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 | 4,425,007 | 357,363 | 7.08% | 7.73% | 1 | +120,808 | 2.81% | Q1 2026 | May 11, 2026 |
| Wealthquest Corp | History | No change | 415,700 | 30,907 | 2.33% | 2.33% | 2 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 322,120 | 24,062 | 0.05% | 0.02% | 3 | +108,115 | 50.52% | Q1 2026 | Apr 08, 2026 |
| CURIO WEALTH, LLC | History | Added to | 115,765 | 8,601 | 2.94% | 2.81% | 4 | +10,474 | 9.95% | Q1 2026 | May 11, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 95,059 | 7,547 | 0.17% | 0.17% | 5 | +3,638 | 3.98% | Q1 2026 | May 04, 2026 |
| Elite Life Management LLC | History | Added to | 81,806 | 6,606 | 8.26% | 10.02% | 6 | +2,869 | 3.63% | Q1 2026 | May 11, 2026 |
| M Holdings Securities, Inc. | History | No change | 67,918 | 5,046 | 0.34% | 0.36% | 7 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 48,092 | 3,573 | 0.0% | 0.0% | 8 | +21,763 | 82.66% | Q1 2026 | May 15, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 46,756 | 3,473 | 1.13% | 1.02% | 9 | +5,800 | 14.16% | Q1 2026 | Apr 24, 2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | History | Added to | 43,013 | 3,468 | 2.18% | 2.28% | 10 | +2,788 | 6.93% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 17,680 | 1,313 | 0.0% | 0.0% | 11 | -20,649 | -53.87% | Q1 2026 | May 15, 2026 |
| First Financial Group Corp | History | Added to | 17,670 | 1,312 | 1.07% | 0.93% | 12 | +2,980 | 20.29% | Q1 2026 | Apr 22, 2026 |
| WPWealth LLP | History | No change | 16,590 | 1,232 | 0.19% | 0.19% | 13 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Vantage Point Financial LLC | History | Reduced | 12,212 | 907 | 0.32% | 0.33% | 14 | -61 | -0.5% | Q1 2026 | May 01, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 11,290 | 838 | 0.02% | 0.03% | 15 | -2,719 | -19.41% | Q1 2026 | Apr 29, 2026 |
| EWA, LLC | History | Reduced | 10,823 | 804 | 0.18% | 0.27% | 16 | -4,005 | -27.01% | Q1 2026 | Apr 23, 2026 |
| Pinion Investment Advisors, LLC | History | Reduced | 10,485 | 779 | 0.18% | 0.2% | 17 | -450 | -4.12% | Q1 2026 | Apr 24, 2026 |
| American Investment Services, Inc. | History | Reduced | 9,210 | 684 | 0.15% | 0.2% | 18 | -2,466 | -21.12% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 8,642 | 642 | 0.0% | 0.0% | 19 | +584 | 7.25% | Q1 2026 | May 06, 2026 |
| Northwest Bancshares, Inc. | History | No change | 5,883 | 437 | 0.09% | 0.08% | 20 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 4,739 | 352 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 3,983 | 295 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HighTower Advisors, LLC | History | Added to | 3,780 | 280 | 0.0% | 0.0% | 23 | +13 | 0.35% | Q1 2026 | May 05, 2026 |
| Betterment LLC | History | New | 3,089 | 230 | 0.0% | — | 24 | +3,089 | New | Q1 2026 | May 14, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 2,959 | 219 | 0.05% | 0.05% | 25 | +10 | 0.34% | Q1 2026 | May 01, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 1,957 | 145 | 0.0% | 0.0% | 26 | +424 | 27.66% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 1,715 | 127 | 0.0% | — | 27 | +1,715 | New | Q1 2026 | May 07, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 1,500 | 111 | 0.05% | 0.06% | 28 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CWM, LLC | History | No change | 1,077 | 80 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 895 | 66 | 0.0% | — | 30 | +895 | New | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | New | 616 | 45 | 0.0% | — | 31 | +616 | New | Q1 2026 | Apr 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 555 | 41 | 0.0% | 0.0% | 32 | +55 | 11.0% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 525 | 39 | 0.01% | 0.01% | 33 | +107 | 25.6% | Q1 2026 | Apr 29, 2026 |
| ASSETMARK, INC | History | Added to | 378 | 28 | 0.0% | 0.0% | 34 | +319 | 540.68% | Q1 2026 | May 06, 2026 |
| Crews Bank & Trust | History | New | 325 | 24 | 0.0% | — | 35 | +325 | New | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 137 | 10 | 0.0% | 0.0% | 36 | +1 | 0.74% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 125 | 9 | 0.0% | 0.0% | 37 | -321 | -71.97% | Q1 2026 | May 08, 2026 |
| MORGAN STANLEY | History | Reduced | 114 | 8 | 0.0% | 0.0% | 38 | -871 | -88.43% | Q1 2026 | May 15, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Reduced | 70 | 5 | 0.0% | 0.0% | 39 | -1 | -1.41% | Q1 2026 | May 11, 2026 |
| Colonial Trust Co / SC | History | No change | 56 | 4 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | Reduced | 32 | 2 | 0.0% | 0.0% | 41 | -1 | -3.03% | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -1,503 | -100.0% | Q1 2026 | May 11, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,345 | -100.0% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -326 | -100.0% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -99 | -100.0% | Q1 2026 | May 05, 2026 |