13F Insight
DOSSIER · 13F Holders · Q2 2026
DFVX

DIMENSIONAL ETF TRUST

55 institutions still hold DIMENSIONAL ETF TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 25434V641·55 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$486M
visible holders
Holders
55
filers reporting
Concentration
79.15%
HBK Sorce Advisory LLC #1
top holder share
AI Holders Summary · Q2 2026

55 institutions reported DFVX in Q2 2026. HBK Sorce Advisory LLC leads at 79.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
HBK Sorce Advisory LLC
CIK 0001379995
$385M4.5M7.30%Q2 202602
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$29M352K0.05%Q2 202603
Wealthquest Corp
CIK 0001632968
$20M242K1.26%Q2 202604
CURIO WEALTH, LLC
CIK 0002049201
$10M127K3.25%Q2 202605
Chicago Partners Investment Group LLC
CIK 0001563525
$9M105K0.17%Q2 202606
Elite Life Management LLC
CIK 0002010262
$7M86K8.62%Q2 202607
M Holdings Securities, Inc.
CIK 0001569638
$5M68K0.34%Q1 202608
Medallion Wealth Advisors, LLC
CIK 0002131139
$4M48K1.24%Q2 202609
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
CIK 0002011649
$4M44K2.25%Q2 202610
GOLDMAN SACHS GROUP INC
CIK 0000886982
$2M28K0.00%Q2 202611
LPL Financial LLC
CIK 0001403438
$2M20K0.00%Q2 202612
First Financial Group Corp
CIK 0002054920
$2M18K1.10%Q2 202613
CITADEL ADVISORS LLC
CIK 0001423053
$1M17K0.00%Q2 202614
WPWealth LLP
CIK 0001950118
$1M17K0.20%Q2 202615
Vantage Point Financial LLC
CIK 0002048892
$1M12K0.31%Q2 202616
BDFS Capital LLC
CIK 0002112636
$839K10K0.36%Q2 202617
Pinion Investment Advisors, LLC
CIK 0001738738
$824K10K0.16%Q2 202618
CARY STREET PARTNERS FINANCIAL LLC
CIK 0001475045
$811K10K0.02%Q2 202619
American Investment Services, Inc.
CIK 0001369913
$673K8K0.14%Q2 202620
EWA, LLC
CIK 0001835252
$670K8K0.12%Q2 2026
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