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Who owns DFVXWhat DFVX owns — n/a

Who owns Dimensional US Large Cap Vector ETF?

Institutional ownership of DFVX from SEC Form 13F filings across 33 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.

33

13F holders

$436.9M

value, 2026 filers

83.5%

of shares outstanding (5.1M sh)

9

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

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1HBK Sorce Advisory LLC4.5M$384.9M7.3%73.2%+1.7%
2WEALTH ENHANCEMENT ADVISORY SERVICES, LLC352,093$29.3M0.0%5.7%+9.3%
3Chicago Partners Investment Group LLC104,531$8.5M0.2%1.7%+10.0%
4Medallion Wealth Advisors, LLC47,862$3.9M1.2%0.8%+2.4%
5GOLDMAN SACHS GROUP INCNEW28,394$2.3M0.0%0.5%new
6LPL Financial LLC20,110$1.7M0.0%0.3%+132.7%
7CITADEL ADVISORS LLC16,773$1.4M0.0%0.3%-5.1%
8WPWealth LLP16,590$1.4M0.2%0.3%0.0%
9CARY STREET PARTNERS FINANCIAL LLC9,862$810,9830.0%0.2%-12.6%
10BNP PARIBAS FINANCIAL MARKETS3,854$316,9240.0%0.1%+96.9%
11HighTower Advisors, LLC3,791$311,7450.0%0.1%+0.3%
12Betterment LLC3,578$2940.0%0.1%+15.8%
13IEQ CAPITAL, LLCNEW3,348$275,3140.0%0.1%new
14Strategic Investment Solutions, Inc. /IL2,967$244,0200.1%0%+0.3%
15Legacy Capital Wealth Partners, LLCNEW2,531$208,1370.0%0%new
16HighPoint Advisor Group LLCNEW2,513$206,6500.0%0%new
17MORGAN STANLEY1,933$158,9550.0%0%+1595.6%
18NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,715$141,0290.0%0%0.0%
19CARY STREET PARTNERS INVESTMENT ADVISORY LLC1,693$139,2720.0%0%+222.5%
20Signature Resources Capital Management, LLC1,500$123,3490.0%0%0.0%
21RAFFA WEALTH MANAGEMENT, LLCNEW1,450$119,2170.0%0%new
22Integrated Wealth Concepts LLCNEW1,230$101,1780.0%0%new
23Aptus Capital Advisors, LLCNEW1,000$82,2330.0%0%new
24HARBOUR INVESTMENTS, INC.896$73,6540.0%0%+0.1%
25OSAIC HOLDINGS, INC.655$53,8610.0%0%+18.0%

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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.