Who Owns DFA US Large Cap Vector (DFVX)? -- Institutional Holders (2026-06-30)

53 institutions reported holding $488.8M of DFA US Large Cap Vector (DFVX) in SEC 13F filings for 2026-06-30. Largest institutional holders: HBK Sorce Advisory LLC ($384.9M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($29.3M), Wealthquest Corp ($19.9M), CURIO WEALTH, LLC ($10.5M), Chicago Partners Investment Group LLC ($8.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1HBK Sorce Advisory LLC$384.9M4.5MAdded
2WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$29.3M352,093Added
3Wealthquest Corp$19.9M242,157Trimmed
4CURIO WEALTH, LLC$10.5M127,323Added
5Chicago Partners Investment Group LLC$8.5M104,531Added
6Elite Life Management LLC$7.4M86,039Added
7Medallion Wealth Advisors, LLC$3.9M47,862Added
8UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC$3.8M44,209Added
9GOLDMAN SACHS GROUP INC$2.3M28,394New
10M Holdings Securities, Inc.$2.2M26,427Trimmed
11LPL Financial LLC$1.7M20,110Added
12First Financial Group Corp$1.5M18,470Added
13CITADEL ADVISORS LLC$1.4M16,773Trimmed
14WPWealth LLP$1.4M16,590Hold
15Vantage Point Financial LLC$1.0M12,221Added
16BDFS Capital LLC$838,67610,199New
17Pinion Investment Advisors, LLC$824,13410,022Trimmed
18CARY STREET PARTNERS FINANCIAL LLC$810,9839,862Trimmed
19American Investment Services, Inc.$672,6838,180Trimmed
20EWA, LLC$669,9988,148Trimmed
21Northwest Bancshares, Inc.$483,7745,883Hold
22Haverford Trust Co$409,7654,983New
23Farther Finance Advisors, LLC$404,6664,921Added
24Wealth Enhancement Trust Services, Inc.$389,7004,739New
25Rockwood Wealth Management, LLC$327,5333,983Hold

来源：SEC 13F 申报文件 · 截至 2026-06-30