DIMENSIONAL ETF TRUST

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DFVX·25434V641·US·ETF

DFVX (DIMENSIONAL ETF TRUST) is held by 18 institutional investors as of Q2 2026. Largest holders: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($29.3M), GOLDMAN SACHS GROUP INC ($2.3M), LPL Financial LLC ($1.7M). Net institutional sentiment: Bullish.

18

Holders

(2 Elite)

$36.9M

Total Value

81% (16)

Consensus

13 buying - 3 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)65

Insider (Form 4)44

Activist (13D/13G)76

Congressional (STOCK Act)28

Holder Quality

21

★★★★★

Elite

73

★★★★

Strong

29

★★★

Solid

67

★★

Below

26

★

Weak

Held by 18 funds

2 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for DFVX.

Top Holders

Top Holders (18)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	352,093(+9.3%)	$29.3M	0.0%	+21.54%	31
GOLDMAN SACHS GROUP INC	New	28,394	$2.3M	0.0%	+3.79%	36
LPL Financial LLC	Increased	20,110(+132.7%)	$1.7M	0.0%	+10.98%	41
CITADEL ADVISORS LLC	Decreased	16,773(-5.1%)	$1.4M	0.0%	+21.59%	0
Haverford Trust Co	New	4,983	$409,765	0.0%	+3.79%	33
Farther Finance Advisors, LLC	Increased	4,921(+698.9%)	$404,666	0.0%	+1.26%	38
BNP PARIBAS FINANCIAL MARKETS	Increased	3,854(+96.9%)	$316,924	0.0%	+8.96%	38
HighTower Advisors, LLC	Increased	3,791(+0.3%)	$311,745	0.0%	+54.87%	23
IEQ CAPITAL, LLC	New	3,348	$275,314	0.0%	+3.79%	32
MORGAN STANLEY	Increased	1,933(+1595.6%)	$158,955	0.0%	+5.13%	25
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Unchanged	1,715	$141,029	0.0%	+10.04%	0
Aptus Capital Advisors, LLC	New	1,000	$82,233	0.0%	+3.79%	30
OSAIC HOLDINGS, INC.	Increased	655(+18.0%)	$53,861	0.0%	+11.95%	24
ASSETMARK, INC	Unchanged	378	$31,084	0.0%	+13.34%	0
UBS Group AG	New	317	$26,068	0.0%	+3.79%	29
CITIGROUP INC	Increased	138(+331.3%)	$11,348	0.0%	+6.64%	19
Allworth Financial LP	Unchanged	137	$11,285	0.0%	+13.92%	0
JPMORGAN CHASE & CO	Unchanged	0	$13	0.0%	+13.95%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Exited	0(-100.0%)	$3.6M	0.0%	+17.97%	0
PNC FINANCIAL SERVICES GROUP, INC.	Exited	0(-100.0%)	$9,287	0.0%	+12.50%	0

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DFVXDIMENSIONAL ETF TRUST

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer