AF
DFVX icon

Advisornet Financial’s Dimensional US Large Cap Vector ETF DFVX Stock Holding History

Advisornet Financial’s Portfolio DFVX Stock Details DFVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8
Closed -$513 – 2277
2025
Q1 		$513 Hold
8
– – ﹤0.01% 1966
2024
Q4 		$522 Hold
8
– – ﹤0.01% 1771
2024
Q3 		$524 Hold
8
– – ﹤0.01% 2023
2024
Q2 		$497 Hold
8
– – ﹤0.01% 1940
2024
Q1 		$501 Buy
+8
New +$471 ﹤0.01% 1880

Other funds holding DFVX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
USWIA
UP Strategic Wealth Investment Advisors Pittsburgh, Pennsylvania $159M AUM 24.31% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $293M AUM 14.23% 1-Year Est. Return
ELM
Elite Life Management Sarasota, Florida $80M AUM 23.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MWA
Medallion Wealth Advisors Farmington, Connecticut $306M AUM 16.91% 1-Year Est. Return

Advisornet Financial's DFVX Position: Q2 2025 in Review

Advisornet Financial sold out of Dimensional US Large Cap Vector ETF (DFVX) in Q2 2025, closing a stake of 8 shares — an estimated $513 sold.

Advisornet Financial first reported a position in DFVX in Q1 2024 and held it in 5 quarters. The position peaked at $524 in Q3 2024. 28 funds tracked by Wall St. Rank hold DFVX as of Q2 2025.

  • Advisornet Financial reported no remaining Dimensional US Large Cap Vector ETF position as of Q2 2025 after selling out during the quarter.
  • Advisornet Financial sold 8 Dimensional US Large Cap Vector ETF shares in Q2 2025, an estimated $513.
  • Advisornet Financial first reported a position in Dimensional US Large Cap Vector ETF in Q1 2024 and held it in 5 quarters.
  • Advisornet Financial's Dimensional US Large Cap Vector ETF position peaked at $524 in Q3 2024.
  • 28 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q2 2025.

Based on Advisornet Financial's 13F filing for Q2 2025, filed 14 Jul 2025.