DFVX · Insider trading · 13F holders · Congress trades
Dimensional ETF Trust (DFVX)
Who is buying and selling DFVX: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 9
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
DFVX at a glance
- No open-market insider purchases or sales of DFVX were filed in the last 90 days.
- 9 13F filers hold DFVX among their 50 largest positions, worth $434.9M combined. The biggest bets by portfolio weight are Elite Life Management LLC (8.6%), HBK Sorce Advisory LLC (7.5%) and Curio Wealth, LLC (3.2%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
- No member of Congress has disclosed a trade in DFVX.
DFVX insider trading
No open-market insider purchases or sales of DFVX were filed in the last 90 days.
Who owns DFVX? Hedge funds and superinvestors
9 13F filers hold DFVX among their 50 largest positions, worth $434.9M combined. The biggest bets by portfolio weight are Elite Life Management LLC (8.6%), HBK Sorce Advisory LLC (7.5%) and Curio Wealth, LLC (3.2%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLCWealth manager | 7.5% | $384.9M | 4,498,358 | +1.7% shares | Q2 2026 |
| Wealthquest CorpWealth manager | 1.3% | $19.9M | 242,157 | -41.7% shares | Q2 2026 |
| Curio Wealth, LLCWealth manager | 3.2% | $10.5M | 127,323 | +10.0% shares | Q2 2026 |
| Elite Life Management LLCWealth manager | 8.6% | $7.4M | 86,039 | +5.2% shares | Q2 2026 |
| Medallion Wealth Advisors, LLCWealth manager | 1.2% | $3.9M | 47,862 | +2.4% shares | Q2 2026 |
| Up Strategic Wealth Investment Advisors LLCWealth manager | 2.3% | $3.8M | 44,209 | +2.8% shares | Q2 2026 |
| First Financial Group CorpWealth manager | 1.4% | $1.8M | 21,820 | +18.1% shares | Q3 2026 |
| BDFS Capital LLCWealth manager | 0.7% | $1.4M | 16,511 | +61.9% shares | Q3 2026 |
| WPWealth LLPWealth manager | 0.2% | $1.4M | 16,590 | +0.0% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 2, Q2 2026: 7). Screen DFVX in the grand portfolio →
DFVX stock trades by members of Congress
No member of Congress has disclosed a trade in DFVX.
DFVX questions and answers
Are insiders buying DFVX stock?
No open-market insider purchases or sales of DFVX were filed in the last 90 days.
Which hedge funds own DFVX?
9 13F filers hold DFVX among their 50 largest positions, worth $434.9M combined. The biggest bets by portfolio weight are Elite Life Management LLC (8.6%), HBK Sorce Advisory LLC (7.5%) and Curio Wealth, LLC (3.2%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
Has Congress traded DFVX?
No member of Congress has disclosed a trade in DFVX.
Who is the largest holder of DFVX?
Among 13F filers, HBK Sorce Advisory LLC reports the largest DFVX position, $384.9M (4,498,358 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Elite Life Management LLC's: 8.6% of its portfolio.
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