DIMENSIONAL ETF TRUST (DFVX)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
50
Reporting holders
$486.4M
Reported value
0.0%
Held as options
+9
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | $384.9M | 4,498,358 | 7.30% | 11q | +1.7%+$6.3M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $29.3M | 352,093 | 0.05% | 6q | +9.3%+$2.5M |
| Wealthquest Corp | $19.9M | 242,157 | 1.26% | 8q | -41.7%-$14.3M |
| CURIO WEALTH, LLC | $10.5M | 127,323 | 3.25% | 7q | +10.0%+$950.4K |
| Chicago Partners Investment Group LLC | $8.5M | 104,531 | 0.17% | 10q | +10.0%+$774.6K |
| Elite Life Management LLC | $7.4M | 86,039 | 8.62% | 11q | +5.2%+$362.2K |
| Medallion Wealth Advisors, LLC | $3.9M | 47,862 | 1.24% | 7q | +2.4%+$90.9K |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | $3.8M | 44,209 | 2.25% | 11q | +2.8%+$102.3K |
| GOLDMAN SACHS GROUP INC | $2.3M | 28,394 | 0.00% | new | NEW |
| LPL Financial LLC | $1.7M | 20,110 | 0.00% | 5q | +132.7%+$943.1K |
| First Financial Group Corp | $1.5M | 18,470 | 1.10% | 6q | +4.5%+$65.8K |
| CITADEL ADVISORS LLC | $1.4M | 16,773 | 0.00% | 5q | -5.1%-$74.6K |
| WPWealth LLP | $1.4M | 16,590 | 0.20% | 7q | HELD |
| Vantage Point Financial LLC | $1.0M | 12,221 | 0.31% | 7q | HELD |
| BDFS Capital LLC | $838.7K | 10,199 | 0.36% | new | NEW |
| Pinion Investment Advisors, LLC | $824.1K | 10,022 | 0.16% | 11q | -4.4%-$38.1K |
| CARY STREET PARTNERS FINANCIAL LLC | $811.0K | 9,862 | 0.02% | 7q | -12.6%-$117.4K |
| American Investment Services, Inc. | $672.7K | 8,180 | 0.14% | 11q | -11.2%-$84.7K |
| EWA, LLC | $670.0K | 8,148 | 0.12% | 3q | -24.7%-$220.0K |
| Northwest Bancshares, Inc. | $483.8K | 5,883 | 0.09% | 4q | HELD |
| Haverford Trust Co | $409.8K | 4,983 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $404.7K | 4,921 | 0.00% | 2q | +698.9%+$354.0K |
| Wealth Enhancement Trust Services, Inc. | $389.7K | 4,739 | 0.02% | new | NEW |
| Rockwood Wealth Management, LLC | $327.5K | 3,983 | 0.02% | 5q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $316.9K | 3,854 | 0.00% | 4q | +96.9%+$156.0K |
| HighTower Advisors, LLC | $311.7K | 3,791 | 0.00% | 11q | HELD |
| IEQ CAPITAL, LLC | $275.3K | 3,348 | 0.00% | new | NEW |
| Strategic Investment Solutions, Inc. /IL | $244.0K | 2,967 | 0.06% | 10q | HELD |
| Independent Wealth Advisors LLC | $226.6K | 2,756 | 0.21% | new | NEW |
| Legacy Capital Wealth Partners, LLC | $208.1K | 2,531 | 0.04% | new | NEW |
| HighPoint Advisor Group LLC | $206.7K | 2,513 | 0.01% | new | NEW |
| Evanson Financial, LLC | $205.7K | 2,502 | 0.01% | new | FIRST |
| MORGAN STANLEY | $159.0K | 1,933 | 0.00% | 9q | +1595.6%+$149.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $141.0K | 1,715 | 0.00% | 2q | HELD |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $139.3K | 1,693 | 0.03% | 3q | +222.5%+$96.1K |
| Signature Resources Capital Management, LLC | $123.3K | 1,500 | 0.05% | 5q | HELD |
| RAFFA WEALTH MANAGEMENT, LLC | $119.2K | 1,450 | 0.02% | 6q | HELD |
| Integrated Wealth Concepts LLC | $101.2K | 1,230 | 0.00% | new | NEW |
| Aptus Capital Advisors, LLC | $82.2K | 1,000 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $73.7K | 896 | 0.00% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $53.9K | 655 | 0.00% | 3q | +18.0%+$8.2K |
| ASSETMARK, INC | $31.1K | 378 | 0.00% | 6q | HELD |
| Crews Bank & Trust | $26.7K | 325 | 0.00% | 2q | HELD |
| UBS Group AG | $26.1K | 317 | 0.00% | new | NEW |
| CITIGROUP INC | $11.3K | 138 | 0.00% | 4q | +331.2%+$8.7K |
| Allworth Financial LP | $11.3K | 137 | 0.00% | 3q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $10.7K | 130 | 0.00% | new | NEW |
| ELEVATE WEALTH ADVISORY, INC | $5.8K | 70 | 0.00% | 4q | HELD |
| Colonial Trust Co / SC | $4.6K | 56 | 0.00% | 5q | HELD |
| M Holdings Securities, Inc. | $2.2K | 26,427 | 0.30% | 5q | -61.1%-$3.4K |
| Betterment LLC | $294 | 3,578 | 0.00% | 2q | +15.8% |
| JPMORGAN CHASE & CO | $13 | 0 | 0.00% | 3q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 50 | $486.4M | 5,723,935 | 12 | 15 | 6 | 0.0% |
| Q1 2026 | 41 | $456.6M | 5,740,787 | 4 | 15 | 9 | 0.0% |
| Q4 2025 | 40 | $426.1M | 5,490,223 | 7 | 12 | 12 | 0.0% |
| Q3 2025 | 34 | $393.7M | 5,428,293 | 7 | 10 | 9 | 0.0% |
| Q2 2025 | 29 | $426.4M | 6,182,327 | 5 | 14 | 6 | 0.0% |
| Q1 2025 | 27 | $379.7M | 5,921,293 | 11 | 10 | 3 | 0.0% |
| Q4 2024 | 21 | $339.3M | 5,195,684 | 4 | 6 | 4 | 0.0% |
| Q3 2024 | 15 | $286.7M | 4,378,406 | 3 | 7 | 3 | 0.0% |
| Q2 2024 | 13 | $181.2M | 2,915,751 | 3 | 7 | 0 | 0.0% |
| Q1 2024 | 10 | $167.3M | 2,671,828 | 3 | 5 | 1 | 0.0% |
| Q4 2023 | 9 | $129.6M | 2,307,747 | 7 | 0 | 0 | 0.0% |