DFVX · Dimensional US Large Cap Vector ETF ETF
$85.68
-0.20 (-0.23%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $1,379,294
Total Shares: 16,773
Institutional Ownership Trend
5 quarters
Holder Concentration
Across 1 13F filers · Δ vs Sep 30, 2024Top Holder
100.0%
+35.1 pts
Top 5
100.0%
+1.0 pts
Top 10
100.0%
+0.0 pts
HHI
10,000
Highly concentrated+4,825
Quarterly Activity
vs Sep 30, 2024
New
1
Increased
0
Decreased
0
Sold Out
12
Unchanged
0
Holder count:
-11
Institutional value:
-99.5%
Shares held:
-99.6%
Top New Positions
vs Sep 30, 2024| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 16,773 | $1,379,294 |
Top Sold-Out Positions
vs Sep 30, 2024| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid HBK Sorce Advisory LLC | 2,777,643 | $182,005,057 | |
| Small Wealthquest Corp | 1,324,426 | $86,783,013 | |
| Small UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 80,588 | $5,280,528 | |
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | 28,715 | $1,881,550 | |
| Micro Elite Life Management LLC | 26,344 | $1,726,190 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC DFVX | $1,379,294 | 100.00% | 16,773 | Shares | 2026-09-02 |