Security Name: DIM US LARGE CAP VECTOR ETF
Ticker: DFVX
Security Type: OTHER
Exchange: US
CUSIP: 25434V641

Historical Stats

Period Total Value Value Change Total Holders Holder Change
2024-06-30 $0.18B - 14 -
2024-09-30 $0.29B +58.2% 16 +14.3%
2024-12-31 $0.24B -15.6% 18 +12.5%

Current Major Holders for Period: 2024-12-31

Institution Value Shares % of Portfolio
ELITE LIFE MANAGEMENT LLC $2.5M 38K 7.5%
HBK SORCE ADVISORY LLC $225.6M 3,454K 6.8%
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC $5.5M 83K 5.5%
CURIO WEALTH, LLC $2.6M 39K 1.4%
VANTAGE POINT FINANCIAL LLC $0.7M 10K 0.4%
PINION INVESTMENT ADVISORS, LLC $0.9M 13K 0.4%
WPWEALTH LLP $1.2M 18K 0.2%
WOLFSTICH CAPITAL, LLC $0.2M 3K 0.2%
AMERICAN INVESTMENT SERVICES, INC. $0.8M 12K 0.1%
STRATEGIC INVESTMENT SOLUTIONS, INC. /IL $0.3M 5K 0.1%
CARY STREET PARTNERS FINANCIAL LLC $0.6M 9K 0.0%
ROYAL BANK OF CANADA $0.1M 1K 0.0%
HIGHTOWER ADVISORS, LLC $0.3M 3K 0.0%
CITADEL ADVISORS LLC $0.7M 11K 0.0%
UBS GROUP AG $0.0M 0K 0.0%
MORGAN STANLEY $0.0M 0K 0.0%
WELLS FARGO & COMPANY/MN $0.0M 0K 0.0%

Similar Securities

Ticker Exchange Security Similarity Score Common Holders Total Holders
VCRB US VANGUARD CORE BOND ETF 0.045 3 66
OMFL US INVESCO RUSSELL 1000 DYN M/F 0.014 3 207
DFCF US DIMENSIONAL CORE FIXED INC 0.011 3 284
VMBS US VANGUARD MORTGAGE-BACKED SEC 0.004 2 464
VONG US VANGUARD RUSSELL 1000 GROWTH 0.004 2 548
SCHX US SCHWAB US LARGE-CAP ETF 0.003 3 950
VEA US VANGUARD FTSE DEVELOPED ETF 0.002 3 1650
AAPL US APPLE INC 0.001 4 3956
MSFT US MICROSOFT CORP 0.001 4 4177
GOOG US ALPHABET INC-CL C 0.001 3 3169
JPM US JPMORGAN CHASE & CO 0.001 3 3229
VTI US VANGUARD TOTAL STOCK MKT ETF 0.001 2 2173
VOO US VANGUARD S&P 500 ETF 0.001 2 2296
NVDA US NVIDIA CORP 0.001 3 3653
UNH US UNITEDHEALTH GROUP INC 0.001 2 2608
AMZN US AMAZON.COM INC 0.001 3 3975
TSLA US TESLA INC 0.001 2 2713
COST US COSTCO WHOLESALE CORP 0.001 2 2728
AVGO US BROADCOM INC 0.001 2 2753
PG US PROCTER & GAMBLE CO/THE 0.001 2 2815
HD US HOME DEPOT INC 0.001 2 2851
SPY US SPDR S&P 500 ETF TRUST 0.001 2 2907
V US VISA INC-CLASS A SHARES 0.001 2 3025
META US META PLATFORMS INC-CLASS A 0.001 2 3331
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us