Security Details
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% |
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