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DIM US Large Cap Vector ETF (DFVX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares385,381 from 352,093
Change+33,288 (+9%)
Value$32.4M (+$3.1M)
Filed 2026-10-13
Chicago Partners Investment Group LLC
INCREASED
Shares104,860 from 104,531
Change+329 (+0%)
Value$8.8M (+$300.8K)
Filed 2026-10-27
First Financial Group Corp
INCREASED
Shares21,820 from 18,470
Change+3,350 (+18%)
Value$1.8M (+$301.0K)
Filed 2026-10-22
Bdfs Capital LLC
INCREASED
Shares16,511 from 10,199
Change+6,312 (+62%)
Value$1.4M (+$538.3K)
Filed 2026-10-14
Pinion Investment Advisors, LLC
DECREASED
Shares9,981 from 10,022
Change-41 (0%)
Value$832.4K (+$8.3K)
Filed 2026-11-04
Farther Finance Advisors, LLC
DECREASED
Shares4,820 from 4,921
Change-101 (-2%)
Value$402.0K (-$2.7K)
Filed 2026-10-08
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares4,739 from 4,739
Change0 (0%)
Value$395.2K (+$5.5K)
Filed 2026-10-07
Independent Wealth Advisors LLC
INCREASED
Shares4,018 from 2,756
Change+1,262 (+46%)
Value$335.1K (+$108.5K)
Filed 2026-10-27
Rockwood Wealth Management, LLC
UNCHANGED
Shares3,983 from 3,983
Change0 (0%)
Value$332.2K (+$4.7K)
Filed 2026-10-27
NorthCrest Asset Manangement, LLC
NEW
Shares3,142
Change+3,142
Value$266.1K
Filed 2026-10-13
Legacy Capital Wealth Partners, LLC
INCREASED
Shares2,539 from 2,531
Change+8 (+0%)
Value$211.7K (+$3.6K)
Filed 2026-10-21
Evanson Financial, LLC
INCREASED
Shares2,509 from 2,502
Change+7 (+0%)
Value$209.3K (+$3.5K)
Filed 2026-10-23
Root Financial Partners, LLC
NEW
Shares2,230
Change+2,230
Value$186.0K
Filed 2026-10-21
Signature Resources Capital Management, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$125.1K (+$1.8K)
Filed 2026-10-16
Spire Wealth Management
NEW
Shares952
Change+952
Value$79.4K
Filed 2026-10-30
Citigroup Inc
INCREASED
Shares632 from 138
Change+494 (+358%)
Value$52.7K (+$41.4K)
Filed 2026-11-04
Assetmark, Inc
UNCHANGED
Shares378 from 378
Change0 (0%)
Value$31.5K (+$441)
Filed 2026-10-21
Elevate Wealth Advisory, Inc
DECREASED
Shares66 from 70
Change-4 (-6%)
Value$5.5K (-$252)
Filed 2026-10-29
M Holdings Securities, Inc.
CLOSED
Shares0 from 26,427
Change-26,427 (-100%)
Value$0 (-$2.2M)
Filed 2026-11-03
HBK Sorce Advisory LLC
N/A
Shares— from 4,498,358
Change-4,498,358 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 242,157
Change-242,157 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 127,323
Change-127,323 (-100%)
Value—
Elite Life Management LLC
N/A
Shares— from 86,039
Change-86,039 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 47,862
Change-47,862 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 44,209
Change-44,209 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 28,394
Change-28,394 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 20,110
Change-20,110 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 16,773
Change-16,773 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 16,590
Change-16,590 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 12,221
Change-12,221 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 9,862
Change-9,862 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 8,180
Change-8,180 (-100%)
Value—
EWA, LLC
N/A
Shares— from 8,148
Change-8,148 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 5,883
Change-5,883 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 4,983
Change-4,983 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 3,854
Change-3,854 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 3,791
Change-3,791 (-100%)
Value—
Betterment LLC
N/A
Shares— from 3,578
Change-3,578 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 3,348
Change-3,348 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 2,967
Change-2,967 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 2,513
Change-2,513 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,933
Change-1,933 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,715
Change-1,715 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 1,693
Change-1,693 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 896
Change-896 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 655
Change-655 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 325
Change-325 (-100%)
Value—
UBS Group AG
N/A
Shares— from 317
Change-317 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 137
Change-137 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 130
Change-130 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 56
Change-56 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 0
Change0
Value—
Status
Wealth Enhancement Advisory Services, LLC
INCREASED385,381352,093+33,288+9%$29.3M$32.4M+$3.1M2026-10-13
Chicago Partners Investment Group LLC
INCREASED104,860104,531+329+0%$8.5M$8.8M+$300.8K2026-10-27
First Financial Group Corp
INCREASED21,82018,470+3,350+18%$1.5M$1.8M+$301.0K2026-10-22
Bdfs Capital LLC
INCREASED16,51110,199+6,312+62%$838.7K$1.4M+$538.3K2026-10-14
Pinion Investment Advisors, LLC
DECREASED9,98110,022-410%$824.1K$832.4K+$8.3K2026-11-04
Farther Finance Advisors, LLC
DECREASED4,8204,921-101-2%$404.7K$402.0K-$2.7K2026-10-08
Wealth Enhancement Trust Services, Inc.
UNCHANGED4,7394,73900%$389.7K$395.2K+$5.5K2026-10-07
Independent Wealth Advisors LLC
INCREASED4,0182,756+1,262+46%$226.6K$335.1K+$108.5K2026-10-27
Rockwood Wealth Management, LLC
UNCHANGED3,9833,98300%$327.5K$332.2K+$4.7K2026-10-27
NorthCrest Asset Manangement, LLC
NEW3,142—+3,142——$266.1K—2026-10-13
Legacy Capital Wealth Partners, LLC
INCREASED2,5392,531+8+0%$208.1K$211.7K+$3.6K2026-10-21
Evanson Financial, LLC
INCREASED2,5092,502+7+0%$205.7K$209.3K+$3.5K2026-10-23
Root Financial Partners, LLC
NEW2,230—+2,230——$186.0K—2026-10-21
Signature Resources Capital Management, LLC
UNCHANGED1,5001,50000%$123.3K$125.1K+$1.8K2026-10-16
Spire Wealth Management
NEW952—+952——$79.4K—2026-10-30
Citigroup Inc
INCREASED632138+494+358%$11.3K$52.7K+$41.4K2026-11-04
Assetmark, Inc
UNCHANGED37837800%$31.1K$31.5K+$4412026-10-21
Elevate Wealth Advisory, Inc
DECREASED6670-4-6%$5.8K$5.5K-$2522026-10-29
M Holdings Securities, Inc.
CLOSED026,427-26,427-100%$2.2M$0-$2.2M2026-11-03
HBK Sorce Advisory LLC
N/A—4,498,358-4,498,358-100%$384.9M———
Wealthquest Corp
N/A—242,157-242,157-100%$19.9M———
Curio Wealth, LLC
N/A—127,323-127,323-100%$10.5M———
Elite Life Management LLC
N/A—86,039-86,039-100%$7.4M———
Medallion Wealth Advisors, LLC
N/A—47,862-47,862-100%$3.9M———
UP Strategic Wealth Investment Advisors LLC
N/A—44,209-44,209-100%$3.8M———
Goldman Sachs Group Inc
N/A—28,394-28,394-100%$2.3M———
LPL Financial LLC
N/A—20,110-20,110-100%$1.7M———
Citadel Advisors LLC
N/A—16,773-16,773-100%$1.4M———
WPWealth LLP
N/A—16,590-16,590-100%$1.4M———
Vantage Point Financial LLC
N/A—12,221-12,221-100%$1.0M———
Cary Street Partners Financial LLC
N/A—9,862-9,862-100%$811.0K———
American Investment Services, Inc.
N/A—8,180-8,180-100%$672.7K———
EWA, LLC
N/A—8,148-8,148-100%$670.0K———
Northwest Bancshares, Inc.
N/A—5,883-5,883-100%$483.8K———
Haverford Trust Co
N/A—4,983-4,983-100%$409.8K———
BNP Paribas Financial Markets
N/A—3,854-3,854-100%$316.9K———
HighTower Advisors, LLC
N/A—3,791-3,791-100%$311.7K———
Betterment LLC
N/A—3,578-3,578-100%$294.0K———
IEQ Capital, LLC
N/A—3,348-3,348-100%$275.3K———
Strategic Investment Solutions, Inc.
N/A—2,967-2,967-100%$244.0K———
HighPoint Advisor Group LLC
N/A—2,513-2,513-100%$206.7K———
Morgan Stanley
N/A—1,933-1,933-100%$159.0K———
Northwestern Mutual Wealth Management Co
N/A—1,715-1,715-100%$141.0K———
Cary Street Partners Investment Advisory LLC
N/A—1,693-1,693-100%$139.3K———
Raffa Wealth Management, LLC
N/A—1,450-1,450-100%$119.2K———
Aptus Capital Advisors, LLC
N/A—1,000-1,000-100%$82.2K———
Harbour Investments, Inc.
N/A—896-896-100%$73.7K———
Osaic Holdings, Inc.
N/A—655-655-100%$53.9K———
Crews Bank & Trust
N/A—325-325-100%$26.7K———
UBS Group AG
N/A—317-317-100%$26.1K———
Allworth Financial LP
N/A—137-137-100%$11.3K———
Fiduciary Financial Advisors
N/A—130-130-100%$10.7K———
Colonial Trust Co / SC
N/A—56-56-100%$4.6K———
JPMorgan Chase & Co
N/A—00—$13———
Showing 54 of 54 institutions