DIMENSIONAL ETF TRUST

Ticker: DFVX CUSIP: 25434V641 Class: US LARGE CAP VEC

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
HBK Sorce Advisory LLC4,304,199$336,717
Wealthquest Corp415,700$30,907
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC214,005$16,306
CURIO WEALTH, LLC105,291$7,920
Chicago Partners Investment Group LLC91,421$7,018
Elite Life Management LLC78,937$6,175
M Holdings Securities, Inc.67,918$5
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC40,225$3,147
CITADEL ADVISORS LLC38,329$2,850
SUSQUEHANNA INTERNATIONAL GROUP, LLP26,329$1,958
WPWealth LLP16,590$1,233
EWA, LLC14,828$1,102
First Financial Group Corp14,690$1,092
CARY STREET PARTNERS FINANCIAL LLC14,009$1,042
Vantage Point Financial LLC12,273$913
American Investment Services, Inc.11,676$868
Pinion Investment Advisors, LLC10,935$813
LPL Financial LLC8,058$599
Northwest Bancshares, Inc.5,883$437
PRIVATE TRUST CO NA4,739$352
Rockwood Wealth Management, LLC3,983$296
HighTower Advisors, LLC3,767$280
Strategic Investment Solutions, Inc. /IL2,949$219
BNP PARIBAS ARBITRAGE, SA1,533$114
WELLS FARGO & COMPANY/MN1,503$112
Signature Resources Capital Management, LLC1,500$112
OPTIMA CAPITAL LLC1,345$100
CWM, LLC1,077$0
MORGAN STANLEY985$73
OSAIC HOLDINGS, INC.500$37
PNC Financial Services Group, Inc.446$33
CARY STREET PARTNERS INVESTMENT ADVISORY LLC418$31
ROYAL BANK OF CANADA326$24
Allworth Financial LP136$10
UBS Group AG99$7
ELEVATE WEALTH ADVISORY, INC71$5
ASSETMARK, INC59$4
Colonial Trust Co / SC56$4
CITIGROUP INC33$2
Total (39 institutions)5,516,821$422,921