DIM US LARGE CAP VECTOR ETF (DFVX) Institutional Shareholders
DIM US LARGE CAP VECTOR ETF (DFVX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $488.07M in DFVX holdings during the latest filing period.
Hbk Sorce Advisory Llc is currently the largest disclosed institutional shareholder of DFVX tracked by InsiderSet, reporting ownership valued at approximately $384.92M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $376.06M, representing an estimated loss of -2.30% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 97% of the total disclosed DFVX value among the investors covered in this analysis. Major shareholders include Hbk Sorce Advisory Llc, Wealth Enhancement Advisory Services, Llc, Wealthquest Corp, and several other long-term asset managers with concentrated positions in DIM US LARGE CAP VECTOR ETF (DFVX).
This page ranks the largest institutional DFVX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
48
Total Reported Value
$488.07M
Largest Holder
Hbk Sorce Advisory Llc
Largest Position
$384.92M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
55
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Hbk Sorce Advisory Llc | 7.51% | 4,498,358 | $384,924,498 | $376,062,729 | -$8,861,769 | -2.30% | |
| Wealth Enhancement Advisory Services, Llc | 0.05% | 352,093 | $29,260,094 | $29,434,975 | +$174,881 | +0.60% | |
| Wealthquest Corp | 1.26% | 242,157 | $19,913,178 | $20,244,325 | +$331,147 | +1.66% | |
| Curio Wealth, Llc | 3.25% | 127,323 | $10,470,110 | $10,644,203 | +$174,093 | +1.66% | |
| Chicago Partners Investment Group Llc | 0.17% | 104,531 | $8,548,546 | $8,738,792 | +$190,246 | +2.23% | |
| Elite Life Management Llc | 8.62% | 86,039 | $7,362,357 | $7,192,860 | -$169,497 | -2.30% | |
| Medallion Wealth Advisors, Llc | 1.24% | 47,862 | $3,935,711 | $4,001,263 | +$65,552 | +1.67% | |
| Up Strategic Wealth Investment Advisors Llc | 2.25% | 44,209 | $3,782,964 | $3,695,872 | -$87,092 | -2.30% | |
| Goldman Sachs Group Inc | 0.00% | 28,394 | $2,334,910 | $2,373,738 | +$38,828 | +1.66% | |
| M Holdings Securities, Inc. | 0.30% | 26,427 | $2,174,000 | $2,209,297 | +$35,297 | +1.62% | |
| Lpl Financial Llc | 0.00% | 20,110 | $1,653,733 | $1,681,196 | +$27,463 | +1.66% | |
| First Financial Group Corp | 1.10% | 18,470 | $1,518,834 | $1,544,092 | +$25,258 | +1.66% | |
| Citadel Advisors Llc | 0.00% | 16,773 | $1,379,286 | $1,402,223 | +$22,937 | +1.66% | |
| Wpwealth Llp | 0.20% | 16,590 | $1,364,237 | $1,386,924 | +$22,687 | +1.66% | |
| Vantage Point Financial Llc | 0.31% | 12,221 | $1,004,990 | $1,021,676 | +$16,686 | +1.66% | |
| Bdfs Capital Llc | 0.36% | 10,199 | $838,676 | $852,636 | +$13,960 | +1.66% | |
| Pinion Investment Advisors, Llc | 0.16% | 10,022 | $824,134 | $837,839 | +$13,705 | +1.66% | |
| Cary Street Partners Financial Llc | 0.02% | 9,862 | $810,983 | $824,463 | +$13,480 | +1.66% | |
| American Investment Services, Inc. | 0.14% | 8,180 | $672,683 | $683,848 | +$11,165 | +1.66% | |
| Ewa, Llc | 0.12% | 8,148 | $669,998 | $681,173 | +$11,175 | +1.67% | |
| Northwest Bancshares, Inc. | 0.09% | 5,883 | $483,774 | $491,819 | +$8,045 | +1.66% | |
| Haverford Trust Co | 0.00% | 4,983 | $409,765 | $416,579 | +$6,814 | +1.66% | |
| Farther Finance Advisors, Llc | 0.00% | 4,921 | $404,666 | $411,396 | +$6,730 | +1.66% | |
| Wealth Enhancement Trust Services, Inc. | 0.04% | 4,739 | $389,700 | $396,180 | +$6,480 | +1.66% | |
| Rockwood Wealth Management, Llc | 0.02% | 3,983 | $327,533 | $332,979 | +$5,446 | +1.66% | |
| Bnp Paribas Financial Markets | 0.00% | 3,854 | $316,924 | $322,194 | +$5,270 | +1.66% | |
| Betterment Llc | 0.00% | 3,578 | $294,000 | $299,121 | +$5,121 | +1.74% | |
| Ieq Capital, Llc | 0.00% | 3,348 | $275,314 | $279,893 | +$4,579 | +1.66% | |
| Strategic Investment Solutions, Inc. | 0.06% | 2,967 | $244,020 | $248,041 | +$4,021 | +1.65% | |
| Independent Wealth Advisors Llc | 0.21% | 2,756 | $226,592 | $230,402 | +$3,810 | +1.68% | |
| Legacy Capital Wealth Partners, Llc | 0.04% | 2,531 | $208,137 | $211,592 | +$3,455 | +1.66% | |
| Highpoint Advisor Group Llc | 0.01% | 2,513 | $206,650 | $210,087 | +$3,437 | +1.66% | |
| Morgan Stanley | 0.00% | 1,933 | $158,955 | $161,599 | +$2,644 | +1.66% | |
| Cary Street Partners Investment Advisory Llc | 0.03% | 1,693 | $139,272 | $141,535 | +$2,263 | +1.62% | |
| Signature Resources Capital Management, Llc | 0.05% | 1,500 | $123,349 | $125,400 | +$2,051 | +1.66% | |
| Aptus Capital Advisors, Llc | 0.00% | 1,000 | $82,233 | $83,600 | +$1,367 | +1.66% | |
| Cwm, Llc | 0.00% | 1,077 | $80,018 | $90,037 | +$10,019 | +12.52% | |
| Harbour Investments, Inc. | 0.00% | 896 | $73,654 | $74,906 | +$1,252 | +1.70% | |
| Osaic Holdings, Inc. | 0.00% | 655 | $53,861 | $54,758 | +$897 | +1.67% | |
| Assetmark, Inc | 0.00% | 378 | $31,084 | $31,601 | +$517 | +1.66% | |
| Crews Bank & Trust | 0.00% | 325 | $26,726 | $27,170 | +$444 | +1.66% | |
| Ubs Group Ag | 0.00% | 317 | $26,068 | $26,501 | +$433 | +1.66% | |
| Citigroup Inc | 0.00% | 138 | $11,348 | $11,537 | +$189 | +1.66% | |
| Allworth Financial Lp | 0.00% | 137 | $11,285 | $11,453 | +$168 | +1.49% | |
| Action Point Financial Planning, Llc | 0.00% | 130 | $10,729 | $10,868 | +$139 | +1.30% | |
| Elevate Wealth Advisory, Inc | 0.00% | 70 | $5,756 | $5,852 | +$96 | +1.67% | |
| Colonial Trust Co / Sc | 0.00% | 56 | $4,605 | $4,682 | +$77 | +1.66% | |
| Jpmorgan Chase & Co | 0.00% | 0 | $13 | — | — | — |
Frequently asked questions about DFVX
Who owns the most DFVX stock?
The largest holders of DFVX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DIM US LARGE CAP VECTOR ETF (DFVX).
Is DFVX widely held by superinvestors?
Many widely followed stocks like DFVX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DFVX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.