DIM US LARGE CAP VECTOR ETF DFVX
$82.39
+0.1% 52w: $65.94 – $82.92
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data65.9474.4382.92
Jun 20, 2025 Jul 2, 2026
Institutional holders
42
+0 QoQ
13F value
$481.7M
+11.7% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns DFVX?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | Wealth advisor | 4.4M | $357.4M | 7.3% | +2.8% |
| Wealthquest Corp | Wealth advisor | 684.5K | $50.9M | 1.9% | +64.7% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 322.1K | $24.1M | 0.1% | +50.5% |
| CURIO WEALTH, LLC | Wealth advisor | 115.8K | $8.6M | 2.9% | +9.9% |
| Chicago Partners Investment Group LLC | Wealth advisor | 95.1K | $7.5M | 0.2% | +4.0% |
| Elite Life Management LLC | Wealth advisor | 81.8K | $6.6M | 8.3% | +3.6% |
| M Holdings Securities, Inc. | Wealth advisor | 67.9K | $5.0M | 0.3% | Held |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 48.1K | $3.6M | 0.0% | +82.7% |
| Medallion Wealth Advisors, LLC | Wealth advisor | 46.8K | $3.5M | 1.1% | +14.2% |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | Wealth advisor | 43.0K | $3.5M | 2.2% | +6.9% |
| CITADEL ADVISORS LLC | Multistrat pod | 17.7K | $1.3M | 0.0% | -53.9% |
| First Financial Group Corp | Wealth advisor | 17.7K | $1.3M | 1.1% | +20.3% |
| WPWealth LLP | Wealth advisor | 16.6K | $1.2M | 0.2% | Held |
| Vantage Point Financial LLC | Wealth advisor | 12.2K | $907K | 0.3% | -0.5% |
| CARY STREET PARTNERS FINANCIAL LLC | Wealth advisor | 11.3K | $839K | 0.0% | -19.4% |
| EWA, LLC | Wealth advisor | 10.8K | $804K | 0.2% | -27.0% |
| Pinion Investment Advisors, LLC | Wealth advisor | 10.5K | $779K | 0.2% | -4.1% |
| American Investment Services, Inc. | Wealth advisor | 9.2K | $684K | 0.2% | -21.1% |
| LPL Financial LLC | Bank broker | 8.6K | $642K | 0.0% | +7.2% |
| Northwest Bancshares, Inc. | Other | 5.9K | $437K | 0.1% | Held |
| PRIVATE TRUST CO NA | Diversified mechanical | 4.7K | $352K | 0.0% | Held |
| Rockwood Wealth Management, LLC | Wealth advisor | 4.0K | $296K | 0.0% | Held |
| HighTower Advisors, LLC | Diversified mechanical | 3.8K | $281K | 0.0% | +0.3% |
| Betterment LLC | Wealth advisor | 3.1K | $230K | 0.0% | New |
| Strategic Investment Solutions, Inc. /IL | Wealth advisor | 3.0K | $220K | 0.1% | +0.3% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 2.0K | $145K | 0.0% | +27.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 1.7K | $127K | 0.0% | New |
| Signature Resources Capital Management, LLC | Wealth advisor | 1.5K | $111K | 0.1% | Held |
| CWM, LLC | Wealth advisor | 1.1K | $80K | 0.0% | Held |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 895 | $67K | 0.0% | New |
| Farther Finance Advisors, LLC | Wealth advisor | 616 | $46K | 0.0% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 555 | $41K | 0.0% | +11.0% |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Other | 525 | $39K | 0.0% | +25.6% |
| ASSETMARK, INC | Wealth advisor | 378 | $28K | 0.0% | +540.7% |
| Crews Bank & Trust | Wealth advisor | 325 | $24K | 0.0% | New |
| Allworth Financial LP | Wealth advisor | 137 | $10K | 0.0% | +0.7% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 125 | $9K | 0.0% | -72.0% |
| MORGAN STANLEY | Bank broker | 114 | $8K | 0.0% | -88.4% |
| ELEVATE WEALTH ADVISORY, INC | Wealth advisor | 70 | $5K | 0.0% | -1.4% |
| Colonial Trust Co / SC | Diversified mechanical | 56 | $4K | 0.0% | Held |
| CITIGROUP INC | Bank broker | 32 | $2K | 0.0% | -3.0% |
| JPMORGAN CHASE & CO | Bank broker | 0 | $12 | 0.0% | — |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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