Public ownership evidence

Dimensional US Large Cap Vector ETF (DFVX) Ownership Disclosures

Read DFVX insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Dimensional US Large Cap Vector ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Vantage Point Financial LLC
Report period
2026-06-30
Available
2026-08-15
Reported shares
12,221
Value (USD)
$1,004,990
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001986152-26-000158
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read DFVX fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read DFVX fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

Vantage Point Financial LLC2026-06-302026-08-1512,221$1,004,990None
OSAIC HOLDINGS, INC.2026-06-302026-08-1555$4,523None
OSAIC HOLDINGS, INC.2026-06-302026-08-15600$49,338None
Betterment LLC2026-06-302026-08-153,578$294,000None
Northwest Bancshares, Inc.2026-06-302026-08-155,883$483,774None
Medallion Wealth Advisors, LLC2026-06-302026-08-1547,862$3,935,711None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15130$10,729None
ELEVATE WEALTH ADVISORY, INC2026-06-302026-08-1570$5,756None
CITADEL ADVISORS LLC2026-06-302026-08-1516,773$1,379,286None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1528,394$2,334,910None
UBS Group AG2026-06-302026-08-14317$26,068None
BNP PARIBAS FINANCIAL MARKETS2026-06-302026-08-143,854$316,924None
MORGAN STANLEY2026-06-302026-08-14108$8,881None
MORGAN STANLEY2026-06-302026-08-141,825$150,074None
Legacy Capital Wealth Partners, LLC2026-06-302026-08-132,531$208,137None
Integrated Wealth Concepts LLC2026-06-302026-08-131,230$101,178None
Aptus Capital Advisors, LLC2026-06-302026-08-131,000$82,233None
American Investment Services, Inc.2026-06-302026-08-138,180$672,683None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-131,715$141,029None
Haverford Trust Co2026-06-302026-08-134,983$409,765None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-13896$73,654None
JPMORGAN CHASE & CO2026-06-302026-08-130$13None
IEQ CAPITAL, LLC2026-06-302026-08-123,348$275,314None
M Holdings Securities, Inc.2026-06-302026-08-1226,427$2,174,000None
Colonial Trust Co / SC2026-06-302026-08-1256$4,605None
Allworth Financial LP2026-06-302026-08-12137$11,285None
WPWealth LLP2026-06-302026-08-1116,590$1,364,237None
CURIO WEALTH, LLC2026-06-302026-08-08127,323$10,470,110None
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC2026-06-302026-08-0844,209$3,782,964None
LPL Financial LLC2026-06-302026-08-0820,110$1,653,733None
Elite Life Management LLC2026-06-302026-08-0786,039$7,362,357None
Pinion Investment Advisors, LLC2026-06-302026-08-0710,022$824,134None
HBK Sorce Advisory LLC2026-06-302026-08-074,498,358$384,924,498None
HighPoint Advisor Group LLC2026-06-302026-08-062,513$206,650None
HighTower Advisors, LLC2026-06-302026-08-063,791$311,745None
CITIGROUP INC2026-06-302026-08-04138$11,348None
Chicago Partners Investment Group LLC2026-06-302026-07-31104,531$8,548,546None
ASSETMARK, INC2026-06-302026-07-31378$31,084None
Independent Wealth Advisors LLC2026-06-302026-07-282,756$226,592None
RAFFA WEALTH MANAGEMENT, LLC2026-06-302026-07-281,450$119,217None
RAFFA WEALTH MANAGEMENT, LLC2026-03-312026-07-281,446$107,406None
RAFFA WEALTH MANAGEMENT, LLC2025-12-312026-07-281,441$107,113None
RAFFA WEALTH MANAGEMENT, LLC2025-09-302026-07-281,495$108,697None
RAFFA WEALTH MANAGEMENT, LLC2025-06-302026-07-281,489$102,641None
RAFFA WEALTH MANAGEMENT, LLC2025-03-312026-07-281,283$82,279None
Wealthquest Corp2026-06-302026-07-24242,157$19,913,178None
Wealth Enhancement Trust Services, Inc.2026-06-302026-07-234,739$389,700None
Farther Finance Advisors, LLC2026-06-302026-07-184,921$404,666None
CARY STREET PARTNERS INVESTMENT ADVISORY LLC2026-06-302026-07-181,007$82,823None
CARY STREET PARTNERS INVESTMENT ADVISORY LLC2026-06-302026-07-18686$56,449None

90-day public filing window, up to 50 source positions.

Vantage Point Financial LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗Betterment LLC ↗Northwest Bancshares, Inc. ↗Medallion Wealth Advisors, LLC ↗FIDUCIARY FINANCIAL ADVISORS ↗ELEVATE WEALTH ADVISORY, INC ↗CITADEL ADVISORS LLC ↗GOLDMAN SACHS GROUP INC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.