20 institutions reported holding $63.8M of Dimensional ETF US Large Cap Vector (DFVX) in SEC 13F filings for 2026-06-30. Largest institutional holders: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($29.3M), Wealthquest Corp ($19.9M), Chicago Partners Investment Group LLC ($8.5M), First Financial Group Corp ($1.5M), BDFS Capital LLC ($838,676). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $29.3M | 352,093 | Added |
| 2 | Wealthquest Corp | $19.9M | 242,157 | Trimmed |
| 3 | Chicago Partners Investment Group LLC | $8.5M | 104,531 | Added |
| 4 | First Financial Group Corp | $1.5M | 18,470 | Added |
| 5 | BDFS Capital LLC | $838,676 | 10,199 | New |
| 6 | CARY STREET PARTNERS FINANCIAL LLC | $810,983 | 9,862 | Trimmed |
| 7 | EWA, LLC | $669,998 | 8,148 | Trimmed |
| 8 | Farther Finance Advisors, LLC | $404,666 | 4,921 | Added |
| 9 | Wealth Enhancement Trust Services, Inc. | $389,700 | 4,739 | New |
| 10 | Rockwood Wealth Management, LLC | $327,533 | 3,983 | Hold |
| 11 | Strategic Investment Solutions, Inc. /IL | $244,020 | 2,967 | Added |
| 12 | Independent Wealth Advisors LLC | $226,592 | 2,756 | New |
| 13 | Evanson Financial, LLC | $205,725 | 2,502 | New |
| 14 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $139,272 | 1,693 | Added |
| 15 | Signature Resources Capital Management, LLC | $123,349 | 1,500 | Hold |
| 16 | RAFFA WEALTH MANAGEMENT, LLC | $119,217 | 1,450 | Added |
| 17 | ASSETMARK, INC | $31,084 | 378 | Hold |
| 18 | Crews Bank & Trust | $26,726 | 325 | Hold |
| 19 | CITIGROUP INC | $11,348 | 138 | Added |
| 20 | PRIVATE TRUST CO NA | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30