Who Owns Dimensional - US Large Cap Vector ETF (DFVX)?Hedge Fund & Institutional Holders

$75.43+0.41 (+0.55%)Financial ServicesNYSE_ARCA

Institutional Holders

42

as of Q4 2025

Total Institutional Value

$3.090700079190003e+151T

% of Float Held

—

QoQ Change in Holders

+14 / -1

Price History

$57.47$62.73$67.99$73.25$78.51Aug 24May 25Mar 26

DFVX — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Wealthquest CorpNew Position+416K+$30.9B
CURIO WEALTH, LLCIncreased+23K+$1.9B
EWA, LLCNew Position+15K+$1.1B
Vantage Point Financial LLCNew Position+12K+$912.0M
Pinion Investment Advisors, LLCNew Position+11K+$813.0M
PRIVATE TRUST CO NANew Position+5K+$352.0M
Signature Resources Capital Management, LLCNew Position+2K+$111.0M
OPTIMA CAPITAL LLCNew Position+1K+$100.0M
CARY STREET PARTNERS INVESTMENT ADVISORY LLCNew Position+418+$31.0M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+214K+$16.3M
Chicago Partners Investment Group LLCNew Position+91K+$7.0M
UBS Group AGNew Position+99+$7.0M
Elite Life Management LLCNew Position+79K+$6.2M
ELEVATE WEALTH ADVISORY, INCNew Position+71+$5.0M
First Financial Group CorpNew Position+15K+$1.1M

DFVX — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
HBK Sorce Advisory LLCDecreased-16K-$315.1B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-12K-$1.8B
CITADEL ADVISORS LLCDecreased-6K-$1.2B
Strategic Investment Solutions, Inc. /ILClosed Position-4K-$308.5M
HighTower Advisors, LLCDecreased-190-$287.8M
ROYAL BANK OF CANADADecreased-1K-$133.0M
CARY STREET PARTNERS FINANCIAL LLCDecreased-1K-$78.7M
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLCDecreased-4K-$58.8M
American Investment Services, Inc.Decreased-208-$-4K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Wealthquest Corp415,700$30.9B2.33%Share
2CURIO WEALTH, LLC105,291$7.9B2.81%Share
3UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC40,225$3.1B2.28%Share
4CITADEL ADVISORS LLC38,329$2.0B0.30%Share
5WPWealth LLP16,590$1.2B0.19%Share
6EWA, LLC14,828$1.1B0.27%Share
7CARY STREET PARTNERS FINANCIAL LLC14,009$1.0B0.03%Share
8SUSQUEHANNA INTERNATIONAL GROUP, LLP26,329$1.0B0.12%Share
9Vantage Point Financial LLC12,273$912.0M0.33%Share
10Pinion Investment Advisors, LLC10,935$813.0M0.20%Share
11PRIVATE TRUST CO NA4,739$352.0M0.03%Share
12HBK Sorce Advisory LLC4,304,199$336.0M0.01%Share
13Rockwood Wealth Management, LLC3,983$296.0M0.02%Share
14Signature Resources Capital Management, LLC1,500$111.0M0.06%Share
15OPTIMA CAPITAL LLC1,345$100.0M0.04%Share
16CARY STREET PARTNERS INVESTMENT ADVISORY LLC418$31.0M0.01%Share
17WEALTH ENHANCEMENT ADVISORY SERVICES, LLC214,005$16.3M0.02%Share
18Chicago Partners Investment Group LLC91,421$7.0M0.17%Share
19UBS Group AG99$7.0M0.00%Share
20Elite Life Management LLC78,937$6.2M10.02%Share
21M Holdings Securities, Inc.67,918$5.0M0.36%Share
22ELEVATE WEALTH ADVISORY, INC71$5.0M0.00%Share
23ASSETMARK, INC59$4.0M0.01%Share
24First Financial Group Corp14,690$1.1M0.93%Share
25American Investment Services, Inc.11,676$868K0.20%Share
26Northwest Bancshares, Inc.5,883$437K0.08%Share
27CWM, LLC1,077$80K0.00%Share
28Allworth Financial LP136$10K0.00%Share
29ROYAL BANK OF CANADA326$00.00%Share
30Colonial Trust Co / SC56$00.00%Share
31WELLS FARGO & COMPANY/MN1,503$00.00%Share
32OSAIC HOLDINGS, INC.500$00.00%Share
33MORGAN STANLEY111$00.00%Share
34MORGAN STANLEY874$00.00%Share
35CARY STREET PARTNERS INVESTMENT ADVISORY LLC0$00.00%Share
36BNP PARIBAS FINANCIAL MARKETS1,533$00.00%Share
37LPL Financial LLC8,058$00.00%Share
38JONES FINANCIAL COMPANIES LLLP0$00.00%Share
39CITIGROUP INC33$00.00%Share
40JPMORGAN CHASE & CO0$00.00%Share
41PNC FINANCIAL SERVICES GROUP, INC.446$00.00%Share
42HighTower Advisors, LLC3,767$00.00%Share

DFVX Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202540$51.4B+18
Q3 202522$334.7B-1
Q2 202523$316.6B-2
Q1 202525$283.7B+5
Q4 202420$331.0B+9
Q3 202411$275.8B+2
Q2 20249$174.5B+1
Q1 20248$163.0B—

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As of Q4 2025, 42 institutional investors hold DFVX (Dimensional - US Large Cap Vector ETF). The largest holder is Wealthquest Corp with $30.9B in shares. This quarter, 14 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own DFVX?

As of Q4 2025, 42 institutional investors report holding DFVX (Dimensional - US Large Cap Vector ETF) in their 13F filings.

Who is the largest institutional holder of DFVX?

The largest institutional holder of DFVX is Wealthquest Corp with $30.9B in shares.

Is institutional ownership of DFVX increasing or decreasing?

This quarter, 14 institutions opened new positions in DFVX and 1 closed their positions.