DIMENSIONAL ETF TRUST

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DFVX·25434V641·US·ETF·Unknown - Unknown

DFVX (DIMENSIONAL ETF TRUST) is held by 15 institutional investors as of Q1 2026. Largest holders: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($24.1M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($3.6M), CITADEL ADVISORS LLC ($1.3M). Net institutional sentiment: Mixed.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (15)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	322,120(+50.5%)	$24.1M	0.0%	+20.25%	40
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	48,092(+82.7%)	$3.6M	0.0%	+19.21%	41
CITADEL ADVISORS LLC	Decreased	17,680(-53.9%)	$1.3M	0.0%	+18.38%	0
LPL Financial LLC	Increased	8,642(+7.3%)	$642,085	0.0%	+18.98%	26
HighTower Advisors, LLC	Increased	3,780(+0.3%)	$280,860	0.0%	+51.00%	23
BNP PARIBAS FINANCIAL MARKETS	Increased	1,957(+27.7%)	$145,400	0.0%	+11.48%	28
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	New	1,715	$127,420	0.0%	+7.14%	31
Farther Finance Advisors, LLC	New	616	$45,997	0.0%	+7.14%	28
OSAIC HOLDINGS, INC.	Increased	555(+11.0%)	$41,236	0.0%	+10.56%	22
ASSETMARK, INC	Increased	378(+540.7%)	$28,084	0.0%	+10.35%	31
Allworth Financial LP	Increased	137(+0.7%)	$10,167	0.0%	+10.92%	12
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	125(-72.0%)	$9,287	0.0%	+13.69%	0
MORGAN STANLEY	Decreased	114(-88.4%)	$8,470	0.0%	+28.89%	0
CITIGROUP INC	Decreased	32(-3.0%)	$2,378	0.0%	+14.19%	0
JPMORGAN CHASE & CO	Unchanged	0	$12	0.0%	+10.95%	0
JONES FINANCIAL COMPANIES LLLP	Exited	0	$0	0.0%	+3.55%	0
ROYAL BANK OF CANADA	Exited	0(-100.0%)	$24,000	0.0%	+19.76%	0
UBS Group AG	Exited	0(-100.0%)	$7,361	0.0%	+3.55%	0
WELLS FARGO & COMPANY/MN	Exited	0(-100.0%)	$111,748	0.0%	+7.14%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer