13F Insight
DOSSIER · 13F Holders · Q1 2026
DFVX

DIMENSIONAL ETF TRUST

46 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 25434V641·46 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$487M
visible holders
Holders
46
filers reporting
Concentration
73.42%
HBK Sorce Advisory LLC #1
top holder share
AI Holders Summary · Q1 2026

46 institutions reported DFVX in Q1 2026. HBK Sorce Advisory LLC leads at 73.4% 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
$357M4.4M7.08%Q1 202602
Wealthquest Corp
CIK 0001632968
$51M685K1.86%Q1 202603
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$29M352K0.05%Q2 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
M Holdings Securities, Inc.
CIK 0001569638
$5M68K0.34%Q1 202608
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$4M48K0.00%Q1 202609
Medallion Wealth Advisors, LLC
CIK 0002131139
$3M47K1.13%Q1 202610
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
CIK 0002011649
$3M43K2.18%Q1 202611
CITADEL ADVISORS LLC
CIK 0001423053
$3M38K0.00%Q4 202512
First Financial Group Corp
CIK 0002054920
$2M18K1.10%Q2 202613
WPWealth LLP
CIK 0001950118
$1M17K0.19%Q1 202614
Vantage Point Financial LLC
CIK 0002048892
$907K12K0.32%Q1 202615
BDFS Capital LLC
CIK 0002112636
$839K10K0.36%Q2 202616
CARY STREET PARTNERS FINANCIAL LLC
CIK 0001475045
$811K10K0.02%Q2 202617
Pinion Investment Advisors, LLC
CIK 0001738738
$779K10K0.18%Q1 202618
American Investment Services, Inc.
CIK 0001369913
$684K9K0.15%Q1 202619
EWA, LLC
CIK 0001835252
$670K8K0.12%Q2 202620
LPL Financial LLC
CIK 0001403438
$642K9K0.00%Q1 2026
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