Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / US LARGE CAP VEC
-
Total 13F shares
-
5,894,186
-
Share change
-
+760,322
-
Total reported value
-
$377,938,528
-
Price per share
-
$64.13
-
Number of holders
-
26
-
Value change
-
+$48,739,466
-
Number of buys
-
22
-
Number of sells
-
7
Institutional Holders of DIMENSIONAL ETF TRUST - US LARGE CAP VEC (DFVX) as of Q1 2025
As of 31 Mar 2025,
DIMENSIONAL ETF TRUST - US LARGE CAP VEC (DFVX) was held by
26 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,894,186 shares.
The largest 10 holders included
HBK Sorce Advisory LLC, Wealthquest Corp, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Chicago Partners Investment Group LLC, UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC, Elite Life Management LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, Pinion Investment Advisors, LLC, WPWealth LLP, and Strategic Investment Solutions, Inc. /IL.
This page lists
26
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.