DFVX DIMENSIONAL ETF TRUST: institutional ownership and insider trading

54 funds reported holding $493M of DIMENSIONAL ETF TRUST in their latest 13F filings; in Q2 2026 funds net sold $4.98M, with 11 new positions and 3 funds selling out.

Famous investors holding DFVX

Largest institutional holders of DFVX

  1. HBK Sorce Advisory LLC — $385M
  2. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC — $32.4M
  3. Wealthquest Corp — $19.9M
  4. CURIO WEALTH, LLC — $10.5M
  5. Chicago Partners Investment Group LLC — $8.55M
  6. Elite Life Management LLC — $7.36M
  7. Medallion Wealth Advisors, LLC — $3.94M
  8. UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC — $3.78M
  9. GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) — $2.33M
  10. M Holdings Securities, Inc. — $2.17M

All DFVX 13F holders