Security key
25434V641
DIMENSIONAL ETF TRUST - US LARGE CAP VEC (DFVX)
CUSIP: 25434V641
Q1 2025 13F Holders as of 31 Mar 2025
- Type / Class
- Equity / US LARGE CAP VEC
- Total 13F shares
- 5,894,186
- Share change
- +760,322
- Total reported value
- $377,938,528
- Price per share
- $64.13
- Number of holders
- 26
- Value change
- +$48,739,467
- Number of buys
- 22
- Number of sells
- 7
Report period
Q1 2025
Institutions
26
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 25434V641
Recent filing periods:
Top shareholders of DFVX - DIMENSIONAL ETF TRUST - US LARGE CAP VEC (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of DIMENSIONAL ETF TRUST - US LARGE CAP VEC (DFVX) as of Q1 2025
As of 31 Mar 2025,
DIMENSIONAL ETF TRUST - US LARGE CAP VEC (DFVX) was held by
26 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,894,186 shares.
The largest 10 holders included
HBK Sorce Advisory LLC, Wealthquest Corp, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Chicago Partners Investment Group LLC, UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC, Elite Life Management LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, Medallion Wealth Advisors, LLC, Pinion Investment Advisors, LLC, and WPWealth LLP.
This page lists
27
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2025 vs Q4 2024 Across Filers
Q4 2024 holders
20
Q1 2025 holders
26
Holder diff
6
| Investor | Q4 2024 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q4 2024 Value $ | Q1 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.