Vault-13

DIMENSIONAL ETF TRUST DFVX

US LARGE CAP VEC · ETP · CUSIP 25434V641

52 institutional holders +9 vs Q1 2026
5,752,2475.8m shares reported held*
$488.7mreported value*
12 new 21 added 7 reduced 3 sold out net sold ≈ $27.0m (-328.1k 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 ($139.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $84.96.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q4 23: 10Q1 24: 11Q2 24: 14Q3 24: 16Q4 24: 22Q1 25: 30Q2 25: 31Q3 25: 35Q4 25: 43Q1 26: 43Q2 26: 5252Q4 23Q2 24Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q4 202310
Q1 202411
Q2 202414
Q3 202416
Q4 202422
Q1 202530
Q2 202531
Q3 202535
Q4 202543
Q1 202643
Q2 202652

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 24: 11 bought or addedQ3 24: 4 cut or sold outQ4 24: 10 bought or addedQ4 24: 7 cut or sold outQ4 24Q1 25: 24 bought or addedQ1 25: 8 cut or sold outQ2 25: 21 bought or addedQ2 25: 11 cut or sold outQ2 25Q3 25: 19 bought or addedQ3 25: 12 cut or sold outQ4 25: 21 bought or addedQ4 25: 13 cut or sold outQ4 25Q1 26: 24 bought or addedQ1 26: 15 cut or sold outQ2 26: 33 bought or addedQ2 26: 10 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024114
Q4 2024107
Q1 2025248
Q2 20252111
Q3 20251912
Q4 20252113
Q1 20262415
Q2 20263310

Biggest buyers

HBK Sorce Advisory LLC Added +73,351+73.4k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +29,973+30.0k
GOLDMAN SACHS GROUP INC New +28,394+28.4k
CURIO WEALTH, LLC Added +11,558+11.6k
LPL Financial LLC Added +11,468+11.5k
BDFS Capital LLC New +10,199+10.2k
Chicago Partners Investment Group LLC Added +9,472+9.5k
Haverford Trust Co New +4,983+5.0k
Wealth Enhancement Trust Services, Inc. New +4,739+4.7k
Farther Finance Advisors, LLC Added +4,305+4.3k

Biggest sellers

Wealthquest Corp Reduced -442,351-442.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -48,092-48.1k
M Holdings Securities, Inc. Reduced -41,491-41.5k
PRIVATE TRUST CO NA Sold out -4,739-4.7k
EWA, LLC Reduced -2,675-2.7k
CARY STREET PARTNERS FINANCIAL LLC Reduced -1,428-1.4k
American Investment Services, Inc. Reduced -1,030-1.0k
CITADEL ADVISORS LLC Reduced -907-907
Pinion Investment Advisors, LLC Reduced -463-463
PNC Financial Services Group, Inc. Sold out -125-125

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HBK Sorce Advisory LLC 7.51% of their portfolio ERIE, PA 4,498,3584.5m $384.9m $384.9m 7.51% Added +73.4k +73,351
2 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.05% of their portfolio PLYMOUTH, MN 352,093352.1k $29.3m $29.3m 0.05% Added +30.0k +29,973
3 Wealthquest Corp 1.26% of their portfolio CINCINNATI, OH 242,157242.2k $19.9m $19.9m 1.26% Reduced -442.4k -442,351
4 CURIO WEALTH, LLC 3.25% of their portfolio ANNAPOLIS, MD 127,323127.3k $10.5m $10.5m 3.25% Added +11.6k +11,558
5 Chicago Partners Investment Group LLC 0.17% of their portfolio CHICAGO, IL 104,531104.5k $8.5m $8.5m 0.17% Added +9.5k +9,472
6 Elite Life Management LLC 8.62% of their portfolio ERIE, PA 86,03986.0k $7.4m $7.4m 8.62% Added +4.2k +4,233
7 Medallion Wealth Advisors, LLC 1.24% of their portfolio FARMINGTON, CT 47,86247.9k $3.9m $3.9m 1.24% Added +1.1k +1,106
8 UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 2.25% of their portfolio PITTSBURGH, PA 44,20944.2k $3.8m $3.8m 2.25% Added +1.2k +1,196
9 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 28,39428.4k $2.3m $2.3m 0.00% New
10 M Holdings Securities, Inc. 0.30% of their portfolio PORTLAND, OR 26,42726.4k $2.2m $2.2m 0.30% Reduced -41.5k -41,491
11 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 20,11020.1k $1.7m $1.7m 0.00% Added +11.5k +11,468
12 First Financial Group Corp 1.10% of their portfolio RALEIGH, NC 18,47018.5k $1.5m $1.5m 1.10% Added +800 +800
13 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 16,77316.8k $1.4m $1.4m 0.00% Reduced -907 -907
14 WPWealth LLP 0.20% of their portfolio FORT WORTH, TX 16,59016.6k $1.4m $1.4m 0.20% Unchanged
15 Vantage Point Financial LLC 0.31% of their portfolio LISLE, IL 12,22112.2k $1.0m $1.0m 0.31% Added +9 +9
16 BDFS Capital LLC 0.36% of their portfolio REHOBOTH BEACH, DE 10,19910.2k $838.7k $838.7k 0.36% New
17 Pinion Investment Advisors, LLC 0.16% of their portfolio WICHITA, KS 10,02210.0k $824.1k $824.1k 0.16% Reduced -463 -463
18 CARY STREET PARTNERS FINANCIAL LLC 0.02% of their portfolio RICHMOND, VA 9,8629.9k $811.0k $811.0k 0.02% Reduced -1.4k -1,428
19 American Investment Services, Inc. 0.14% of their portfolio GREAT BARRINGTON, MA 8,1808.2k $672.7k $672.7k 0.14% Reduced -1.0k -1,030
20 EWA, LLC 0.12% of their portfolio PITTSBURGH, PA 8,1488.1k $670.0k $670.0k 0.12% Reduced -2.7k -2,675
21 Northwest Bancshares, Inc. 0.09% of their portfolio WARREN, PA 5,8835.9k $483.8k $483.8k 0.09% Unchanged
22 Haverford Trust Co 0.00% of their portfolio Radnor, PA 4,9835.0k $409.8k $409.8k 0.00% New
23 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 4,9214.9k $404.7k $404.7k 0.00% Added +4.3k +4,305
24 Wealth Enhancement Trust Services, Inc. 0.04% of their portfolio SIOUX FALLS, SD 4,7394.7k $389.7k $389.7k 0.04% New
25 Rockwood Wealth Management, LLC 0.02% of their portfolio New Hope, PA 3,9834.0k $327.5k $327.5k 0.02% Unchanged
26 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 3,8543.9k $316.9k $316.9k 0.00% Added +1.9k +1,897
27 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 3,7913.8k $311.7k $311.7k 0.00% Added +11 +11
28 Betterment LLC 0.00% of their portfolio NEW YORK, NY 3,5783.6k $294.0k $294.0k 0.00% Added +489 +489
29 IEQ CAPITAL, LLC 0.00% of their portfolio Foster City, CA 3,3483.3k $275.3k $275.3k 0.00% New
30 Strategic Investment Solutions, Inc. /IL 0.06% of their portfolio ORLAND PARK, IL 2,9673.0k $244.0k $244.0k 0.06% Added +8 +8
31 Independent Wealth Advisors LLC 0.21% of their portfolio CARY, NC 2,7562.8k $226.6k $226.6k 0.21% New
32 Legacy Capital Wealth Partners, LLC 0.04% of their portfolio LITTLE ROCK, AR 2,5312.5k $208.1k $208.1k 0.04% New
33 HighPoint Advisor Group LLC 0.01% of their portfolio DOWNERS GROVE, IL 2,5132.5k $206.7k $206.7k 0.01% New
34 Evanson Financial, LLC 0.01% of their portfolio MCLEAN, VA 2,5022.5k $205.7k $205.7k 0.01% First filing
35 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,9331.9k $159.0k $159.0k 0.00% Added +1.8k +1,819
36 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 1,7151.7k $141.0k $141.0k 0.00% Unchanged
37 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.03% of their portfolio RICHMOND, VA 1,6931.7k $139.3k $139.3k 0.03% Added +1.2k +1,168
38 Signature Resources Capital Management, LLC 0.05% of their portfolio NEWPORT BEACH, CA 1,5001.5k $123.3k $123.3k 0.05% Unchanged
39 RAFFA WEALTH MANAGEMENT, LLC 0.02% of their portfolio WASHINGTON, DC 1,4501.4k $119.2k $119.2k 0.02% Added +4 +4
40 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 1,2301.2k $101.2k $101.2k 0.00% New
41 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 1,0001.0k $82.2k $82.2k 0.00% New
42 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 896896 $73.7k $73.7k 0.00% Added +1 +1
43 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 655655 $53.9k $53.9k 0.00% Added +100 +100
44 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 378378 $31.1k $31.1k 0.00% Unchanged
45 Crews Bank & Trust 0.00% of their portfolio PORT CHARLOTTE, FL 325325 $26.7k $26.7k 0.00% Unchanged
46 UBS Group AG 0.00% of their portfolio ZURICH, V8 317317 $26.1k $26.1k 0.00% New
47 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 138138 $11.3k $11.3k 0.00% Added +106 +106
48 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 137137 $11.3k $11.3k 0.00% Unchanged
49 FIDUCIARY FINANCIAL ADVISORS 0.00% of their portfolio GRAND RAPIDS, MI 130130 $10.7k $10.7k 0.00% New
50 ELEVATE WEALTH ADVISORY, INC 0.00% of their portfolio ATHENS, GA 7070 $5.8k $5.8k 0.00% Unchanged
51 Colonial Trust Co / SC 0.00% of their portfolio SPARTANBURG, SC 5656 $4.6k $4.6k 0.00% Unchanged
52 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 00 $13 $13 0.00% Unchanged