IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

DIM US Large Cap Vector ETF (DFVX)

CUSIP: 25434V641 | NYSE | 72 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Wealth Enhancement Advisory Services, LLC385,381
0.0% of portfolio›$32.4M
Chicago Partners Investment Group LLC104,860
0.2% of portfolio›$8.8M
First Financial Group Corp21,820
1.4% of portfolio›$1.8M
Bdfs Capital LLC16,511
0.7% of portfolio›$1.4M
Pinion Investment Advisors, LLC9,981
0.1% of portfolio›$832.4K
Farther Finance Advisors, LLC4,820
0.0% of portfolio›$402.0K
Wealth Enhancement Trust Services, Inc.4,739
0.0% of portfolio›$395.2K
Independent Wealth Advisors LLC4,018
0.3% of portfolio›$335.1K
Rockwood Wealth Management, LLC3,983
0.0% of portfolio›$332.2K
NorthCrest Asset Manangement, LLC3,142
0.0% of portfolio›$266.1K
Legacy Capital Wealth Partners, LLC2,539
0.0% of portfolio›$211.7K
Evanson Financial, LLC2,509
0.0% of portfolio›$209.3K
Root Financial Partners, LLC2,230
0.0% of portfolio›$186.0K
Signature Resources Capital Management, LLC1,500
0.1% of portfolio›$125.1K
Spire Wealth Management952
0.0% of portfolio›$79.4K
Citigroup Inc632
0.0% of portfolio›$52.7K
Assetmark, Inc378
0.0% of portfolio›$31.5K
Elevate Wealth Advisory, Inc66
0.0% of portfolio›$5.5K
StyleTurnoverLocationFiled
Wealth Enhancement Advisory Services, LLC
385,381$32.4M0.0%CoreLowPlymouth, MN2026-10-13
Chicago Partners Investment Group LLC
104,860$8.8M0.2%GARPLowChicago, IL2026-10-27
First Financial Group Corp
21,820$1.8M1.4%ETFLowRaleigh, NC2026-10-22
Bdfs Capital LLC
16,511$1.4M0.7%ETFLowRehoboth Beach, DE2026-10-14
Pinion Investment Advisors, LLC
9,981$832.4K0.1%ETFLowWichita, KS2026-11-04
Farther Finance Advisors, LLC
4,820$402.0K0.0%IndexLowSan Francisco, CA2026-10-08
Wealth Enhancement Trust Services, Inc.
4,739$395.2K0.0%GrowthMediumSioux Falls, SD2026-10-07
Independent Wealth Advisors LLC
4,018$335.1K0.3%ETFLowCary, NC2026-10-27
Rockwood Wealth Management, LLC
3,983$332.2K0.0%ETFVery LowNew Hope, PA2026-10-27
NorthCrest Asset Manangement, LLC
3,142$266.1K0.0%GrowthLowPlymouth, MN2026-10-13
Legacy Capital Wealth Partners, LLC
2,539$211.7K0.0%CoreMediumLittle Rock, AR2026-10-21
Evanson Financial, LLC
2,509$209.3K0.0%ETFN/AMclean, VA2026-10-23
Root Financial Partners, LLC
2,230$186.0K0.0%ETFMediumEncinitas, CA2026-10-21
Signature Resources Capital Management, LLC
1,500$125.1K0.1%ETFLowNewport Beach, CA2026-10-16
Spire Wealth Management
952$79.4K0.0%GrowthMediumMclean, VA2026-10-30
Citigroup Inc
632$52.7K0.0%CoreMediumNew York, NY2026-11-04
Assetmark, Inc
378$31.5K0.0%ETFLowConcord, CA2026-10-21
Elevate Wealth Advisory, Inc
66$5.5K0.0%ETFVery LowAthens, GA2026-10-29