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 | No change | 4,498,358 | 384,924 | 7.3% | 7.3% | 1 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 385,381 | 32,375 | 0.05% | 0.05% | 2 | +33,288 | 9.45% | Q3 2026 | Oct 13, 2026 |
| Wealthquest Corp | History | No change | 242,157 | 19,913 | 1.26% | 1.26% | 3 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CURIO WEALTH, LLC | History | No change | 127,323 | 10,470 | 3.25% | 3.25% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 104,860 | 8,849 | 0.16% | 0.17% | 5 | +329 | 0.31% | Q3 2026 | Oct 26, 2026 |
| Elite Life Management LLC | History | No change | 86,039 | 7,362 | 8.62% | 8.62% | 6 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 47,862 | 3,935 | 1.24% | 1.24% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | History | No change | 44,209 | 3,782 | 2.25% | 2.25% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 28,394 | 2,334 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Financial Group Corp | History | Added to | 21,820 | 1,819 | 1.39% | 1.1% | 10 | +3,350 | 18.14% | Q3 2026 | Oct 22, 2026 |
| LPL Financial LLC | History | No change | 20,110 | 1,653 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | No change | 16,773 | 1,379 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BDFS Capital LLC | History | Added to | 16,511 | 1,377 | 0.68% | 0.36% | 13 | +6,312 | 61.89% | Q3 2026 | Oct 14, 2026 |
| WPWealth LLP | History | No change | 16,590 | 1,364 | 0.2% | 0.2% | 14 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vantage Point Financial LLC | History | No change | 12,221 | 1,004 | 0.31% | 0.31% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinion Investment Advisors, LLC | History | Reduced | 9,981 | 832 | 0.15% | 0.16% | 16 | -41 | -0.41% | Q3 2026 | Nov 04, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 9,862 | 810 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| American Investment Services, Inc. | History | No change | 8,180 | 672 | 0.14% | 0.14% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EWA, LLC | History | No change | 8,148 | 669 | 0.12% | 0.12% | 19 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Northwest Bancshares, Inc. | History | No change | 5,883 | 483 | 0.09% | 0.09% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Haverford Trust Co | History | No change | 4,983 | 409 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,820 | 401 | 0.0% | 0.0% | 22 | -101 | -2.05% | Q3 2026 | Oct 08, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 4,739 | 395 | 0.04% | 0.04% | 23 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Independent Wealth Advisors LLC | History | Added to | 4,018 | 335 | 0.28% | 0.2% | 24 | +1,262 | 45.79% | Q3 2026 | Oct 27, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 3,983 | 332 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 3,854 | 316 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 3,791 | 311 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Betterment LLC | History | No change | 3,578 | 294 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 3,348 | 275 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NorthCrest Asset Manangement, LLC | History | New | 3,142 | 266 | 0.01% | — | 30 | +3,142 | New | Q3 2026 | Oct 09, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 2,967 | 244 | 0.06% | 0.06% | 31 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 2,539 | 211 | 0.04% | 0.04% | 32 | +8 | 0.32% | Q3 2026 | Oct 21, 2026 |
| Evanson Financial, LLC | History | Added to | 2,509 | 209 | 0.01% | 0.01% | 33 | +7 | 0.28% | Q3 2026 | Oct 23, 2026 |
| HighPoint Advisor Group LLC | History | No change | 2,513 | 206 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Root Financial Partners, LLC | History | New | 2,230 | 185 | 0.01% | — | 35 | +2,230 | New | Q3 2026 | Oct 21, 2026 |
| MORGAN STANLEY | History | No change | 1,933 | 158 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,715 | 141 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 1,693 | 139 | 0.03% | 0.03% | 38 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 1,500 | 125 | 0.05% | 0.05% | 39 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 1,450 | 119 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,000 | 82 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Spire Wealth Management | History | New | 952 | 79 | 0.0% | — | 42 | +952 | New | Q3 2026 | Oct 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 896 | 73 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 655 | 53 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 632 | 52 | 0.0% | 0.0% | 45 | +494 | 357.97% | Q3 2026 | Nov 04, 2026 |
| ASSETMARK, INC | History | No change | 378 | 31 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| UBS Group AG | History | No change | 317 | 26 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crews Bank & Trust | History | No change | 325 | 26 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Allworth Financial LP | History | No change | 137 | 11 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 130 | 10 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Reduced | 66 | 5 | 0.0% | 0.0% | 51 | -4 | -5.71% | Q3 2026 | Oct 29, 2026 |
| Colonial Trust Co / SC | History | No change | 56 | 4 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| M Holdings Securities, Inc. | History | Closed out | 0 | 0 | — | 0.3% | — | -26,427 | -100.0% | Q3 2026 | Nov 03, 2026 |