DIM US LARGE CAP VECTOR ETF (DFVX) Institutional Ownership Changes & 13F Activity

DIM US LARGE CAP VECTOR ETF (DFVX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wealthquest Corp, Hbk Sorce Advisory Llc, M Holdings Securities, Inc., Goldman Sachs Group Inc, and Curio Wealth, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcSell-907-5.1%16,773$1.38MQ2 2026Sep 02, 2026
Goldman Sachs Group IncBuy+28,39428,394$2.33MQ2 2026Aug 14, 2026
Medallion Wealth Advisors, LlcBuy+4,675+10.8%47,862$3.94MQ2 2026Aug 14, 2026
Betterment LlcBuy+489+15.8%3,578$294.00KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+130130$10.73KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+100+18.0%655$53.86KQ2 2026Aug 14, 2026
Vantage Point Financial LlcBuy+9+0.1%12,221$1.00MQ2 2026Aug 14, 2026
Bnp Paribas Financial MarketsBuy+1,897+96.9%3,854$316.92KQ2 2026Aug 13, 2026
Morgan StanleyBuy+1,819+1595.6%1,933$158.96KQ2 2026Aug 13, 2026
Ubs Group AgBuy+317317$26.07KQ2 2026Aug 13, 2026
Haverford Trust CoBuy+4,9834,983$409.76KQ2 2026Aug 12, 2026
Legacy Capital Wealth Partners, LlcBuy+2,5312,531$208.14KQ2 2026Aug 12, 2026
American Investment Services, Inc.Sell-1,030-11.2%8,180$672.68KQ2 2026Aug 12, 2026
Aptus Capital Advisors, LlcBuy+1,0001,000$82.23KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+1+0.1%896$73.65KQ2 2026Aug 12, 2026
M Holdings Securities, Inc.Sell-41,491-61.1%26,427$2.17MQ2 2026Aug 11, 2026
Ieq Capital, LlcBuy+3,3483,348$275.31KQ2 2026Aug 11, 2026
Curio Wealth, LlcBuy+11,558+10.0%127,323$10.47MQ2 2026Aug 07, 2026
Lpl Financial LlcBuy+11,468+132.7%20,110$1.65MQ2 2026Aug 07, 2026
Up Strategic Wealth Investment Advisors LlcBuy+1,196+2.8%44,209$3.78MQ2 2026Aug 07, 2026
Hbk Sorce Advisory LlcBuy+73,351+1.7%4,498,358$384.92MQ2 2026Aug 06, 2026
Elite Life Management LlcBuy+4,233+5.2%86,039$7.36MQ2 2026Aug 06, 2026
Pinion Investment Advisors, LlcSell-463-4.4%10,022$824.13KQ2 2026Aug 06, 2026
Highpoint Advisor Group LlcBuy+2,5132,513$206.65KQ2 2026Aug 05, 2026
Citigroup IncBuy+106+331.3%138$11.35KQ2 2026Aug 03, 2026
Chicago Partners Investment Group LlcBuy+9,472+10.0%104,531$8.55MQ2 2026Jul 30, 2026
Independent Wealth Advisors LlcBuy+2,7562,756$226.59KQ2 2026Jul 27, 2026
Wealthquest CorpSell-173,543-41.7%242,157$19.91MQ2 2026Jul 23, 2026
Wealth Enhancement Trust Services, Inc.Buy+4,7394,739$389.70KQ2 2026Jul 22, 2026
Farther Finance Advisors, LlcBuy+4,305+698.9%4,921$404.67KQ2 2026Jul 17, 2026
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Frequently asked questions about DFVX activity

  • Which institutional owners are buying DFVX?

    Institutional owners buying DFVX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in DFVX activity?

    "Buy" means an investor increased their reported position in DFVX compared to the prior reporting period. This reflects growing exposure to DIM US LARGE CAP VECTOR ETF (DFVX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in DFVX increasing?

    Institutional interest in DFVX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.