Who Owns DFVX?
Dimensional - US Large Cap Vector ETF — Institutional Ownership & 13F Holdings
$80.27
+0.98 (+1.24%)
Market Cap
$460.4M
Shares Outstanding
5,616,885
Institutional Holders
25
Total Inst. Value
$284.7M
% of Float Held
—
QoQ Holder Change
+17
Institutional data as of Q1 2025
New Positions
12
Closed Positions
7
Increased
8
Decreased
4
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | HBK Sorce Advisory LLC | $247.7M | 3,861,905 |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew | $11.4M | 178,369 |
| 3 | Chicago Partners Investment Group LLC | $5.3M | 83,942 |
| 4 | UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | $4.6M | 71,267 |
| 5 | Elite Life Management LLC | $2.8M | 44,437 |
| 6 | CURIO WEALTH, LLC | $2.6M | 150 |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNew | $2.4M | 38,195 |
| 8 | Pinion Investment Advisors, LLC | $1.4M | 21,152 |
| 9 | Strategic Investment Solutions, Inc. /IL | $1.1M | 16,783 |
| 10 | CARY STREET PARTNERS FINANCIAL LLC | $1.0M | 15,835 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| HBK Sorce Advisory LLC | +407K | $247.7M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew | +178K | $11.4M |
| Chicago Partners Investment Group LLC | +3K | $5.3M |
| Elite Life Management LLC | +6K | $2.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPNew | +38K | $2.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| CURIO WEALTH, LLC | -39K | $2.6M |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | -12K | $4.6M |
| American Investment Services, Inc. | -571 | $783K |
| ROYAL BANK OF CANADA | -274 | $109K |
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Frequently Asked Questions
How many institutional investors hold DFVX?
As of Q1 2025, 25 institutional investors report holding DFVX (Dimensional - US Large Cap Vector ETF) in their 13F filings.
Which hedge fund owns the most DFVX?
The largest institutional holder of DFVX is HBK Sorce Advisory LLC with $247.7M in shares.
Are institutions buying or selling DFVX?
This quarter, 12 institutions opened new positions in DFVX and 7 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.