DFVX Institutional Ownership & Shareholders
DIM US LARGE CAP VECTOR ETF (DFVX) is currently held by 49 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $490.62M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $380.74M, representing an estimated loss of -1.09% 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
49
Total Reported Value
$490.62M
Largest Holder
Hbk Sorce Advisory Llc
Largest Position
$384.92M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
57
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 | $380,741,021 | -$4,183,477 | -1.09% | |
| Wealth Enhancement Advisory Services, Llc | 0.05% | 385,381 | $32,375,618 | $32,618,648 | +$243,030 | +0.75% | |
| Wealthquest Corp | 1.26% | 242,157 | $19,913,178 | $20,496,168 | +$582,990 | +2.93% | |
| Curio Wealth, Llc | 3.25% | 127,323 | $10,470,110 | $10,776,619 | +$306,509 | +2.93% | |
| Chicago Partners Investment Group Llc | 0.16% | 104,860 | $8,849,322 | $8,875,350 | +$26,028 | +0.29% | |
| Elite Life Management Llc | 8.62% | 86,039 | $7,362,357 | $7,282,341 | -$80,016 | -1.09% | |
| Medallion Wealth Advisors, Llc | 1.24% | 47,862 | $3,935,711 | $4,051,040 | +$115,329 | +2.93% | |
| Up Strategic Wealth Investment Advisors Llc | 2.25% | 44,209 | $3,782,964 | $3,741,850 | -$41,114 | -1.09% | |
| Goldman Sachs Group Inc | 0.00% | 28,394 | $2,334,910 | $2,403,268 | +$68,358 | +2.93% | |
| M Holdings Securities, Inc. | 0.30% | 26,427 | $2,174,000 | $2,236,781 | +$62,781 | +2.89% | |
| First Financial Group Corp | 1.39% | 21,820 | $1,819,788 | $1,846,845 | +$27,057 | +1.49% | |
| Lpl Financial Llc | 0.00% | 20,110 | $1,653,733 | $1,702,110 | +$48,377 | +2.93% | |
| Citadel Advisors Llc | 0.00% | 16,773 | $1,379,286 | $1,419,667 | +$40,381 | +2.93% | |
| Bdfs Capital Llc | 0.68% | 16,511 | $1,377,017 | $1,397,491 | +$20,474 | +1.49% | |
| Wpwealth Llp | 0.20% | 16,590 | $1,364,237 | $1,404,178 | +$39,941 | +2.93% | |
| Vantage Point Financial Llc | 0.31% | 12,221 | $1,004,990 | $1,034,385 | +$29,395 | +2.92% | |
| Pinion Investment Advisors, Llc | 0.16% | 10,022 | $824,134 | $848,262 | +$24,128 | +2.93% | |
| Cary Street Partners Financial Llc | 0.02% | 9,862 | $810,983 | $834,720 | +$23,737 | +2.93% | |
| American Investment Services, Inc. | 0.14% | 8,180 | $672,683 | $692,355 | +$19,672 | +2.92% | |
| Ewa, Llc | 0.12% | 8,148 | $669,998 | $689,647 | +$19,649 | +2.93% | |
| Northwest Bancshares, Inc. | 0.09% | 5,883 | $483,774 | $497,937 | +$14,163 | +2.93% | |
| Haverford Trust Co | 0.00% | 4,983 | $409,765 | $421,761 | +$11,996 | +2.93% | |
| Farther Finance Advisors, Llc | 0.00% | 4,820 | $401,988 | $407,965 | +$5,977 | +1.49% | |
| Wealth Enhancement Trust Services, Inc. | 0.04% | 4,739 | $395,233 | $401,109 | +$5,876 | +1.49% | |
| Independent Wealth Advisors Llc | 0.28% | 4,018 | $335,083 | $340,084 | +$5,001 | +1.49% | |
| Rockwood Wealth Management, Llc | 0.02% | 3,983 | $332,183 | $337,121 | +$4,938 | +1.49% | |
| Bnp Paribas Financial Markets | 0.00% | 3,854 | $316,924 | $326,203 | +$9,279 | +2.93% | |
| Betterment Llc | 0.00% | 3,578 | $294,000 | $302,842 | +$8,842 | +3.01% | |
| Ieq Capital, Llc | 0.00% | 3,348 | $275,314 | $283,375 | +$8,061 | +2.93% | |
| Northcrest Asset Manangement, Llc | 0.01% | 3,142 | $266,127 | $265,939 | -$188 | -0.07% | |
| Strategic Investment Solutions, Inc. | 0.06% | 2,967 | $244,020 | $251,127 | +$7,107 | +2.91% | |
| Legacy Capital Wealth Partners, Llc | 0.04% | 2,539 | $211,726 | $214,901 | +$3,175 | +1.50% | |
| Highpoint Advisor Group Llc | 0.01% | 2,513 | $206,650 | $212,700 | +$6,050 | +2.93% | |
| Morgan Stanley | 0.00% | 1,933 | $158,955 | $163,609 | +$4,654 | +2.93% | |
| Cary Street Partners Investment Advisory Llc | 0.03% | 1,693 | $139,272 | $143,296 | +$4,024 | +2.89% | |
| Signature Resources Capital Management, Llc | 0.05% | 1,500 | $125,100 | $126,960 | +$1,860 | +1.49% | |
| Aptus Capital Advisors, Llc | 0.00% | 1,000 | $82,233 | $84,640 | +$2,407 | +2.93% | |
| Cwm, Llc | 0.00% | 1,077 | $80,018 | $91,157 | +$11,139 | +13.92% | |
| Spire Wealth Management | 0.00% | 952 | $79,397 | $80,577 | +$1,180 | +1.49% | |
| Harbour Investments, Inc. | 0.00% | 896 | $73,654 | $75,837 | +$2,183 | +2.96% | |
| Osaic Holdings, Inc. | 0.00% | 655 | $53,861 | $55,439 | +$1,578 | +2.93% | |
| Assetmark, Inc | 0.00% | 378 | $31,525 | $31,994 | +$469 | +1.49% | |
| Crews Bank & Trust | 0.00% | 325 | $26,726 | $27,508 | +$782 | +2.93% | |
| Ubs Group Ag | 0.00% | 317 | $26,068 | $26,831 | +$763 | +2.93% | |
| Citigroup Inc | 0.00% | 138 | $11,348 | $11,680 | +$332 | +2.93% | |
| Allworth Financial Lp | 0.00% | 137 | $11,285 | $11,596 | +$311 | +2.75% | |
| Action Point Financial Planning, Llc | 0.00% | 130 | $10,729 | $11,003 | +$274 | +2.56% | |
| Elevate Wealth Advisory, Inc | 0.00% | 66 | $5,504 | $5,586 | +$82 | +1.49% | |
| Colonial Trust Co / Sc | 0.00% | 56 | $4,605 | $4,740 | +$135 | +2.93% | |
| Jpmorgan Chase & Co | 0.00% | 0 | $13 | — | — | — |
Frequently asked questions about DFVX
Who are the largest institutional holders of DFVX?
The largest institutional holders of DFVX reported in the latest SEC Form 13F filings include Hbk Sorce Advisory Llc, Wealth Enhancement Advisory Services, Llc, Wealthquest Corp, Curio Wealth, Llc, and Chicago Partners Investment Group Llc. InsiderSet ranks institutional holders by their latest reported DFVX position.
What is DFVX institutional ownership?
This page tracks DFVX positions reported by institutional investment managers through SEC Form 13F. DIM US LARGE CAP VECTOR ETF (DFVX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DFVX?
InsiderSet currently tracks 49 institutional managers reporting DFVX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DFVX shareholders.
How much DFVX stock do institutions own?
Institutional investment managers disclosed approximately $490.62M in DFVX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DFVX institutional ownership last updated?
The latest DFVX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DFVX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DFVX position after the reporting date.
Are institutions buying or selling DFVX?
Institutional buying and selling can be analyzed by comparing DFVX positions across consecutive 13F reporting periods. InsiderSet's DFVX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DFVX ownership changes.
How has DFVX institutional ownership changed over time?
InsiderSet tracks DFVX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.