DFVX Institutional Ownership
Dimensional US Large Cap Vector ETF
1W: -0.5%
1M: -1.2%
3M: +1.6%
YTD: +12.6%
1Y: +15.7%
$84.06
+0.40 (+0.47%)
Weekly Expected Move ±1.4%
$82
$83
$84
$85
$86
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — DFVX
55
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
489M
Total Invested
13
New Positions
21
Increased
10
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (59 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | HBK Sorce Advisory LLC | 4,498,358 | $378M | +73,351 | +1.7% | 11Q | SEC ↗ |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 352,093 | $30M | +29,973 | +9.3% | 6Q | SEC ↗ |
| 3 | Wealthquest Corp | 242,157 | $20M | -26,651 | -9.9% | 8Q | SEC ↗ |
| 4 | CURIO WEALTH, LLC | 127,323 | $11M | +11,558 | +10.0% | 7Q | SEC ↗ |
| 5 | Chicago Partners Investment Group LLC | 104,531 | $9M | +9,472 | +10.0% | 10Q | SEC ↗ |
| 6 | Elite Life Management LLC | 86,039 | $7M | +4,233 | +5.2% | 11Q | SEC ↗ |
| 7 | Medallion Wealth Advisors, LLC | 47,862 | $4M | +1,106 | +2.4% | 7Q | SEC ↗ |
| 8 | UP STRATEGIC WEALTH INVESTMENT ADVISOR | 44,209 | $4M | +1,196 | +2.8% | 11Q | SEC ↗ |
| 9 | GOLDMAN SACHS GROUP INC NEW | 28,394 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 10 | M Holdings Securities, Inc. | 26,427 | $2M | -41,491 | -61.1% | 5Q | SEC ↗ |
| 11 | LPL Financial LLC | 20,110 | $2M | +11,468 | +132.7% | 5Q | SEC ↗ |
| 12 | First Financial Group Corp | 18,470 | $2M | +800 | +4.5% | 6Q | SEC ↗ |
| 13 | CITADEL ADVISORS LLC | 16,773 | $1M | -907 | -5.1% | 5Q | SEC ↗ |
| 14 | WPWealth LLP | 16,590 | $1M | — | +0.0% | 7Q | SEC ↗ |
| 15 | Vantage Point Financial LLC | 12,221 | $1M | +9 | +0.1% | 7Q | SEC ↗ |
| 16 | BDFS Capital LLC NEW | 10,199 | $857K | — | +0.0% | 1Q | SEC ↗ |
| 17 | Pinion Investment Advisors, LLC | 10,022 | $842K | -463 | -4.4% | 11Q | SEC ↗ |
| 18 | CARY STREET PARTNERS FINANCIAL LLC | 9,862 | $829K | -1,428 | -12.6% | 7Q | SEC ↗ |
| 19 | American Investment Services, Inc. | 8,180 | $688K | -1,030 | -11.2% | 11Q | SEC ↗ |
| 20 | EWA, LLC | 8,148 | $685K | -2,675 | -24.7% | 3Q | SEC ↗ |
| 21 | Northwest Bancshares, Inc. | 5,883 | $495K | — | +0.0% | 4Q | SEC ↗ |
| 22 | Haverford Trust Co NEW | 4,983 | $419K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Farther Finance Advisors, LLC | 4,921 | $414K | +4,305 | +698.9% | 2Q | SEC ↗ |
| 24 | Wealth Enhancement Trust Services, Inc NEW | 4,739 | $398K | — | +0.0% | 1Q | SEC ↗ |
| 25 | Rockwood Wealth Management, LLC | 3,983 | $335K | — | +0.0% | 5Q | SEC ↗ |
| 26 | BNP PARIBAS FINANCIAL MARKETS | 3,854 | $324K | +1,897 | +96.9% | 4Q | SEC ↗ |
| 27 | HighTower Advisors, LLC | 3,791 | $319K | +11 | +0.3% | 11Q | SEC ↗ |
| 28 | Betterment LLC | 3,578 | $301K | +489 | +15.8% | 2Q | SEC ↗ |
| 29 | IEQ CAPITAL, LLC NEW | 3,348 | $281K | — | +0.0% | 1Q | SEC ↗ |
| 30 | Strategic Investment Solutions, Inc. / | 2,967 | $249K | +8 | +0.3% | 9Q | SEC ↗ |
| 31 | Independent Wealth Advisors LLC NEW | 2,756 | $232K | — | +0.0% | 1Q | SEC ↗ |
| 32 | Legacy Capital Wealth Partners, LLC NEW | 2,531 | $213K | — | +0.0% | 1Q | SEC ↗ |
| 33 | HighPoint Advisor Group LLC NEW | 2,513 | $211K | — | +0.0% | 1Q | SEC ↗ |
| 34 | Evanson Financial, LLC NEW | 2,502 | $210K | — | +0.0% | 1Q | SEC ↗ |
| 35 | MORGAN STANLEY | 1,933 | $162K | +1,819 | +1595.6% | 9Q | SEC ↗ |
| 36 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 1,715 | $144K | — | +0.0% | 2Q | SEC ↗ |
| 37 | CARY STREET PARTNERS INVESTMENT ADVISO | 1,693 | $142K | +1,168 | +222.5% | 3Q | SEC ↗ |
| 38 | Signature Resources Capital Management | 1,500 | $126K | — | +0.0% | 5Q | SEC ↗ |
| 39 | RAFFA WEALTH MANAGEMENT, LLC | 1,450 | $122K | +4 | +0.3% | 6Q | SEC ↗ |
| 40 | Integrated Wealth Concepts LLC NEW | 1,230 | $103K | — | +0.0% | 1Q | SEC ↗ |
| 41 | CWM, LLC | 1,077 | $91K | — | +0.0% | 2Q | SEC ↗ |
| 42 | Aptus Capital Advisors, LLC NEW | 1,000 | $84K | — | +0.0% | 1Q | SEC ↗ |
| 43 | HARBOUR INVESTMENTS, INC. | 896 | $75K | +1 | +0.1% | 2Q | SEC ↗ |
| 44 | OSAIC HOLDINGS, INC. | 655 | $55K | +100 | +18.0% | 3Q | SEC ↗ |
| 45 | ASSETMARK, INC | 378 | $32K | — | +0.0% | 6Q | SEC ↗ |
| 46 | Crews Bank & Trust | 325 | $27K | — | +0.0% | 2Q | SEC ↗ |
| 47 | UBS Group AG NEW | 317 | $27K | — | +0.0% | 1Q | SEC ↗ |
| 48 | CITIGROUP INC | 138 | $12K | +106 | +331.2% | 4Q | SEC ↗ |
| 49 | Allworth Financial LP | 137 | $12K | — | +0.0% | 3Q | SEC ↗ |
| 50 | FIDUCIARY FINANCIAL ADVISORS NEW | 130 | $11K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 28,394 | $2M |
| BDFS Capital LLC | 10,199 | $857K |
| Haverford Trust Co | 4,983 | $419K |
| Wealth Enhancement Trust Services, | 4,739 | $398K |
| IEQ CAPITAL, LLC | 3,348 | $281K |
| Independent Wealth Advisors LLC | 2,756 | $232K |
| Legacy Capital Wealth Partners, LLC | 2,531 | $213K |
| HighPoint Advisor Group LLC | 2,513 | $211K |
| Evanson Financial, LLC | 2,502 | $210K |
| Integrated Wealth Concepts LLC | 1,230 | $103K |
| Aptus Capital Advisors, LLC | 1,000 | $84K |
| UBS Group AG | 317 | $27K |
| FIDUCIARY FINANCIAL ADVISORS | 130 | $11K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 48,092 | $4M |
| PRIVATE TRUST CO NA | 4,739 | $398K |
| WELLS FARGO & COMPANY/MN | 1,503 | $126K |
| OPTIMA CAPITAL LLC | 1,345 | $113K |
| ROYAL BANK OF CANADA | 326 | $27K |
| PNC FINANCIAL SERVICES GROUP, INC. | 125 | $11K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| HBK Sorce Advisory LLC | +73,351 | +1.7% | 4,498,358 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +29,973 | +9.3% | 352,093 |
| CURIO WEALTH, LLC | +11,558 | +10.0% | 127,323 |
| LPL Financial LLC | +11,468 | +132.7% | 20,110 |
| Chicago Partners Investment Group L | +9,472 | +10.0% | 104,531 |
| Farther Finance Advisors, LLC | +4,305 | +698.9% | 4,921 |
| Elite Life Management LLC | +4,233 | +5.2% | 86,039 |
| BNP PARIBAS FINANCIAL MARKETS | +1,897 | +96.9% | 3,854 |
| MORGAN STANLEY | +1,819 | +1595.6% | 1,933 |
| UP STRATEGIC WEALTH INVESTMENT ADVI | +1,196 | +2.8% | 44,209 |
| CARY STREET PARTNERS INVESTMENT ADV | +1,168 | +222.5% | 1,693 |
| Medallion Wealth Advisors, LLC | +1,106 | +2.4% | 47,862 |
| First Financial Group Corp | +800 | +4.5% | 18,470 |
| Betterment LLC | +489 | +15.8% | 3,578 |
| CITIGROUP INC | +106 | +331.2% | 138 |
| OSAIC HOLDINGS, INC. | +100 | +18.0% | 655 |
| HighTower Advisors, LLC | +11 | +0.3% | 3,791 |
| Vantage Point Financial LLC | +9 | +0.1% | 12,221 |
| Strategic Investment Solutions, Inc | +8 | +0.3% | 2,967 |
| RAFFA WEALTH MANAGEMENT, LLC | +4 | +0.3% | 1,450 |
Biggest Decreases (7)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| M Holdings Securities, Inc. | -41,491 | -61.1% | 26,427 |
| Wealthquest Corp | -26,651 | -9.9% | 242,157 |
| EWA, LLC | -2,675 | -24.7% | 8,148 |
| CARY STREET PARTNERS FINANCIAL LLC | -1,428 | -12.6% | 9,862 |
| American Investment Services, Inc. | -1,030 | -11.2% | 8,180 |
| CITADEL ADVISORS LLC | -907 | -5.1% | 16,773 |
| Pinion Investment Advisors, LLC | -463 | -4.4% | 10,022 |