Vault-13

DIMENSIONAL ETF TRUST DFVX

US LARGE CAP VEC · ETP · CUSIP 25434V641

31 institutional holders +1 vs Q1 2025
6,249,5366.2m shares reported held*
$431.1mreported value*
6 new 15 added 6 reduced 5 sold out net bought ≈ $19.6m (+325.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $68.98.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

02040Q4 23: 10Q1 24: 11Q2 24: 14Q3 24: 16Q4 24: 22Q1 25: 30Q2 25: 3131Q4 23Q2 24Q4 24Q2 25
Numbers
QuarterHolders
Q4 202310
Q1 202411
Q2 202414
Q3 202416
Q4 202422
Q1 202530
Q2 202531

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q1 24: 9 bought or addedQ1 24: 2 cut or sold outQ1 24Q2 24: 11 bought or addedQ2 24: 1 cut or sold outQ2 24Q3 24: 11 bought or addedQ3 24: 4 cut or sold outQ3 24Q4 24: 10 bought or addedQ4 24: 7 cut or sold outQ4 24Q1 25: 24 bought or addedQ1 25: 8 cut or sold outQ1 25Q2 25: 21 bought or addedQ2 25: 11 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q1 202492
Q2 2024111
Q3 2024114
Q4 2024107
Q1 2025248
Q2 20252111

Biggest buyers

HBK Sorce Advisory LLC Added +117,748+117.7k
M Holdings Securities, Inc. New +68,030+68.0k
CURIO WEALTH, LLC Added +67,571+67.6k
Wealthquest Corp Added +51,153+51.2k
CITADEL ADVISORS LLC New +23,339+23.3k
LPL Financial LLC New +8,928+8.9k
Elite Life Management LLC Added +7,551+7.6k
First Financial Group Corp Added +5,500+5.5k
Medallion Wealth Advisors, LLC Added +4,929+4.9k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +4,853+4.9k

Biggest sellers

MOSAIC FAMILY WEALTH PARTNERS, LLC Sold out -13,648-13.6k
Strategic Investment Solutions, Inc. /IL Reduced -10,931-10.9k
Pinion Investment Advisors, LLC Reduced -10,569-10.6k
Orion Capital Management LLC Sold out -4,226-4.2k
Cambridge Investment Research Advisors, Inc. Sold out -3,264-3.3k
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC Reduced -2,581-2.6k
CARY STREET PARTNERS FINANCIAL LLC Reduced -1,428-1.4k
WPWealth LLP Reduced -929-929
Tortoise Investment Management, LLC Sold out -310-310
PRIVATE TRUST CO NA Reduced -67-67

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HBK Sorce Advisory LLC 7.43% of their portfolio ERIE, PA 3,979,6534.0m $274.3m $274.3m 7.43% Added +117.7k +117,748
2 Wealthquest Corp 8.31% of their portfolio CINCINNATI, OH 1,528,4081.5m $105.3m $105.3m 8.31% Added +51.2k +51,153
3 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 183,222183.2k $12.8m $12.8m 0.02% Added +4.9k +4,853
4 Chicago Partners Investment Group LLC 0.18% of their portfolio CHICAGO, IL 86,73086.7k $6.1m $6.1m 0.18% Added +2.8k +2,788
5 UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 3.69% of their portfolio PITTSBURGH, PA 68,68668.7k $4.7m $4.7m 3.69% Reduced -2.6k -2,581
6 M Holdings Securities, Inc. 0.80% of their portfolio PORTLAND, OR 68,03068.0k $4.7m $4.7m 0.80% New
7 CURIO WEALTH, LLC 2.04% of their portfolio ANNAPOLIS, MD 67,72167.7k $4.7m $4.7m 2.04% Added +67.6k +67,571
8 Elite Life Management LLC 9.22% of their portfolio ERIE, PA 51,98852.0k $3.6m $3.6m 9.22% Added +7.6k +7,551
9 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 38,94738.9k $2.7m $2.7m 0.00% Added +752 +752
10 Medallion Wealth Advisors, LLC 0.91% of their portfolio FARMINGTON, CT 34,01734.0k $2.4m $2.4m 0.91% Added +4.9k +4,929
11 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 23,33923.3k $1.6m $1.6m 0.00% New
12 WPWealth LLP 0.21% of their portfolio FORT WORTH, TX 16,59016.6k $1.1m $1.1m 0.21% Reduced -929 -929
13 Vantage Point Financial LLC 0.48% of their portfolio LISLE, IL 15,76115.8k $1.1m $1.1m 0.48% Added +1.4k +1,354
14 CARY STREET PARTNERS FINANCIAL LLC 0.03% of their portfolio RICHMOND, VA 14,40714.4k $992.9k $992.9k 0.03% Reduced -1.4k -1,428
15 American Investment Services, Inc. 0.22% of their portfolio GREAT BARRINGTON, MA 12,71212.7k $876.1k $876.1k 0.22% Added +498 +498
16 Pinion Investment Advisors, LLC 0.25% of their portfolio WICHITA, KS 10,58310.6k $729.4k $729.4k 0.25% Reduced -10.6k -10,569
17 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 8,9288.9k $615.3k $615.3k 0.00% New
18 First Financial Group Corp 0.59% of their portfolio RALEIGH, NC 8,8008.8k $606.5k $606.5k 0.59% Added +5.5k +5,500
19 Strategic Investment Solutions, Inc. /IL 0.12% of their portfolio ORLAND PARK, IL 5,8525.9k $403.3k $403.3k 0.12% Reduced -10.9k -10,931
20 SC&H Financial Advisors, Inc. 0.06% of their portfolio HUNT VALLEY, MD 4,7884.8k $330.0k $330.0k 0.06% Added +885 +885
21 PRIVATE TRUST CO NA 0.03% of their portfolio CLEVELAND, OH 4,7394.7k $326.6k $326.6k 0.03% Reduced -67 -67
22 Rockwood Wealth Management, LLC 0.02% of their portfolio New Hope, PA 3,9834.0k $274.5k $274.5k 0.02% New
23 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 3,9433.9k $271.7k $271.7k 0.00% Added +14 +14
24 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 3,6703.7k $252.0k $252.0k 0.00% Added +2.0k +1,973
25 Signature Resources Capital Management, LLC 0.06% of their portfolio NEWPORT BEACH, CA 1,5001.5k $103.4k $103.4k 0.06% New
26 RAFFA WEALTH MANAGEMENT, LLC 0.02% of their portfolio WASHINGTON, DC 1,4891.5k $102.6k $102.6k 0.02% Added +206 +206
27 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 935935 $64.4k $64.4k 0.00% Unchanged
28 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 821821 $56.6k $56.6k 0.00% Unchanged
29 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 5959 $4.1k $4.1k 0.00% Unchanged
30 Colonial Trust Co / SC 0.00% of their portfolio SPARTANBURG, SC 5656 $3.9k $3.9k 0.00% New
31 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged