DaveManuel.com · Institutional Ownership · Who Owns It
DIMENSIONAL ETF TRUST (DFVX)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
51
Reporting holders
$488.8M
Reported value
0.0%
Calls
0.0%
Puts
+8
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | $384.9M | 4,498,358 | 7.30% | 11q | +1.7%+$6.3M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $29.3M | 352,093 | 0.05% | 6q | +9.3%+$2.5M |
| Wealthquest Corp | $19.9M | 242,157 | 1.26% | 8q | -64.6%-$36.4M |
| CURIO WEALTH, LLC | $10.5M | 127,323 | 3.25% | 7q | +10.0%+$950.4K |
| Chicago Partners Investment Group LLC | $8.5M | 104,531 | 0.17% | 10q | +10.0%+$774.6K |
| Elite Life Management LLC | $7.4M | 86,039 | 8.62% | 11q | +5.2%+$362.2K |
| Medallion Wealth Advisors, LLC | $3.9M | 47,862 | 1.24% | 7q | +2.4%+$90.9K |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | $3.8M | 44,209 | 2.25% | 11q | +2.8%+$102.3K |
| GOLDMAN SACHS GROUP INC | $2.3M | 28,394 | 0.00% | new | NEW |
| M Holdings Securities, Inc. | $2.2M | 26,427 | 0.30% | 5q | -61.1%-$3.4M |
| LPL Financial LLC | $1.7M | 20,110 | 0.00% | 5q | +132.7%+$943.1K |
| First Financial Group Corp | $1.5M | 18,470 | 1.10% | 6q | +4.5%+$65.8K |
| CITADEL ADVISORS LLC | $1.4M | 16,773 | 0.00% | 5q | -5.1%-$74.6K |
| WPWealth LLP | $1.4M | 16,590 | 0.20% | 7q | HELD |
| Vantage Point Financial LLC | $1.0M | 12,221 | 0.31% | 7q | HELD |
| BDFS Capital LLC | $838.7K | 10,199 | 0.36% | new | NEW |
| Pinion Investment Advisors, LLC | $824.1K | 10,022 | 0.16% | 11q | -4.4%-$38.1K |
| CARY STREET PARTNERS FINANCIAL LLC | $811.0K | 9,862 | 0.02% | 7q | -12.6%-$117.4K |
| American Investment Services, Inc. | $672.7K | 8,180 | 0.14% | 11q | -11.2%-$84.7K |
| EWA, LLC | $670.0K | 8,148 | 0.12% | 3q | -24.7%-$220.0K |
| Northwest Bancshares, Inc. | $483.8K | 5,883 | 0.09% | 4q | HELD |
| Haverford Trust Co | $409.8K | 4,983 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $404.7K | 4,921 | 0.00% | 2q | +698.9%+$354.0K |
| Wealth Enhancement Trust Services, Inc. | $389.7K | 4,739 | 0.04% | new | NEW |
| Rockwood Wealth Management, LLC | $327.5K | 3,983 | 0.02% | 5q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $316.9K | 3,854 | 0.00% | 4q | +96.9%+$156.0K |
| HighTower Advisors, LLC | $311.7K | 3,791 | 0.00% | 11q | HELD |
| Betterment LLC | $294.0K | 3,578 | 0.00% | 2q | +15.8%+$40.2K |
| IEQ CAPITAL, LLC | $275.3K | 3,348 | 0.00% | new | NEW |
| Strategic Investment Solutions, Inc. /IL | $244.0K | 2,967 | 0.06% | 10q | HELD |
| Independent Wealth Advisors LLC | $226.6K | 2,756 | 0.21% | new | NEW |
| Legacy Capital Wealth Partners, LLC | $208.1K | 2,531 | 0.04% | new | NEW |
| HighPoint Advisor Group LLC | $206.7K | 2,513 | 0.01% | new | NEW |
| Evanson Financial, LLC | $205.7K | 2,502 | 0.01% | new | FIRST |
| MORGAN STANLEY | $159.0K | 1,933 | 0.00% | 9q | +1595.6%+$149.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $141.0K | 1,715 | 0.00% | 2q | HELD |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $139.3K | 1,693 | 0.03% | 3q | +222.5%+$96.1K |
| Signature Resources Capital Management, LLC | $123.3K | 1,500 | 0.05% | 5q | HELD |
| RAFFA WEALTH MANAGEMENT, LLC | $119.2K | 1,450 | 0.02% | 6q | HELD |
| Aptus Capital Advisors, LLC | $82.2K | 1,000 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $73.7K | 896 | 0.00% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $53.9K | 655 | 0.00% | 3q | +18.0%+$8.2K |
| ASSETMARK, INC | $31.1K | 378 | 0.00% | 6q | HELD |
| Crews Bank & Trust | $26.7K | 325 | 0.00% | 2q | HELD |
| UBS Group AG | $26.1K | 317 | 0.00% | new | NEW |
| CITIGROUP INC | $11.3K | 138 | 0.00% | 4q | +331.2%+$8.7K |
| Allworth Financial LP | $11.3K | 137 | 0.00% | 3q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $10.7K | 130 | 0.00% | new | NEW |
| ELEVATE WEALTH ADVISORY, INC | $5.8K | 70 | 0.00% | 4q | HELD |
| Colonial Trust Co / SC | $4.6K | 56 | 0.00% | 5q | HELD |
| JPMORGAN CHASE & CO | $13 | none filed | 0.00% | 3q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 15 | $46.9M | 558,496 | 2 | 4 | 2 | 0.0% |
| Q2 2026 | 51 | $488.8M | 5,752,710 | 11 | 16 | 7 | 0.0% |
| Q1 2026 | 43 | $481.8M | 6,080,602 | 5 | 16 | 9 | 0.0% |
| Q4 2025 | 42 | $431.2M | 5,559,218 | 8 | 12 | 12 | 0.0% |
| Q3 2025 | 35 | $398.6M | 5,496,211 | 7 | 10 | 9 | 0.0% |
| Q2 2025 | 30 | $431.1M | 6,250,357 | 6 | 14 | 6 | 0.0% |
| Q1 2025 | 28 | $379.9M | 5,924,557 | 12 | 10 | 3 | 0.0% |
| Q4 2024 | 21 | $339.3M | 5,195,684 | 4 | 6 | 4 | 0.0% |
| Q3 2024 | 15 | $286.7M | 4,378,406 | 3 | 7 | 3 | 0.0% |
| Q2 2024 | 13 | $181.2M | 2,915,751 | 3 | 7 | 0 | 0.0% |
| Q1 2024 | 10 | $167.3M | 2,671,828 | 3 | 5 | 1 | 0.0% |
| Q4 2023 | 9 | $129.6M | 2,307,747 | 7 | 0 | 0 | 0.0% |