13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
DFVX

DIMENSIONAL ETF TRUST

43 institutions still hold DIMENSIONAL ETF TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 25434V641·43 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 2.9%
vs prior quarter
13F value held
$476M
60.0% inst. owned
of float
Holders
43
-115 QoQ
filers reporting
Activity
+50 / −22
+987 added · −897 reduced
this quarter
Concentration
75.01%
HBK Sorce Advisory LLC #1
top holder share
AI Holders Summary · Q1 2026

43 institutions reported DFVX in Q1 2026. HBK Sorce Advisory LLC leads at 75.0% of the visible book. -115 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
HBK Sorce Advisory LLC
CIK 0001379995
$357M4.4M7.08%Q1 202602
Wealthquest Corp
CIK 0001632968
$51M685K1.86%Q1 202603
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$24M322K0.05%Q1 202604
CURIO WEALTH, LLC
CIK 0002049201
$9M116K2.94%Q1 202605
Chicago Partners Investment Group LLC
CIK 0001563525
$8M95K0.17%Q1 202606
Elite Life Management LLC
CIK 0002010262
$7M82K8.26%Q1 202607
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$4M48K0.00%Q1 202608
Medallion Wealth Advisors, LLC
CIK 0002131139
$3M47K1.13%Q1 202609
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
CIK 0002011649
$3M43K2.18%Q1 202610
CITADEL ADVISORS LLC
CIK 0001423053
$3M38K0.00%Q4 202511
First Financial Group Corp
CIK 0002054920
$1M18K1.07%Q1 202612
WPWealth LLP
CIK 0001950118
$1M17K0.19%Q1 202613
Vantage Point Financial LLC
CIK 0002048892
$907,35412K0.32%Q1 202614
CARY STREET PARTNERS FINANCIAL LLC
CIK 0001475045
$838,85011K0.02%Q1 202615
EWA, LLC
CIK 0001835252
$804,09411K0.18%Q1 202616
Pinion Investment Advisors, LLC
CIK 0001738738
$779,00710K0.18%Q1 202617
American Investment Services, Inc.
CIK 0001369913
$684,2759K0.15%Q1 202618
LPL Financial LLC
CIK 0001403438
$642,0859K0.00%Q1 202619
Northwest Bancshares, Inc.
CIK 0001471265
$437,0916K0.09%Q1 202620
PRIVATE TRUST CO NA
CIK 0001277557
$352,0955K0.03%Q1 2026
Page 1 of 3
23 more holders available. Log in →