Dimensional ETF Trust (DFVX): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow DFVX for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 50

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$82.23

+10.7% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of DFVX (all 13F filers)

HBK Sorce Advisory4.5 MType not verified+73 K
Wealth Enhancement Advisory Services352 KWealth adviser+30 K
Wealthquest242 KType not verified−27 K
Curio Wealth127 KWealth adviser+12 K
Chicago Partners Investment Group105 KType not verified+9,472
Elite Life Management86 KType not verified+4,233
Medallion Wealth Advisors48 KWealth adviser+1,106
UP Strategic Wealth Investment Advisors44 KWealth adviser+1,196
Goldman Sachs Group28 KBank or trading desk+28 K
M Holdings Securities26 KWealth adviser−41 K

Filer	Type
HBK Sorce Advisory	Type not verified	4.5 M	+73 K	$385M
Wealth Enhancement Advisory Services	Wealth adviser	352 K	+30 K	$29.3M
Wealthquest	Type not verified	242 K	−27 K	$19.9M
Curio Wealth	Wealth adviser	127 K	+12 K	$10.5M
Chicago Partners Investment Group	Type not verified	105 K	+9,472	$8.5M
Elite Life Management	Type not verified	86 K	+4,233	$7.4M
Medallion Wealth Advisors	Wealth adviser	48 K	+1,106	$3.9M
UP Strategic Wealth Investment Advisors	Wealth adviser	44 K	+1,196	$3.8M
Goldman Sachs Group	Bank or trading desk	28 K	+28 K	$2.3M
M Holdings Securities	Wealth adviser	26 K	−41 K	$2.2M

HBK Sorce Advisory
Shares
4.5 M
Change
+73 K
See more
Type
Type not verified
Value
$385M
Wealth Enhancement Advisory Services
Shares
352 K
Change
+30 K
See more
Type
Wealth adviser
Value
$29.3M
Wealthquest
Shares
242 K
Change
−27 K
See more
Type
Type not verified
Value
$19.9M
Curio Wealth
Shares
127 K
Change
+12 K
See more
Type
Wealth adviser
Value
$10.5M
Chicago Partners Investment Group
Shares
105 K
Change
+9,472
See more
Type
Type not verified
Value
$8.5M
Elite Life Management
Shares
86 K
Change
+4,233
See more
Type
Type not verified
Value
$7.4M
Medallion Wealth Advisors
Shares
48 K
Change
+1,106
See more
Type
Wealth adviser
Value
$3.9M
UP Strategic Wealth Investment Advisors
Shares
44 K
Change
+1,196
See more
Type
Wealth adviser
Value
$3.8M
Goldman Sachs Group
Shares
28 K
Change
+28 K
See more
Type
Bank or trading desk
Value
$2.3M
M Holdings Securities
Shares
26 K
Change
−41 K
See more
Type
Wealth adviser
Value
$2.2M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗