Dimensional ETF Trust - DFVX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 4,304,199 | 336,717 | 7.73% | 7.56% | 1 | +139,123 | 3.34% | Q4 2025 | Feb 09, 2026 |
| Wealthquest Corp | History | Reduced | 415,700 | 30,907 | 2.33% | 3.1% | 2 | -118,530 | -22.19% | Q4 2025 | Feb 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 214,005 | 16,306 | 0.02% | 0.02% | 3 | +22,688 | 11.86% | Q4 2025 | Jan 08, 2026 |
| CURIO WEALTH, LLC | History | Added to | 105,291 | 7,919 | 2.81% | 2.46% | 4 | +22,921 | 27.83% | Q4 2025 | Feb 11, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 91,421 | 7,018 | 0.17% | 0.17% | 5 | +2,743 | 3.09% | Q4 2025 | Jan 28, 2026 |
| Elite Life Management LLC | History | Added to | 78,937 | 6,175 | 10.02% | 11.27% | 6 | +2,700 | 3.54% | Q4 2025 | Feb 09, 2026 |
| M Holdings Securities, Inc. | History | No change | 67,918 | 5,050 | 0.36% | 1.04% | 7 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | History | Reduced | 40,225 | 3,146 | 2.28% | 2.4% | 8 | -4,017 | -9.08% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 38,329 | 2,849 | 0.0% | 0.0% | 9 | -6,176 | -13.88% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 26,329 | 1,957 | 0.0% | 0.0% | 10 | -12,369 | -31.96% | Q4 2025 | Feb 17, 2026 |
| WPWealth LLP | History | No change | 16,590 | 1,233 | 0.19% | 0.2% | 11 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EWA, LLC | History | New | 14,828 | 1,102 | 0.27% | — | 12 | +14,828 | New | Q4 2025 | Feb 03, 2026 |
| First Financial Group Corp | History | Added to | 14,690 | 1,092 | 0.93% | 0.84% | 13 | +1,330 | 9.96% | Q4 2025 | Jan 28, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 14,009 | 1,041 | 0.03% | 0.03% | 14 | -1,388 | -9.01% | Q4 2025 | Feb 09, 2026 |
| Vantage Point Financial LLC | History | Reduced | 12,273 | 912 | 0.33% | 0.4% | 15 | -1,904 | -13.43% | Q4 2025 | Feb 02, 2026 |
| American Investment Services, Inc. | History | Reduced | 11,676 | 868 | 0.2% | 0.21% | 16 | -208 | -1.75% | Q4 2025 | Feb 13, 2026 |
| Pinion Investment Advisors, LLC | History | Reduced | 10,935 | 813 | 0.2% | 0.22% | 17 | -94 | -0.85% | Q4 2025 | Jan 29, 2026 |
| LPL Financial LLC | History | Added to | 8,058 | 599 | 0.0% | 0.0% | 18 | +1,296 | 19.17% | Q4 2025 | Feb 11, 2026 |
| Northwest Bancshares, Inc. | History | No change | 5,883 | 437 | 0.08% | 0.07% | 19 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 4,739 | 352 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 3,983 | 296 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HighTower Advisors, LLC | History | Reduced | 3,767 | 280 | 0.0% | 0.0% | 22 | -190 | -4.8% | Q4 2025 | Feb 06, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 2,949 | 219 | 0.05% | 0.08% | 23 | -1,293 | -30.48% | Q4 2025 | Feb 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 1,533 | 113 | 0.0% | 0.0% | 24 | +806 | 110.87% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,503 | 111 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 1,500 | 111 | 0.06% | 0.06% | 26 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| OPTIMA CAPITAL LLC | History | New | 1,345 | 100 | 0.04% | — | 27 | +1,345 | New | Q4 2025 | Jan 23, 2026 |
| CWM, LLC | History | New | 1,077 | 80 | 0.0% | — | 28 | +1,077 | New | Q4 2025 | Jan 26, 2026 |
| MORGAN STANLEY | History | Added to | 985 | 73 | 0.0% | 0.0% | 29 | +111 | 12.7% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 500 | 37 | 0.0% | — | 30 | +500 | New | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 446 | 33 | 0.0% | 0.0% | 31 | +125 | 38.94% | Q4 2025 | Feb 06, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 418 | 31 | 0.01% | — | 32 | +418 | New | Q4 2025 | Feb 09, 2026 |
| ROYAL BANK OF CANADA | History | New | 326 | 24 | 0.0% | — | 33 | +326 | New | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 136 | 10 | 0.0% | — | 34 | +136 | New | Q4 2025 | Feb 05, 2026 |
| UBS Group AG | History | New | 99 | 7 | 0.0% | — | 35 | +99 | New | Q4 2025 | Jan 29, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 71 | 5 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| ASSETMARK, INC | History | No change | 59 | 4 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Colonial Trust Co / SC | History | No change | 56 | 4 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Added to | 33 | 2 | 0.0% | 0.0% | 39 | +5 | 17.86% | Q4 2025 | Feb 13, 2026 |
| Bill Few Associates, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -3,459 | -100.0% | Q3 2025 | Oct 16, 2025 |