DFVX — DIMENSIONAL ETF TRUST
As of Q2 2026, 5 SEC-registered investment managers reported holding DFVX (DIMENSIONAL ETF TRUST) in their latest 13F filings, with a combined reported value of $3.91M across 47.55K shares. That is +164.9% by share count (+29.60K shares) versus the previous quarter, while reported value moved +193.2%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 2 added to existing stakes, 1 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Goldman Sachs Group history | Q2 2026 | 28.39K | $2.33M | 0.00% | New |
| Citadel Advisors history | Q2 2026 | 16.77K | $1.38M | 0.00% | Reduce |
| Morgan Stanley history | Q2 2026 | 1.93K | $158.96K | 0.00% | Add |
| Wells Fargo & Co history | Q4 2025 | 1.50K | $111.75K | 0.00% | Hold |
| UBS Group AG history | Q2 2026 | 317 | $26.07K | 0.00% | New |
| Citigroup Inc history | Q2 2026 | 138 | $11.35K | 0.00% | Add |
| PNC Financial Services history | Q1 2026 | 125 | $9.29K | 0.00% | Reduce |
New Positions (Q2 2026)
- Goldman Sachs Group 28.39K sh · $2.33M
- UBS Group AG 317 sh · $26.07K
Fully Exited (vs previous quarter)
- PNC Financial Services sold 125 sh · $9.29K
Fund Position History — shares by quarter (top 7 funds)
| Fund | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Goldman Sachs Group | — | — | — | — | — | — | — | — | — | — | 28.39K |
| Citadel Advisors | 36.33K | — | 9.31K | — | 11.30K | — | 23.34K | 44.51K | 38.33K | 17.68K | 16.77K |
| Morgan Stanley | — | — | 61 | 278 | 61 | 935 | 935 | 874 | 985 | 114 | 1.93K |
| UBS Group AG | — | 64 | — | — | 118 | — | — | — | 99 | — | 317 |
| Citigroup Inc | — | — | — | — | — | — | — | 28 | 33 | 32 | 138 |
| PNC Financial Services | — | — | — | — | — | — | — | 321 | 446 | 125 | — |
| Wells Fargo & Co | — | — | — | — | 130 | — | — | 1.50K | 1.50K | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details