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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Sell | -907 | -5.1% | 16,773 | $1.38M | Q2 2026 | Sep 02, 2026 |
| Goldman Sachs Group Inc | Buy | +28,394 | — | 28,394 | $2.33M | Q2 2026 | Aug 14, 2026 |
| Medallion Wealth Advisors, Llc | Buy | +4,675 | +10.8% | 47,862 | $3.94M | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Buy | +489 | +15.8% | 3,578 | $294.00K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +130 | — | 130 | $10.73K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +100 | +18.0% | 655 | $53.86K | Q2 2026 | Aug 14, 2026 |
| Vantage Point Financial Llc | Buy | +9 | +0.1% | 12,221 | $1.00M | Q2 2026 | Aug 14, 2026 |
| Bnp Paribas Financial Markets | Buy | +1,897 | +96.9% | 3,854 | $316.92K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +1,819 | +1595.6% | 1,933 | $158.96K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +317 | — | 317 | $26.07K | Q2 2026 | Aug 13, 2026 |
| Haverford Trust Co | Buy | +4,983 | — | 4,983 | $409.76K | Q2 2026 | Aug 12, 2026 |
| Legacy Capital Wealth Partners, Llc | Buy | +2,531 | — | 2,531 | $208.14K | Q2 2026 | Aug 12, 2026 |
| American Investment Services, Inc. | Sell | -1,030 | -11.2% | 8,180 | $672.68K | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, Llc | Buy | +1,000 | — | 1,000 | $82.23K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +1 | +0.1% | 896 | $73.65K | Q2 2026 | Aug 12, 2026 |
| M Holdings Securities, Inc. | Sell | -41,491 | -61.1% | 26,427 | $2.17M | Q2 2026 | Aug 11, 2026 |
| Ieq Capital, Llc | Buy | +3,348 | — | 3,348 | $275.31K | Q2 2026 | Aug 11, 2026 |
| Curio Wealth, Llc | Buy | +11,558 | +10.0% | 127,323 | $10.47M | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Buy | +11,468 | +132.7% | 20,110 | $1.65M | Q2 2026 | Aug 07, 2026 |
| Up Strategic Wealth Investment Advisors Llc | Buy | +1,196 | +2.8% | 44,209 | $3.78M | Q2 2026 | Aug 07, 2026 |
| Hbk Sorce Advisory Llc | Buy | +73,351 | +1.7% | 4,498,358 | $384.92M | Q2 2026 | Aug 06, 2026 |
| Elite Life Management Llc | Buy | +4,233 | +5.2% | 86,039 | $7.36M | Q2 2026 | Aug 06, 2026 |
| Pinion Investment Advisors, Llc | Sell | -463 | -4.4% | 10,022 | $824.13K | Q2 2026 | Aug 06, 2026 |
| Highpoint Advisor Group Llc | Buy | +2,513 | — | 2,513 | $206.65K | Q2 2026 | Aug 05, 2026 |
| Citigroup Inc | Buy | +106 | +331.3% | 138 | $11.35K | Q2 2026 | Aug 03, 2026 |
| Chicago Partners Investment Group Llc | Buy | +9,472 | +10.0% | 104,531 | $8.55M | Q2 2026 | Jul 30, 2026 |
| Independent Wealth Advisors Llc | Buy | +2,756 | — | 2,756 | $226.59K | Q2 2026 | Jul 27, 2026 |
| Wealthquest Corp | Sell | -173,543 | -41.7% | 242,157 | $19.91M | Q2 2026 | Jul 23, 2026 |
| Wealth Enhancement Trust Services, Inc. | Buy | +4,739 | — | 4,739 | $389.70K | Q2 2026 | Jul 22, 2026 |
| Farther Finance Advisors, Llc | Buy | +4,305 | +698.9% | 4,921 | $404.67K | Q2 2026 | Jul 17, 2026 |
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.