LPL Financial LLC | History | Added to | 20,110 | 1,653 | 0.0% | 0.0% | 11 | +11,468 | 132.7% | Q2 2026 | Aug 07, 2026 |
| First Financial Group Corp | History | Added to | 18,470 | 1,518 | 1.1% | 1.07% | 12 | +800 | 4.53% | Q2 2026 | Jul 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 16,773 | 1,379 | 0.0% | 0.0% | 13 | -907 | -5.13% | Q2 2026 | Sep 02, 2026 |
| WPWealth LLP | History | No change | 16,590 | 1,364 | 0.2% | 0.19% | 14 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vantage Point Financial LLC | History | Added to | 12,221 | 1,004 | 0.31% | 0.32% | 15 | +9 | 0.07% | Q2 2026 | Aug 14, 2026 |
| BDFS Capital LLC | History | New | 10,199 | 838 | 0.36% | — | 16 | +10,199 | New | Q2 2026 | Jul 15, 2026 |
| Pinion Investment Advisors, LLC | History | Reduced | 10,022 | 824 | 0.16% | 0.18% | 17 | -463 | -4.42% | Q2 2026 | Aug 06, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 9,862 | 810 | 0.02% | 0.02% | 18 | -1,428 | -12.65% | Q2 2026 | Jul 17, 2026 |
| American Investment Services, Inc. | History | Reduced | 8,180 | 672 | 0.14% | 0.15% | 19 | -1,030 | -11.18% | Q2 2026 | Aug 12, 2026 |
| EWA, LLC | History | Reduced | 8,148 | 669 | 0.12% | 0.18% | 20 | -2,675 | -24.72% | Q2 2026 | Jul 14, 2026 |
| Northwest Bancshares, Inc. | History | No change | 5,883 | 483 | 0.09% | 0.09% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Haverford Trust Co | History | New | 4,983 | 409 | 0.0% | — | 22 | +4,983 | New | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,921 | 404 | 0.0% | 0.0% | 23 | +4,305 | 698.86% | Q2 2026 | Jul 17, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 4,739 | 389 | 0.04% | — | 24 | +4,739 | New | Q2 2026 | Jul 22, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 3,983 | 327 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 3,854 | 316 | 0.0% | 0.0% | 26 | +1,897 | 96.93% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 3,791 | 311 | 0.0% | 0.0% | 27 | +11 | 0.29% | Q2 2026 | Aug 05, 2026 |
| Betterment LLC | History | Added to | 3,578 | 294 | 0.0% | 0.0% | 28 | +489 | 15.83% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | New | 3,348 | 275 | 0.0% | — | 29 | +3,348 | New | Q2 2026 | Aug 11, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 2,967 | 244 | 0.06% | 0.05% | 30 | +8 | 0.27% | Q2 2026 | Jul 08, 2026 |
| Independent Wealth Advisors LLC | History | New | 2,756 | 226 | 0.2% | — | 31 | +2,756 | New | Q2 2026 | Jul 27, 2026 |
| Legacy Capital Wealth Partners, LLC | History | New | 2,531 | 208 | 0.04% | — | 32 | +2,531 | New | Q2 2026 | Aug 12, 2026 |
| HighPoint Advisor Group LLC | History | New | 2,513 | 206 | 0.01% | — | 33 | +2,513 | New | Q2 2026 | Aug 05, 2026 |
| Evanson Financial, LLC | History | New | 2,502 | 205 | 0.01% | — | 34 | +2,502 | New | Q2 2026 | Jul 07, 2026 |
| MORGAN STANLEY | History | Added to | 1,933 | 158 | 0.0% | 0.0% | 35 | +1,819 | 1595.61% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,715 | 141 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 1,693 | 139 | 0.03% | 0.01% | 37 | +1,168 | 222.48% | Q2 2026 | Jul 17, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 1,500 | 123 | 0.05% | 0.05% | 38 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | Added to | 1,450 | 119 | 0.02% | 0.02% | 39 | +4 | 0.28% | Q2 2026 | Jul 27, 2026 |
| Aptus Capital Advisors, LLC | History | New | 1,000 | 82 | 0.0% | — | 40 | +1,000 | New | Q2 2026 | Aug 12, 2026 |
| CWM, LLC | History | No change | 1,077 | 80 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 896 | 73 | 0.0% | 0.0% | 42 | +1 | 0.11% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 655 | 53 | 0.0% | 0.0% | 43 | +100 | 18.02% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 378 | 31 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| UBS Group AG | History | New | 317 | 26 | 0.0% | — | 46 | +317 | New | Q2 2026 | Aug 13, 2026 |
| Crews Bank & Trust | History | No change | 325 | 26 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CITIGROUP INC | History | Added to | 138 | 11 | 0.0% | 0.0% | 47 | +106 | 331.25% | Q2 2026 | Aug 03, 2026 |
| Allworth Financial LP | History | No change | 137 | 11 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 130 | 10 | 0.0% | — | 49 | +130 | New | Q2 2026 | Aug 13, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 70 | 5 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Colonial Trust Co / SC | History | No change | 56 | 4 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -48,092 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.03% | — | -4,739 | -100.0% | Q2 2026 | Jul 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -125 | -100.0% | Q2 2026 | Aug 07, 2026 |