DIMENSIONAL ETF TRUST

Watch

Share

DFVX·25434V641·US·etf·Unknown - Unknown

US LARGE CAP VEC

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.

15

Holders

Avg rating(4 Elite)

$30.3M

Total Value

56% (19)

Fund Consensus

10 buying - 8 selling

Smart Money Verdict

View all

55Mixed MomentumSingle Source

Institutional (13F)55

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

Get 5 free verdicts/month - sign up in 10 seconds

See how DFVX's score breaks down across 4 SEC sources

Holder Quality

4

★★★★★

Elite

6

★★★★

Strong

7

★★★

Solid

2

★★

Below

0

★

Weak

Held by 15 funds

4 elite

No recent insider, activist, or congressional trades found for this stock

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%	+16.79%	40
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	48,092(+82.7%)	$3.6M	0.0%	+15.78%	41
CITADEL ADVISORS LLC	Decreased	17,680(-53.9%)	$1.3M	0.0%	+14.97%	0
LPL Financial LLC	Increased	8,642(+7.3%)	$642,085	0.0%	+15.56%	26
HighTower Advisors, LLC	Increased	3,780(+0.3%)	$280,860	0.0%	+46.66%	23
BNP PARIBAS FINANCIAL MARKETS	Increased	1,957(+27.7%)	$145,400	0.0%	+8.27%	28
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	New	1,715	$127,420	0.0%	+4.06%	31
Farther Finance Advisors, LLC	New	616	$45,997	0.0%	+4.06%	28
OSAIC HOLDINGS, INC.	Increased	555(+11.0%)	$41,236	0.0%	+7.38%	22
ASSETMARK, INC	Increased	378(+540.7%)	$28,084	0.0%	+7.18%	31
Allworth Financial LP	Increased	137(+0.7%)	$10,167	0.0%	+7.73%	12
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	125(-72.0%)	$9,287	0.0%	+10.42%	0
MORGAN STANLEY	Decreased	114(-88.4%)	$8,470	0.0%	+25.19%	0
CITIGROUP INC	Decreased	32(-3.0%)	$2,378	0.0%	+10.91%	0
JPMORGAN CHASE & CO	Unchanged	0	$12	0.0%	+7.76%	0
JONES FINANCIAL COMPANIES LLLP	Exited	0	$0	0.0%	+3.55%	0
UBS Group AG	Exited	0(-100.0%)	$7,361	0.0%	+3.55%	0
ROYAL BANK OF CANADA	Exited	0(-100.0%)	$24,000	0.0%	+19.76%	0
WELLS FARGO & COMPANY/MN	Exited	0(-100.0%)	$111,748	0.0%	+7.14%	0

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Other Unknown stocks held by institutions

FISVFISERV INC

343 holders · $19.6B

SPYSTATE STR SPDR S&P 500 ETF T

293 holders · $272.3B

IVVISHARES TR

265 holders · $436.1B

IWMISHARES TR

243 holders · $61.1B

VOOVANGUARD INDEX FDS

243 holders · $198.5B

QQQINVESCO QQQ TR

240 holders · $91.1B

GLDSPDR GOLD TR

240 holders · $39B

XLFSELECT SECTOR SPDR TR

223 holders · $30.1B

EFAISHARES TR

222 holders · $43.9B

XLVSELECT SECTOR SPDR TR

216 holders · $20.8B

High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

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