Who owns Dimensional US Large Cap Vector ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DFVX from SEC Form 13F filings across 51 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 51 institutions disclosed 5.8M shares of Dimensional US Large Cap Vector ETF worth $488.8M — about 93.6% of shares outstanding; the largest disclosed holder is HBK Sorce Advisory LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
51
13F holders
$488.8M
value, 2026 filers
93.6%
of shares outstanding (5.8M sh)
13
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DFVX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | HBK Sorce Advisory LLC | 4.5M | $384.9M | 7.3% | 73.2% | +1.7% |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 352,093 | $29.3M | 0.0% | 5.7% | +9.3% |
| 3 | Wealthquest Corp | 242,157 | $19.9M | 1.3% | 3.9% | -41.7% |
| 4 | CURIO WEALTH, LLC | 127,323 | $10.5M | 3.2% | 2.1% | +10.0% |
| 5 | Chicago Partners Investment Group LLC | 104,531 | $8.5M | 0.2% | 1.7% | +10.0% |
| 6 | Elite Life Management LLC | 86,039 | $7.4M | 8.6% | 1.4% | +5.2% |
| 7 | Medallion Wealth Advisors, LLC | 47,862 | $3.9M | 1.2% | 0.8% | +2.4% |
| 8 | UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 44,209 | $3.8M | 2.3% | 0.7% | +2.8% |
| 9 | GOLDMAN SACHS GROUP INCNEW | 28,394 | $2.3M | 0.0% | 0.5% | new |
| 10 | M Holdings Securities, Inc. | 26,427 | $2.2M | 0.3% | 0.4% | -61.1% |
| 11 | LPL Financial LLC | 20,110 | $1.7M | 0.0% | 0.3% | +132.7% |
| 12 | First Financial Group Corp | 18,470 | $1.5M | 1.1% | 0.3% | +4.5% |
| 13 | CITADEL ADVISORS LLC | 16,773 | $1.4M | 0.0% | 0.3% | -5.1% |
| 14 | WPWealth LLP | 16,590 | $1.4M | 0.2% | 0.3% | 0.0% |
| 15 | Vantage Point Financial LLC | 12,221 | $1.0M | 0.3% | 0.2% | +0.1% |
| 16 | BDFS Capital LLCNEW | 10,199 | $838,676 | 0.4% | 0.2% | new |
| 17 | Pinion Investment Advisors, LLC | 10,022 | $824,134 | 0.2% | 0.2% | -4.4% |
| 18 | CARY STREET PARTNERS FINANCIAL LLC | 9,862 | $810,983 | 0.0% | 0.2% | -12.6% |
| 19 | American Investment Services, Inc. | 8,180 | $672,683 | 0.1% | 0.1% | -11.2% |
| 20 | EWA, LLC | 8,148 | $669,998 | 0.1% | 0.1% | -24.7% |
| 21 | Northwest Bancshares, Inc. | 5,883 | $483,774 | 0.1% | 0.1% | 0.0% |
| 22 | Haverford Trust CoNEW | 4,983 | $409,765 | 0.0% | 0.1% | new |
| 23 | Farther Finance Advisors, LLC | 4,921 | $404,666 | 0.0% | 0.1% | +698.9% |
| 24 | Wealth Enhancement Trust Services, Inc.NEW | 4,739 | $389,700 | 0.0% | 0.1% | new |
| 25 | Rockwood Wealth Management, LLC | 3,983 | $327,533 | 0.0% | 0.1% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.